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Portfolio (Quarterly) Guide ↗

Resona Asset Management Co.,Ltd.

· CIK 0001944142
13F Portfolio $20.8B AUM 804 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 804 New
Page 15 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 A AGILENT TECHNOLOGIES INC Healthcare 89,050.0 $12.1M 0.06% NEW $136.41 -18.9%
282 PAYX PAYCHEX INC Industrials 107,600.0 $12.1M 0.06% NEW $112.48 -16.0%
283 IQVIA HLDGS INC 52,882.0 $11.9M 0.06% NEW $225.72
284 GIS GENERAL MLS INC Consumer Defensive 252,414.0 $11.7M 0.06% NEW $46.55 -28.1%
285 MLM MARTIN MARIETTA MATLS INC Basic Materials 18,724.0 $11.7M 0.06% NEW $625.32 -11.1%
286 ESS ESSEX PPTY TR INC Real Estate 44,149.0 $11.6M 0.06% NEW $262.73 +3.6%
287 STT STATE STR CORP Financial Services 89,254.0 $11.6M 0.06% NEW $129.50 +18.7%
288 CPRT COPART INC Industrials 294,760.0 $11.6M 0.06% NEW $39.21 -14.7%
289 EXPAND ENERGY CORPORATION 104,407.0 $11.5M 0.06% NEW $110.53
290 MSTR STRATEGY INC Technology 75,650.0 $11.5M 0.06% NEW $152.43 +9.3%
291 DPZ DOMINOS PIZZA INC Consumer Cyclical 27,351.0 $11.4M 0.06% NEW $418.60 -26.4%
292 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 138,110.0 $11.4M 0.06% NEW $82.22 -25.2%
293 FISV FISERV INC Technology 169,002.0 $11.4M 0.06% NEW $67.19 -15.7%
294 TDY TELEDYNE TECHNOLOGIES INC Technology 22,108.0 $11.3M 0.05% NEW $511.35 +20.8%
295 VMC VULCAN MATLS CO Basic Materials 39,097.0 $11.2M 0.05% NEW $286.43 -7.0%
296 ATO ATMOS ENERGY CORP Utilities 66,466.0 $11.2M 0.05% NEW $167.97 +5.8%
297 WAB WABTEC Industrials 51,511.0 $11.0M 0.05% NEW $214.12 +21.5%
298 IAU ISHARES GOLD TR Financial Services 135,608.0 $11.0M 0.05% NEW $81.17 +3.9%
299 XYL XYLEM INC Industrials 80,235.0 $11.0M 0.05% NEW $136.58 -20.7%
300 KEYS KEYSIGHT TECHNOLOGIES INC Technology 53,631.0 $10.9M 0.05% NEW $203.86 +67.0%
Page 15 of 41  ·  804 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.3%
Financial Services 12.4%
Communication Services 10.4%
Healthcare 10.1%
Consumer Cyclical 9.9%
Industrials 7.8%
Consumer Defensive 4.9%
Real Estate 3.4%
Energy 2.7%
Utilities 2.4%