Fund Holdings — Sompo Asset Management Co., Ltd.

Total Portfolio Value
$544.75M
Total Bought
$35.18M
Total Sold
$60.89M
Net Transaction
-$25.71M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
AMCOR PLC
COM NEW
095,664+95,66403,8030.70%+3,803
LYONDELLBASELL INDUSTRIES NV
SHS - A -
53,23964,719+11,4802,3055,2140.96%+2,909
MERCK & CO INC(MRK)50,96564,270+13,3055,3657,7311.42%+2,366
ISHARES INC
CORE MSCI EMKT
660,147668,100+7,95344,37546,6008.55%+2,225
UNITED PARCEL SVCS INC(UPS)46,34260,652+14,3104,5975,9671.10%+1,370
APPLIED MATLS INC17,34616,916-4304,4585,7821.06%+1,324
AKAMAI TECHNOLOGIES INC(AKAM)39,09640,826+1,7303,4114,6890.86%+1,278
COLGATE PALMOLIVE CO(CL)40,46752,407+11,9403,1984,4670.82%+1,269
CONOCOPHILLIPS(COP)27,65227,912+2602,5893,6840.68%+1,096
EVEREST GROUP LTD(EG)3,1775,595+2,4181,0781,8290.34%+751
COCA COLA CO(KO)104,475104,649+1747,3047,9591.46%+655
TARGET CORP(TGT)3,3907,570+4,1803319170.17%+586
EXELON CORP(EXC)33,97041,160+7,1901,4812,0180.37%+537
BRISTOL-MYERS SQUIBB CO(BMY)40,16444,554+4,3902,1662,7020.50%+536
KLA CORP(KLAC)2,6062,506-1003,1663,6900.68%+523
CONSTELLATION BRANDS INC(STZ)1,5004,740+3,2402077110.13%+504
INTUIT(INTU)2,3404,712+2,3721,5502,0370.37%+487
AUTOMATIC DATA PROCESSING IN2,1505,080+2,9305531,0320.19%+479
KLARNA GROUP PLC(KLAR)032,600+32,60004270.08%+427
UNION PAC CORP(UNP)25,30125,861+5605,8536,2741.15%+422
TEXAS INSTRS INC(TXN)25,81525,135-6804,4794,8800.90%+401
CATERPILLAR INC(CAT)2,3802,460+801,3631,7430.32%+379
BECTON DICKINSON & CO(BDX)5,8049,304+3,5001,1261,4630.27%+336
ISHARES TR421,563428,240+6,67740,53740,8717.50%+334
JOHNSON & JOHNSON(JNJ)36,28232,039-4,2437,5097,8321.44%+323
BIOGEN INC(BIIB)7,5768,776+1,2001,3331,6090.30%+276
VERIZON COMMUNICATIONS INC(VZ)72,78064,130-8,6502,9643,2190.59%+255
NEXTERA ENERGY INC(NEE)23,38222,952-4301,8772,1320.39%+255
CHUBB LTD SWITZ
COM
0770+77002510.05%+251
SCHWAB CHARLES CORP(SCHW)3,8606,760+2,9003866350.12%+250
PPG INDS INC(PPG)02,190+2,19002340.04%+234
LAM RESEARCH CORP(LRCX)9,7508,880-8701,6691,8970.35%+228
VALE S A013,030+13,03002070.04%+207
COSTCO WHOLESALE CORPORATION(COST)1,3601,36001,1731,3550.25%+182
FEDEX CORP(FDX)2,2202,250+306418010.15%+160
CHEVRON CORPORATION(CVX)2,8872,817-704405830.11%+143
DEERE & CO(DE)1,3201,340+206157550.14%+140
SLB LIMITED(SLB)20,01017,660-2,3507689080.17%+140
INTERCONTINENTAL EXCHANGE IN(ICE)3,1204,070+9505056400.12%+135
HONEYWELL INTL INC(HON)2,7302,890+1605336530.12%+121
EATON CORP PLC(ETN)2,5102,51007998980.16%+98
EXXON MOBIL CORP1,8701,87002253170.06%+92
CORTEVA INC(CTVA)9,2608,480-7806217100.13%+89
MASTERCARD INCORPORATED(MA)9001,200+3005146000.11%+86
GILEAD SCIENCES INC(GILD)4,9604,96006096910.13%+82
CHIME FINL INC(CHYM)10,10017,600+7,5002543300.06%+75
