Fund HoldingsASAHI LIFE ASSET MANAGEMENT CO., LTD.

Total Portfolio Value
$166.82M
Total Bought
$32.66M
Total Sold
$49.61M
Net Transaction
-$16.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)5,3905,625+2352,6695,0833.05%+2,413
AMAZON COM INC(AMZN)21,59030,758+9,1683,2805,5483.33%+2,268
META PLATFORMS INC(META)4,9605,365+4051,7562,6051.56%+849
NETFLIX INC(NFLX)01,454+1,45408830.53%+883
MICRON TECHNOLOGY INC(MU)05,680+5,68006700.40%+670
PFIZER INC(PFE)022,370+22,37006210.37%+621
ADVANCED MICRO DEVICES INC(AMD)03,435+3,43506200.37%+620
UBER TECHNOLOGIES INC(UBER)07,790+7,79006000.36%+600
EATON CORP PLC(ETN)01,900+1,90005940.36%+594
PROGRESSIVE CORP(PGR)02,850+2,85005890.35%+589
MEDTRONIC PLC(MDT)06,310+6,31005500.33%+550
SHERWIN WILLIAMS CO(SHW)01,500+1,50005210.31%+521
GILEAD SCIENCES INC(GILD)06,810+6,81004990.30%+499
CHUBB LIMITED
COM
01,915+1,91504960.30%+496
SOUTHERN CO(SO)06,652+6,65204770.29%+477
NORTHROP GRUMMAN CORP(NOC)0990+99004740.28%+474
DELL TECHNOLOGIES INC(DELL)04,000+4,00004560.27%+456
BROADCOM INC(AVGO)693928+2357741,2300.74%+456
SUNCOR ENERGY INC NEW(SU)012,050+12,05004450.27%+445
CAPITAL ONE FINL CORP(COF)02,950+2,95004390.26%+439
FORD MTR CO DEL(F)032,780+32,78004350.26%+435
COLGATE PALMOLIVE CO(CL)04,800+4,80004320.26%+432
CARRIER GLOBAL CORPORATION(CARR)07,350+7,35004270.26%+427
WESTERN DIGITAL CORP.(WDC)06,260+6,26004270.26%+427
CENCORA INC01,735+1,73504220.25%+422
CELSIUS HLDGS INC(CELH)05,060+5,06004200.25%+420
MANULIFE FINL CORP(MFC)016,650+16,65004160.25%+416
MARATHON OIL CORP014,440+14,44004090.25%+409
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,000+4,00003720.22%+372
WATSCO INC(WSO)0860+86003710.22%+371
APPLIED MATLS INC01,790+1,79003690.22%+369
GODADDY INC(GDDY)03,100+3,10003680.22%+368
AECOM(ACM)03,730+3,73003660.22%+366
BALL CORP05,420+5,42003650.22%+365
SNAP ON INC(SNA)01,225+1,22503630.22%+363
BIOGEN INC(BIIB)01,660+1,66003580.21%+358
CARLYLE GROUP INC(CG)07,620+7,62003570.21%+357
AKAMAI TECHNOLOGIES INC(AKAM)03,220+3,22003500.21%+350
SMITH A O CORP(AOS)03,870+3,87003460.21%+346
BILL HOLDINGS INC05,030+5,03003460.21%+346
EXPEDITORS INTL WASH INC(EXPD)02,810+2,81003420.20%+342
CAE INC(CAE)016,520+16,52003410.20%+341
GEN DIGITAL INC(GEN)015,020+15,02003360.20%+336
UNITED THERAPEUTICS CORP DEL(UTHR)01,450+1,45003330.20%+333
ROYAL BK CDA(RY)03,300+3,30003330.20%+333
C H ROBINSON WORLDWIDE INC(CHRW)04,350+4,35003310.20%+331
BENTLEY SYS INC(BSY)06,290+6,29003280.20%+328
ALBERTSONS COS INC015,110+15,11003240.19%+324
ALNYLAM PHARMACEUTICALS INC(ALNY)02,150+2,15003210.19%+321
