Fund Holdings

Sompo Asset Management Co., Ltd.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AMCOR PLC095,664+95,66403,802,6440.70%+3,802,644
LYONDELLBASELL INDUSTRIES NV064,719+64,71905,213,7620.96%+5,213,762
MERCK & CO INC(MRK)064,270+64,27007,731,0381.42%+7,731,038
ISHARES INC0668,100+668,100046,599,9758.55%+46,599,975
UNITED PARCEL SVCS INC(UPS)060,652+60,65205,966,9431.10%+5,966,943
APPLIED MATLS INC016,916+16,91605,781,7191.06%+5,781,719
AKAMAI TECHNOLOGIES INC(AKAM)040,826+40,82604,688,8660.86%+4,688,866
COLGATE PALMOLIVE CO(CL)052,407+52,40704,466,6480.82%+4,466,648
CONOCOPHILLIPS(COP)027,912+27,91203,684,3840.68%+3,684,384
EVEREST GROUP LTD(EG)05,595+5,59501,828,7250.34%+1,828,725
COCA COLA CO(KO)0104,649+104,64907,958,5561.46%+7,958,556
TARGET CORP(TGT)07,570+7,5700917,4840.17%+917,484
EXELON CORP(EXC)041,160+41,16002,017,6630.37%+2,017,663
BRISTOL-MYERS SQUIBB CO(BMY)044,554+44,55402,702,2000.50%+2,702,200
KLA CORP(KLAC)02,506+2,50603,689,8590.68%+3,689,859
CONSTELLATION BRANDS INC(STZ)04,740+4,7400711,0000.13%+711,000
INTUIT(INTU)04,712+4,71202,037,3740.37%+2,037,374
AUTOMATIC DATA PROCESSING IN05,080+5,08001,032,1540.19%+1,032,154
KLARNA GROUP PLC(KLAR)032,600+32,6000426,7340.08%+426,734
UNION PAC CORP(UNP)025,861+25,86106,274,3951.15%+6,274,395
TEXAS INSTRS INC(TXN)025,135+25,13504,879,7080.90%+4,879,708
CATERPILLAR INC(CAT)02,460+2,46001,742,8110.32%+1,742,811
BECTON DICKINSON & CO(BDX)09,304+9,30401,462,8670.27%+1,462,867
ISHARES TR0428,240+428,240040,871,2257.50%+40,871,225
JOHNSON & JOHNSON(JNJ)032,039+32,03907,831,6131.44%+7,831,613
BIOGEN INC(BIIB)08,776+8,77601,608,9040.30%+1,608,904
VERIZON COMMUNICATIONS INC(VZ)064,130+64,13003,219,3260.59%+3,219,326
NEXTERA ENERGY INC(NEE)022,952+22,95202,131,7810.39%+2,131,781
CHUBB LTD SWITZ0770+7700250,9660.05%+250,966
SCHWAB CHARLES CORP(SCHW)06,760+6,7600635,3040.12%+635,304
PPG INDS INC(PPG)02,190+2,1900234,0670.04%+234,067
LAM RESEARCH CORP(LRCX)08,880+8,88001,897,3000.35%+1,897,300
VALE S A013,030+13,0300207,3070.04%+207,307
COSTCO WHOLESALE CORPORATION(COST)01,360+1,36001,355,1440.25%+1,355,144
FEDEX CORP(FDX)02,250+2,2500801,4050.15%+801,405
CHEVRON CORPORATION(CVX)02,817+2,8170582,8370.11%+582,837
DEERE & CO(DE)01,340+1,3400754,8220.14%+754,822
SLB LIMITED(SLB)017,660+17,6600907,5470.17%+907,547
INTERCONTINENTAL EXCHANGE IN(ICE)04,070+4,0700640,1290.12%+640,129
HONEYWELL INTL INC(HON)02,890+2,8900653,2260.12%+653,226
EATON CORP PLC(ETN)02,510+2,5100897,7510.16%+897,751
EXXON MOBIL CORP(XOM)01,870+1,8700317,2640.06%+317,264
CORTEVA INC(CTVA)08,480+8,4800709,8600.13%+709,860
MASTERCARD INCORPORATED(MA)01,200+1,2000599,5920.11%+599,592
GILEAD SCIENCES INC(GILD)04,960+4,9600691,2750.13%+691,275
CHIME FINL INC(CHYM)017,600+17,6000329,6480.06%+329,648
ZIMMER BIOMET HOLDINGS INC(ZBH)03,130+3,1300283,0140.05%+283,014
NASDAQ INC(NDAQ)06,910+6,9100586,5890.11%+586,589