ZIMMER BIOMET HOLDINGS INC(ZBH)2,3303,130+8002102830.05%+74
NASDAQ INC(NDAQ)5,4106,910+1,5005255870.11%+61
PFIZER INC(PFE)18,80018,80004685280.10%+60
ZOETIS INC(ZTS)3,8404,590+7504835430.10%+59
AMGEN INC(AMGN)1,8101,830+205926440.12%+51
MICRON TECHNOLOGY INC(MU)96096002743240.06%+50
CME GROUP INC(CME)2,2302,23006096590.12%+50
CONSOLIDATED EDISON INC(ED)3,4303,43003413880.07%+48
MCKESSON CORP(MCK)630650+205175620.10%+46
STARBUCKS CORP(SBUX)7,5907,59006396800.12%+41
PACCAR INC(PCAR)6,5206,52007147530.14%+39
TRANE TECHNOLOGIES PLC(TT)1,4101,41005495880.11%+39
EASTMAN CHEM CO(EMN)3,8603,720-1402462840.05%+38
CARMAX INC(KMX)26,14525,185-9601,0101,0470.19%+37
PROCTER & GAMBLE CO(PG)3,3903,600+2104865200.10%+34
DOMINION ENERGY INC(D)29,26028,260-1,0001,7141,7470.32%+33
MONDELEZ INTL INC(MDLZ)4,7504,970+2202562860.05%+31
US BANCORP(USB)8,5009,230+7304544800.09%+26
SOUTHERN CO(SO)2,9002,850-502532750.05%+22
WASTE MGMT INC DEL(WM)2,0202,02004444640.09%+20
PUBLIC STORAGE OPER CO(PSA)1,8801,870-104885070.09%+19
PNC FINL SVCS GROUP INC(PNC)2,2702,360+904744910.09%+17
WALMART INC(WMT)33,06029,750-3,3103,6833,6970.68%+14
SEMPRA(SRE)8,2507,620-6307287400.14%+12
PRINCIPAL FINANCIAL GROUP IN(PFG)4,2404,24003743820.07%+8
LOWES COS INC(LOW)2,8502,920+706876900.13%+3
AUTOZONE INC(AZO)606002032030.04%-1
COPART INC(CPRT)33,60039,480+5,8801,3151,3110.24%-5
ELEVANCE HEALTH INC FORMERLY(ELV)1,0601,250+1903723660.07%-6
BEST BUY INC(BBY)3,2203,22002162070.04%-9
GENERAL DYNAMICS CORP(GD)4,9004,780-1201,6501,6410.30%-9
STATE STR CORP(STT)3,7203,72004804710.09%-9
BERKSHIRE HATHAWAY INC DEL70070003523350.06%-16
VULCAN MATLS CO(VMC)1,6301,63004654440.08%-21
PROLOGIS INC.(PLD)8,3707,890-4801,0691,0430.19%-26
PEPSICO INC(PEP)2,6002,220-3803733450.06%-28
ALLSTATE CORP(ALL)9,5809,480-1001,9941,9660.36%-28
AVALONBAY CMNTYS INC1,8701,900+303393100.06%-29
CONSTELLATION ENERGY CORP(CEG)1,6001,920+3205655360.10%-29
OMNICOM GROUP INC(OMC)4,8504,810-403923620.07%-29
AT&T INC(T)22,64018,330-4,3105625310.10%-31
AVERY DENNISON CORP10,09210,432+3401,8361,8010.33%-34
CARDINAL HEALTH INC(CAH)2,3302,090-2404794420.08%-37
EQUINIX INC(EQIX)500350-1503833430.06%-40
CORPAY INC(CPAY)1,3601,260-1004093670.07%-43
ISHARES TR2,2462,281+351,5381,4900.27%-48
PROGRESSIVE CORP(PGR)1,6501,65003763270.06%-49
CROWN CASTLE INC(CCI)10,31010,620+3109168640.16%-53
D R HORTON INC(DHI)2,4402,170-2703512980.05%-54
3M CO(MMM)2,2902,150-1403673120.06%-54
SIMON PPTY GROUP INC NEW(SPG)2,0101,700-3103723170.06%-55
MCDONALDS CORP(MCD)1,2601,060-2003853290.06%-56
GENERAL MTRS CO(GM)8,3708,37006816240.11%-57
LOCKHEED MARTIN CORP(LMT)1,6101,190-4207797190.13%-59
Page 1 of 2
Sompo Asset Management Co., Ltd. — 13F Holdings — Q1 2026 | TickerTrail