Fund HoldingsASAHI LIFE ASSET MANAGEMENT CO., LTD.

Total Portfolio Value
$185.40M
Total Bought
$185.40M
Total Sold
$290.14B
Net Transaction
-$289.95B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)032,403+32,403012,1856.57%+12,185
UNITEDHEALTH GROUP INC(UNH)018,812+18,81209,9045.34%+9,904
APPLE INC(AAPL)050,945+50,94509,8085.29%+9,808
GOLDMAN SACHS GROUP INC(GS)017,698+17,69806,8273.68%+6,827
HOME DEPOT INC(HD)019,273+19,27306,6793.60%+6,679
CATERPILLAR INC(CAT)018,293+18,29305,4092.92%+5,409
AMGEN INC(AMGN)018,488+18,48805,3252.87%+5,325
MCDONALDS CORP(MCD)017,703+17,70305,2492.83%+5,249
VISA INC(V)019,778+19,77805,1492.78%+5,149
SALESFORCE INC(CRM)017,138+17,13804,5102.43%+4,510
BOEING CO(BA)016,853+16,85304,3932.37%+4,393
HONEYWELL INTL INC(HON)019,228+19,22804,0322.17%+4,032
JPMORGAN CHASE & CO(JPM)022,603+22,60303,8452.07%+3,845
ALPHABET INC(GOOG)026,945+26,94503,7642.03%+3,764
JOHNSON & JOHNSON(JNJ)023,198+23,19803,6361.96%+3,636
TRAVELERS COMPANIES INC(TRV)018,208+18,20803,4681.87%+3,468
AMERICAN EXPRESS CO(AXP)017,528+17,52803,2841.77%+3,284
AMAZON COM INC(AMZN)021,590+21,59003,2801.77%+3,280
CHEVRON CORP NEW(CVX)021,948+21,94803,2741.77%+3,274
INTERNATIONAL BUSINESS MACHS(IBM)020,008+20,00803,2721.77%+3,272
PROCTER AND GAMBLE CO(PG)021,458+21,45803,1441.70%+3,144
WALMART INC(WMT)019,493+19,49303,0731.66%+3,073
NVIDIA CORPORATION(NVDA)05,390+5,39002,6691.44%+2,669
MERCK & CO INC(MRK)024,445+24,44502,6651.44%+2,665
NIKE INC(NKE)021,398+21,39802,3231.25%+2,323
DISNEY WALT CO(DIS)020,203+20,20301,8240.98%+1,824
3M CO(MMM)016,178+16,17801,7690.95%+1,769
META PLATFORMS INC(META)04,960+4,96001,7560.95%+1,756
TESLA INC(TSLA)06,232+6,23201,5490.84%+1,549
CISCO SYS INC(CSCO)030,413+30,41301,5360.83%+1,536
COCA COLA CO(KO)025,488+25,48801,5020.81%+1,502
ELI LILLY & CO(LLY)02,333+2,33301,3600.73%+1,360
DOW INC(DOW)022,808+22,80801,2510.67%+1,251
INTEL CORP(INTC)021,838+21,83801,0970.59%+1,097
BERKSHIRE HATHAWAY INC DEL02,830+2,83001,0090.54%+1,009
ABBVIE INC(ABBV)05,865+5,86509090.49%+909
EXXON MOBIL CORP08,850+8,85008850.48%+885
BROADCOM INC(AVGO)0693+69307740.42%+774
MASTERCARD INCORPORATED(MA)01,803+1,80307690.41%+769
VERIZON COMMUNICATIONS INC(VZ)019,608+19,60807390.40%+739
INTUIT(INTU)01,130+1,13007060.38%+706
QUALCOMM INC(QCOM)04,710+4,71006810.37%+681
UNION PAC CORP(UNP)02,565+2,56506300.34%+630
SERVICENOW INC(NOW)0885+88506250.34%+625
COSTCO WHSL CORP NEW(COST)0946+94606240.34%+624
GENERAL ELECTRIC CO(GE)04,610+4,61005880.32%+588
AT&T INC(T)033,240+33,24005580.30%+558
