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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 22 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 REGCO REGENCY CTRS CORP Real Estate 95,469.0 $6.6M 0.03% NEW $69.60 -67.7%
422 RDDT REDDIT INC Communication Services 28,784.0 $6.6M 0.03% NEW $230.55 -37.4%
423 ON ON SEMICONDUCTOR CORP Technology 122,006.0 $6.6M 0.03% NEW $54.13 +104.0%
424 AER AERCAP HOLDINGS NV Industrials 45,892.0 $6.6M 0.03% NEW $143.76 -2.5%
425 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 45,802.0 $6.6M 0.03% NEW $144.01 +26.7%
426 LH LABCORP HOLDINGS INC Healthcare 26,241.0 $6.6M 0.03% NEW $251.25 +1.9%
427 DVN DEVON ENERGY CORP NEW Energy 180,342.0 $6.6M 0.03% NEW $36.55 +33.9%
428 STE STERIS PLC Healthcare 25,825.0 $6.5M 0.03% NEW $253.52 -14.9%
429 NVR NVR INC Consumer Cyclical 895.0 $6.5M 0.03% NEW $7303.31 -18.7%
430 DOC HEALTHPEAK PROPERTIES INC Real Estate 404,992.0 $6.5M 0.03% NEW $16.06 +21.8%
431 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 106,734.0 $6.5M 0.03% NEW $60.85 +3.3%
432 HPQ HP INC Technology 289,913.0 $6.5M 0.03% NEW $22.36 -4.8%
433 ALAB ASTERA LABS INC Technology 38,728.0 $6.5M 0.03% NEW $166.88 +66.0%
434 KHC KRAFT HEINZ CO Consumer Defensive 265,707.0 $6.4M 0.03% NEW $24.25 -3.4%
435 UDR UDR INC Real Estate 174,164.0 $6.4M 0.03% NEW $36.66 +3.0%
436 PODD INSULET CORP Healthcare 22,413.0 $6.4M 0.03% NEW $284.85 -45.3%
437 HUBS HUBSPOT INC Technology 15,606.0 $6.3M 0.03% NEW $401.00 -49.1%
438 CCI CROWN CASTLE INC Real Estate 70,403.0 $6.3M 0.03% NEW $88.80 +3.9%
439 NI NISOURCE INC Utilities 148,751.0 $6.2M 0.03% NEW $41.79 +13.1%
440 MBB ISHARES TR 65,134.0 $6.2M 0.03% NEW $95.22 -1.7%
Page 22 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%