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Portfolio (Quarterly) Guide ↗

Resona Asset Management Co.,Ltd.

· CIK 0001944142
13F Portfolio $20.1B AUM 791 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 482 Added 155 Reduced 28 Exited
Page 17 of 40  ·  791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 WDAY WORKDAY INC Technology 75,748.0 $9.8M 0.05% +2K +3.1% $129.71 -3.6%
322 INGERSOLL RAND INC 123,307.0 $9.8M 0.05% +822.0 +0.7% $79.51
323 XYL XYLEM INC Industrials 81,529.0 $9.7M 0.05% +1K +1.6% $118.87 -9.0%
324 DTE DTE ENERGY CO Utilities 66,287.0 $9.7M 0.05% +2K +3.4% $146.19 -4.4%
325 CMS CMS ENERGY CORP Utilities 124,651.0 $9.7M 0.05% +4K +3.3% $77.52 -7.0%
326 CPRT COPART INC Industrials 291,735.0 $9.7M 0.05% -3K -1.0% $33.10 -2.4%
327 AEE AMEREN CORP Utilities 87,747.0 $9.6M 0.05% +2K +2.7% $109.88 -2.3%
328 PPG PPG INDS INC Basic Materials 90,142.0 $9.5M 0.05% $105.81 -3.0%
329 MTB M & T BK CORP Financial Services 46,353.0 $9.5M 0.05% $205.64 -0.4%
330 RBLX ROBLOX CORP Technology 170,675.0 $9.5M 0.05% +4K +2.3% $55.83 -23.2%
331 SE SEA LTD Consumer Cyclical 115,827.0 $9.5M 0.05% +4K +3.4% $82.13 +7.4%
332 GIS GENERAL MILLS INC Consumer Defensive 255,602.0 $9.5M 0.05% +3K +1.3% $37.21 -11.3%
333 FISV FISERV INC Technology 170,656.0 $9.5M 0.05% +2K +1.0% $55.56 -0.4%
334 CINF CINCINNATI FINL CORP Financial Services 59,979.0 $9.4M 0.05% $157.02 +6.8%
335 CF CF INDUSTRIES HOLD Basic Materials 71,880.0 $9.4M 0.05% +754.0 +1.1% $130.81 -4.3%
336 MSTR STRATEGY INC Technology 75,623.0 $9.4M 0.05% $124.30 +42.7%
337 DG DOLLAR GEN CORP Consumer Defensive 79,202.0 $9.4M 0.05% +3K +3.6% $118.58 -13.7%
338 DOW DOW HLDGS INC Basic Materials 223,188.0 $9.3M 0.05% -20K -8.3% $41.69 -7.1%
339 EIX EDISON INTL Utilities 127,242.0 $9.3M 0.05% $72.93 -5.2%
340 DVN DEVON ENERGY CORP NEW Energy 182,825.0 $9.2M 0.05% +2K +1.4% $50.56 -2.1%
Page 17 of 40  ·  791 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 32.0%
Financial Services 12.2%
Communication Services 10.0%
Healthcare 10.0%
Consumer Cyclical 9.5%
Industrials 8.6%
Consumer Defensive 5.5%
Energy 3.8%
Real Estate 3.7%
Utilities 2.8%