PFIZER INC(PFE)018,800+18,8000527,9040.10%+527,904
ZOETIS INC(ZTS)04,590+4,5900542,5830.10%+542,583
AMGEN INC(AMGN)01,830+1,8300643,8850.12%+643,885
MICRON TECHNOLOGY INC(MU)0960+9600324,3260.06%+324,326
CME GROUP INC(CME)02,230+2,2300658,6300.12%+658,630
CONSOLIDATED EDISON INC(ED)03,430+3,4300388,2070.07%+388,207
MCKESSON CORP(MCK)0650+6500562,4840.10%+562,484
STARBUCKS CORP(SBUX)07,590+7,5900679,9880.12%+679,988
PACCAR INC(PCAR)06,520+6,5200753,0600.14%+753,060
TRANE TECHNOLOGIES PLC(TT)01,410+1,4100587,6030.11%+587,603
EASTMAN CHEM CO(EMN)03,720+3,7200283,9100.05%+283,910
CARMAX INC(KMX)025,185+25,18501,047,1920.19%+1,047,192
PROCTER & GAMBLE CO(PG)03,600+3,6000519,9840.10%+519,984
DOMINION ENERGY INC(D)028,260+28,26001,747,0330.32%+1,747,033
MONDELEZ INTL INC(MDLZ)04,970+4,9700286,4700.05%+286,470
US BANCORP(USB)09,230+9,2300480,0520.09%+480,052
SOUTHERN CO(SO)02,850+2,8500275,0820.05%+275,082
WASTE MGMT INC DEL(WM)02,020+2,0200464,1750.09%+464,175
PUBLIC STORAGE OPER CO(PSA)01,870+1,8700506,5450.09%+506,545
PNC FINL SVCS GROUP INC(PNC)02,360+2,3600491,0920.09%+491,092
WALMART INC(WMT)029,750+29,75003,697,3300.68%+3,697,330
SEMPRA(SRE)07,620+7,6200740,4350.14%+740,435
PRINCIPAL FINANCIAL GROUP IN(PFG)04,240+4,2400382,0660.07%+382,066
LOWES COS INC(LOW)02,920+2,9200689,9370.13%+689,937
AUTOZONE INC(AZO)060+600202,6660.04%+202,666
COPART INC(CPRT)039,480+39,48001,310,7360.24%+1,310,736
ELEVANCE HEALTH INC FORMERLY(ELV)01,250+1,2500365,9370.07%+365,937
BEST BUY INC(BBY)03,220+3,2200206,7240.04%+206,724
GENERAL DYNAMICS CORP(GD)04,780+4,78001,640,5910.30%+1,640,591
STATE STR CORP(STT)03,720+3,7200470,8030.09%+470,803
BERKSHIRE HATHAWAY INC DEL0700+7000335,4400.06%+335,440
VULCAN MATLS CO(VMC)01,630+1,6300443,8490.08%+443,849
PROLOGIS INC.(PLD)07,890+7,89001,042,9000.19%+1,042,900
PEPSICO INC(PEP)02,220+2,2200344,7430.06%+344,743
ALLSTATE CORP(ALL)09,480+9,48001,965,5830.36%+1,965,583
AVALONBAY CMNTYS INC01,900+1,9000310,3650.06%+310,365
CONSTELLATION ENERGY CORP(CEG)01,920+1,9200536,1600.10%+536,160
OMNICOM GROUP INC(OMC)04,810+4,8100362,2410.07%+362,241
AT&T INC(T)018,330+18,3300531,3860.10%+531,386
AVERY DENNISON CORP010,432+10,43201,801,3970.33%+1,801,397
CARDINAL HEALTH INC(CAH)02,090+2,0900441,6370.08%+441,637
EQUINIX INC(EQIX)0350+3500343,0840.06%+343,084
CORPAY INC(CPAY)01,260+1,2600366,6470.07%+366,647
ISHARES TR02,281+2,28101,489,9720.27%+1,489,972
PROGRESSIVE CORP(PGR)01,650+1,6500327,0960.06%+327,096
CROWN CASTLE INC(CCI)010,620+10,6200863,5120.16%+863,512
D R HORTON INC(DHI)02,170+2,1700297,7670.05%+297,767
3M CO(MMM)02,150+2,1500312,2440.06%+312,244
SIMON PPTY GROUP INC NEW(SPG)01,700+1,7000317,1010.06%+317,101
MCDONALDS CORP(MCD)01,060+1,0600329,4370.06%+329,437
GENERAL MTRS CO(GM)08,370+8,3700623,5650.11%+623,565
LOCKHEED MARTIN CORP(LMT)01,190+1,1900719,2240.13%+719,224
Page 1 of 2