FRANKLIN RESOURCES INC(BEN)011,210+11,21003150.19%+315
INSULET CORP(PODD)01,820+1,82003120.19%+312
WEST FRASER TIMBER CO LTD(WFG)03,580+3,58003090.19%+309
LINDE PLC(LIN)0642+64202980.18%+298
ETSY INC(ETSY)04,310+4,31002960.18%+296
CONFLUENT INC09,490+9,49002900.17%+290
OPEN TEXT CORP(OTEX)07,360+7,36002860.17%+286
SOUTHWEST AIRLS CO(LUV)09,160+9,16002670.16%+267
STRYKER CORPORATION(SYK)0740+74002650.16%+265
TORONTO DOMINION BK ONT(TD)04,360+4,36002630.16%+263
MONDELEZ INTL INC(MDLZ)06,770+6,77004740.28%+474
BLACKROCK INC(BLK)0650+65005420.32%+542
ADOBE INC(ADBE)0996+99605030.30%+503
VERTEX PHARMACEUTICALS INC(VRTX)0560+56002340.14%+234
SCHWAB CHARLES CORP(SCHW)03,230+3,23002340.14%+234
CITIGROUP INC(C)7,2009,500+2,3003706010.36%+230
REGENERON PHARMACEUTICALS(REGN)0227+22702180.13%+218
MARSH & MCLENNAN COS INC(MRSH)01,010+1,01002080.12%+208
CONSTELLATION ENERGY CORP(CEG)3,3503,120-2303925770.35%+185
KIMBERLY-CLARK CORP(KMB)03,130+3,13004050.24%+405
BERKSHIRE HATHAWAY INC DEL2,8302,755-751,0091,1590.69%+149
ALPHABET INC(GOOG)26,94525,925-1,0203,7643,9132.35%+149
EXXON MOBIL CORP8,8508,470-3808859850.59%+100
NRG ENERGY INC(NRG)06,150+6,15004160.25%+416
EBAY INC.(EBAY)07,830+7,83004130.25%+413
WELLS FARGO CO NEW(WFC)8,1708,17004024740.28%+71
COSTCO WHSL CORP NEW(COST)94694606246930.42%+69
EXACT SCIENCES CORP(EXK)05,650+5,65003900.23%+390
FEDEX CORP(FDX)1,6801,68004254870.29%+62
MASTERCARD INCORPORATED(MA)1,8031,720-837698280.50%+59
OVINTIV INC(OVV)07,500+7,50003890.23%+389
ALLSTATE CORP(ALL)2,6402,440-2003704220.25%+53
ALTRIA GROUP INC(MO)10,63011,030+4004294810.29%+52
EDISON INTL(EIX)05,650+5,65004000.24%+400
CLEVELAND-CLIFFS INC NEW(CLF)015,810+15,81003600.22%+360
WATERS CORP(WAT)01,160+1,16003990.24%+399
QUALCOMM INC(QCOM)4,7104,300-4106817280.44%+47
DOCUSIGN INC(DOCU)05,940+5,94003540.21%+354
ARCH CAP GROUP LTD
ORD
04,190+4,19003870.23%+387
BORGWARNER INC010,170+10,17003530.21%+353
DEVON ENERGY CORP NEW(DVN)8,1508,15003694090.25%+40
HARTFORD FINL SVCS GROUP INC(HIG)03,760+3,76003870.23%+387
KEYCORP(KEY)023,090+23,09003650.22%+365
BANK AMERICA CORP15,73014,820-9105305620.34%+32
LYONDELLBASELL INDUSTRIES N
SHS - A -
03,450+3,45003530.21%+353
TYSON FOODS INC(TSN)06,210+6,21003650.22%+365
INTUITIVE SURGICAL INC0740+74002950.18%+295
AUTODESK INC1,6801,68004094380.26%+28
PRUDENTIAL FINL INC(PFH)3,6703,480-1903814090.24%+28
DISNEY WALT CO(DIS)20,20315,128-5,0751,8241,8511.11%+27
CONOCOPHILLIPS(COP)02,630+2,63003350.20%+335
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