Fund HoldingsASAHI LIFE ASSET MANAGEMENT CO., LTD.

Total Portfolio Value
$164.02M
Total Bought
$35.05M
Total Sold
$41.05M
Net Transaction
-$6.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SHERWIN WILLIAMS CO(SHW)010,226+10,22603,4762.12%+3,476
NVIDIA CORPORATION(NVDA)54,27059,446+5,1766,5917,9834.87%+1,392
SERVICENOW INC(NOW)0718+71807610.46%+761
BROADCOM INC(AVGO)08,600+8,60001,9941.22%+1,994
TESLA INC(TSLA)5,9775,657-3201,5642,2851.39%+721
PALANTIR TECHNOLOGIES INC(PLTR)08,900+8,90006730.41%+673
BLACKROCK INC(BLK)0590+59006050.37%+605
LOWES COS INC(LOW)02,190+2,19005400.33%+540
BRISTOL-MYERS SQUIBB CO(BMY)09,510+9,51005380.33%+538
CHUBB LIMITED
COM
01,910+1,91005280.32%+528
T-MOBILE US INC(TMUS)02,390+2,39005280.32%+528
VERTEX PHARMACEUTICALS INC(VRTX)01,280+1,28005150.31%+515
GE VERNOVA INC(GEV)01,565+1,56505150.31%+515
NETFLIX INC(NFLX)01,115+1,11509940.61%+994
MOODYS CORP(MCO)01,060+1,06005020.31%+502
SHOPIFY INC(SHOP)04,570+4,57004860.30%+486
PAYPAL HLDGS INC(PYPL)05,640+5,64004810.29%+481
SALESFORCE INC(CRM)12,61311,696-9173,4523,9102.38%+458
AMAZON COM INC(AMZN)027,431+27,43106,0183.67%+6,018
CONSTELLATION ENERGY CORP(CEG)01,955+1,95504370.27%+437
THE CIGNA GROUP(CI)01,550+1,55004280.26%+428
OREILLY AUTOMOTIVE INC(ORLY)0353+35304190.26%+419
TORONTO DOMINION BK ONT(TD)07,820+7,82004160.25%+416
KROGER CO(KR)06,750+6,75004130.25%+413
VERISIGN INC01,940+1,94004020.24%+402
CINTAS CORP(CTAS)02,165+2,16503960.24%+396
CARDINAL HEALTH INC(CAH)03,220+3,22003810.23%+381
DELTA AIR LINES INC DEL(DAL)06,230+6,23003770.23%+377
EXELON CORP(EXC)09,940+9,94003740.23%+374
BANK NOVA SCOTIA HALIFAX06,950+6,95003730.23%+373
LINDE PLC(LIN)0882+88203690.23%+369
ADVANCED MICRO DEVICES INC(AMD)03,050+3,05003680.22%+368
EQUIFAX INC(EFX)01,440+1,44003670.22%+367
ARCH CAP GROUP LTD
ORD
03,960+3,96003660.22%+366
APTIV PLC(APTV)06,030+6,03003650.22%+365
TWILIO INC(TWLO)03,370+3,37003640.22%+364
HUMANA INC(HUM)01,420+1,42003600.22%+360
INTUITIVE SURGICAL INC0690+69003600.22%+360
FORTIVE CORP(FTV)04,780+4,78003590.22%+359
CENTENE CORP DEL(CNC)05,880+5,88003560.22%+356
GEN DIGITAL INC(GEN)012,950+12,95003550.22%+355
FACTSET RESH SYS INC(FDS)0730+73003510.21%+351
BIO RAD LABS INC01,065+1,06503500.21%+350
TRADEWEB MKTS INC(TW)02,640+2,64003460.21%+346
SS&C TECHNOLOGIES HLDGS INC(SSNC)04,560+4,56003460.21%+346
COTERRA ENERGY INC013,510+13,51003450.21%+345
WALGREENS BOOTS ALLIANCE INC036,780+36,78003430.21%+343
LIVE NATION ENTERTAINMENT IN(LYV)02,640+2,64003420.21%+342
PRICE T ROWE GROUP INC(TROW)03,020+3,02003420.21%+342