TJX COS INC NEW(TJX)05,890+5,89005530.30%+553
BANK AMERICA CORP015,730+15,73005300.29%+530
SHOPIFY INC(SHOP)(Put)06,700+6,7000524+524
UNITED PARCEL SERVICE INC(UPS)03,325+3,32505230.28%+523
PEPSICO INC(PEP)03,075+3,07505220.28%+522
AUTOMATIC DATA PROCESSING IN02,210+2,21005150.28%+515
LOCKHEED MARTIN CORP(LMT)01,122+1,12205090.27%+509
BLACKSTONE INC(BX)03,860+3,86005050.27%+505
PALO ALTO NETWORKS INC(PANW)01,690+1,69004980.27%+498
ACCENTURE PLC IRELAND
SHS CLASS A
01,404+1,40404930.27%+493
T-MOBILE US INC(TMUS)03,010+3,01004830.26%+483
ILLINOIS TOOL WKS INC(ITW)01,825+1,82504780.26%+478
THERMO FISHER SCIENTIFIC INC(TMO)0875+87504640.25%+464
CANADIAN PACIFIC KANSAS CITY(CP)(Put)05,740+5,7400456+456
TARGET CORP(TGT)03,155+3,15504490.24%+449
LENNAR CORP(LEN)02,890+2,89004310.23%+431
ALTRIA GROUP INC(MO)010,630+10,63004290.23%+429
PACCAR INC(PCAR)04,380+4,38004280.23%+428
EOG RES INC(EOG)03,530+3,53004270.23%+427
CROWDSTRIKE HLDGS INC(CRWD)01,665+1,66504250.23%+425
FEDEX CORP(FDX)01,680+1,68004250.23%+425
WALGREENS BOOTS ALLIANCE INC016,178+16,17804220.23%+422
ABBOTT LABS03,760+3,76004140.22%+414
HUMANA INC(HUM)0895+89504100.22%+410
AUTODESK INC01,680+1,68004090.22%+409
SNOWFLAKE INC(SNOW)02,045+2,04504070.22%+407
WELLS FARGO CO NEW(WFC)08,170+8,17004020.22%+402
MANULIFE FINL CORP(MFC)(Put)017,950+17,9500399+399
NEWMONT CORP(NEM)09,580+9,58003970.21%+397
ATLASSIAN CORPORATION01,660+1,66003950.21%+395
CUMMINS INC(CMI)01,645+1,64503940.21%+394
GRAINGER W W INC(GWW)0474+47403930.21%+393
CONSTELLATION ENERGY CORP(CEG)03,350+3,35003920.21%+392
COMCAST CORP NEW(CCZ)08,920+8,92003910.21%+391
SUNCOR ENERGY INC NEW(SU)(Put)012,050+12,0500388+388
EXELON CORP(EXC)010,770+10,77003870.21%+387
METLIFE INC(MET)05,800+5,80003840.21%+384
DANAHER CORPORATION(DHR)01,650+1,65003820.21%+382
CELANESE CORP DEL(CE)02,455+2,45503810.21%+381
PRUDENTIAL FINL INC(PFH)03,670+3,67003810.21%+381
VEEVA SYS INC(VEEV)01,970+1,97003790.20%+379
DATADOG INC(DDOG)03,120+3,12003790.20%+379
PAYCHEX INC(PAYX)03,170+3,17003780.20%+378
FORTINET INC(FTNT)06,430+6,43003760.20%+376
U HAUL HOLDING COMPANY05,310+5,31003740.20%+374
IDEXX LABS INC(IDXX)0670+67003720.20%+372
CITIGROUP INC(C)07,200+7,20003700.20%+370
ALLSTATE CORP(ALL)02,640+2,64003700.20%+370
DEVON ENERGY CORP NEW(DVN)08,150+8,15003690.20%+369
CLOUDFLARE INC(NET)04,420+4,42003680.20%+368
VERISK ANALYTICS INC(VRSK)01,535+1,53503670.20%+367
KRAFT HEINZ CO(KHC)09,860+9,86003650.20%+365
KROGER CO(KR)07,970+7,97003640.20%+364
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