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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 18 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TROW PRICE T ROWE GROUP INC Financial Services 89,833.0 $9.3M 0.04% NEW $103.13 -0.7%
342 PPG PPG INDS INC Basic Materials 89,847.0 $9.3M 0.04% NEW $103.08 +0.6%
343 FITB FIFTH THIRD BANCORP Financial Services 196,844.0 $9.2M 0.04% NEW $46.99 +2.0%
344 TER TERADYNE INC Technology 47,478.0 $9.2M 0.04% NEW $194.21 +65.3%
345 L LOEWS CORP Financial Services 86,326.0 $9.1M 0.04% NEW $105.41 +2.5%
346 OXY OCCIDENTAL PETE CORP Energy 220,552.0 $9.0M 0.04% NEW $40.99 +45.6%
347 MKL MARKEL GROUP INC Financial Services 4,191.0 $9.0M 0.04% NEW $2154.68 -13.4%
348 CHRW C H ROBINSON WORLDWIDE INC Industrials 55,666.0 $9.0M 0.04% NEW $162.02 +4.8%
349 INVH INVITATION HOMES INC Real Estate 324,802.0 $9.0M 0.04% NEW $27.75 +3.6%
350 SOFI SOFI TECHNOLOGIES INC Financial Services 338,866.0 $8.9M 0.04% NEW $26.27 -40.2%
351 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6,336.0 $8.9M 0.04% NEW $1398.77 -23.2%
352 TYL TYLER TECHNOLOGIES INC Technology 19,462.0 $8.8M 0.04% NEW $454.73 -29.5%
353 EXPD EXPEDITORS INTL WASH INC Industrials 58,837.0 $8.8M 0.04% NEW $149.84 +4.6%
354 FLUTTER ENTMT PLC 40,762.0 $8.8M 0.04% NEW $215.04
355 RKLB ROCKET LAB CORP Industrials 124,359.0 $8.7M 0.04% NEW $69.81 +87.9%
356 NTRA NATERA INC Healthcare 37,684.0 $8.6M 0.04% NEW $229.42 -16.1%
357 TSCO TRACTOR SUPPLY CO Consumer Cyclical 172,381.0 $8.6M 0.04% NEW $50.15 -36.7%
358 ULTA ULTA BEAUTY INC Consumer Cyclical 14,265.0 $8.6M 0.04% NEW $604.94 -20.7%
359 EME EMCOR GROUP INC Industrials 13,983.0 $8.6M 0.04% NEW $613.85 +42.9%
360 LPLA LPL FINL HLDGS INC Financial Services 23,829.0 $8.5M 0.04% NEW $358.50 -17.5%
Page 18 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%