VISA INC(V)012,131+12,13103,8342.34%+3,834
ALBERTSONS COS INC017,270+17,27003390.21%+339
3M CO(MMM)9,34312,516+3,1731,2771,6160.99%+339
HENRY JACK & ASSOC INC(JKHY)01,900+1,90003330.20%+333
PRINCIPAL FINANCIAL GROUP IN(PFG)04,280+4,28003310.20%+331
AKAMAI TECHNOLOGIES INC(AKAM)03,460+3,46003310.20%+331
VIATRIS INC(VTRS)026,520+26,52003300.20%+330
INCYTE CORP(INCY)04,780+4,78003300.20%+330
BEST BUY INC(BBY)03,830+3,83003290.20%+329
BALL CORP05,890+5,89003250.20%+325
AMERICAN ELEC PWR CO INC03,520+3,52003250.20%+325
ADOBE INC(ADBE)7361,586+8503817050.43%+324
TRANSUNION(TRU)03,495+3,49503240.20%+324
LENNAR CORP(LEN)02,370+2,37003230.20%+323
OLD DOMINION FREIGHT LINE IN(ODFL)01,810+1,81003190.19%+319
BOOKING HOLDINGS INC(BKNG)064+6403180.19%+318
SOLVENTUM CORP(SOLV)04,800+4,80003170.19%+317
KEYCORP(KEY)017,950+17,95003080.19%+308
STARBUCKS CORP(SBUX)03,370+3,37003080.19%+308
DAVITA INC(DVA)02,050+2,05003070.19%+307
TOAST INC(TOST)08,300+8,30003030.18%+303
OMNICOM GROUP INC(OMC)03,480+3,48002990.18%+299
INTUIT(INTU)01,093+1,09306870.42%+687
MARKETAXESS HLDGS INC(MKTX)01,290+1,29002920.18%+292
UNION PAC CORP(UNP)01,275+1,27502910.18%+291
ALPHABET INC(GOOG)023,215+23,21504,3952.68%+4,395
S&P GLOBAL INC(SPGI)6931,288+5953586410.39%+283
WHEATON PRECIOUS METALS CORP(WPM)04,930+4,93002770.17%+277
EATON CORP PLC(ETN)0830+83002750.17%+275
STANLEY BLACK & DECKER INC(SWK)03,400+3,40002730.17%+273
GFL ENVIRONMENTAL INC(GFL)05,640+5,64002510.15%+251
OPEN TEXT CORP(OTEX)08,530+8,53002410.15%+241
TECK RESOURCES LTD(TECK)05,920+5,92002400.15%+240
SCHWAB CHARLES CORP(SCHW)03,140+3,14002320.14%+232
HOME DEPOT INC(HD)10,55811,541+9834,2784,4892.74%+211
META PLATFORMS INC(META)4,5954,828+2332,6302,8271.72%+196
BOEING CO(BA)08,916+8,91601,5780.96%+1,578
CHEVRON CORP NEW(CVX)014,246+14,24602,0631.26%+2,063
EXXON MOBIL CORP08,605+8,60509260.56%+926
PHILIP MORRIS INTL INC(PM)4,7405,830+1,0905757020.43%+126
ABBVIE INC(ABBV)05,290+5,29009400.57%+940
MORGAN STANLEY(MS)2,0502,420+3702143040.19%+91
WALMART INC(WMT)017,562+17,56201,5870.97%+1,587
KENVUE INC(KVUE)016,830+16,83003590.22%+359
CITIGROUP INC(C)08,800+8,80006190.38%+619
DOCUSIGN INC(DOCU)5,8904,820-1,0703664340.26%+68
RIVIAN AUTOMOTIVE INC(RIVN)29,41029,540+1303303930.24%+63
APPLOVIN CORP(APP)01,380+1,38004470.27%+447
ISHARES TR
MSCI INDONIA ETF
11,54015,500+3,9602602860.17%+27
WILLIAMS COS INC(WMB)9,7408,620-1,1204454670.28%+22
SOUTHWEST AIRLS CO(LUV)11,62010,820-8003443640.22%+19
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