Fund HoldingsASAHI LIFE ASSET MANAGEMENT CO., LTD.

Total Portfolio Value
$179.35M
Total Bought
$31.01M
Total Sold
$35.32M
Net Transaction
-$4.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)19,92320,789+8664,8436,5073.63%+1,664
MICRON TECHNOLOGY INC(MU)03,585+3,58501,0230.57%+1,023
WALMART INC(WMT)019,613+19,61302,1851.22%+2,185
QUALCOMM INC(QCOM)04,174+4,17407140.40%+714
AMPHENOL CORP NEW05,001+5,00106760.38%+676
CATERPILLAR INC(CAT)9,1988,799-3994,3895,0412.81%+652
INTEL CORP(INTC)016,640+16,64006140.34%+614
CONOCOPHILLIPS(COP)06,329+6,32905920.33%+592
BRISTOL-MYERS SQUIBB CO(BMY)010,740+10,74005790.32%+579
PNC FINL SVCS GROUP INC(PNC)02,655+2,65505540.31%+554
AMGEN INC(AMGN)10,18610,462+2762,8743,4241.91%+550
CONSTELLATION ENERGY CORP(CEG)01,531+1,53105410.30%+541
CVS HEALTH CORP(CVS)06,646+6,64605270.29%+527
WESTERN DIGITAL CORP(WDC)03,016+3,01605200.29%+520
JOHNSON CTLS INTL PLC
SHS
04,302+4,30205150.29%+515
CORNING INC(GLW)05,870+5,87005140.29%+514
ACCENTURE PLC IRELAND
SHS CLASS A
8192,618+1,7992027020.39%+500
UNITED PARCEL SERVICE INC(UPS)05,035+5,03504990.28%+499
PACCAR INC(PCAR)04,484+4,48404910.27%+491
THE CIGNA GROUP(CI)01,762+1,76204850.27%+485
TORONTO DOMINION BK ONT(TD)05,033+5,03304750.26%+475
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)05,716+5,71604740.26%+474
L3HARRIS TECHNOLOGIES INC(LHX)01,597+1,59704690.26%+469
AMERICAN INTL GROUP INC05,480+5,48004690.26%+469
GE VERNOVA INC(GEV)01,041+1,04106800.38%+680
METLIFE INC(MET)05,823+5,82304600.26%+460
M & T BK CORP(MTB)02,280+2,28004590.26%+459
SALESFORCE INC(CRM)011,571+11,57103,0651.71%+3,065
COLGATE PALMOLIVE CO(CL)05,715+5,71504520.25%+452
HUMANA INC(HUM)01,728+1,72804430.25%+443
EOG RES INC(EOG)04,210+4,21004420.25%+442
CISCO SYS INC(CSCO)16,49320,364+3,8711,1281,5690.87%+440
ELI LILLY & CO(LLY)01,793+1,79301,9271.07%+1,927
SEMPRA(SRE)04,925+4,92504350.24%+435
TAPESTRY INC(TPR)03,380+3,38004320.24%+432
SMURFIT WESTROCK PLC(SW)011,048+11,04804270.24%+427
COTERRA ENERGY INC015,930+15,93004190.23%+419
OKTA INC(OKTA)04,728+4,72804090.23%+409
UNITED AIRLS HLDGS INC(UAL)03,610+3,61004040.23%+404
ENTERGY CORP NEW(ETR)04,335+4,33504010.22%+401
EDISON INTL(EIX)06,668+6,66804000.22%+400
HEWLETT PACKARD ENTERPRISE C(HPE)016,650+16,65004000.22%+400
BAXTER INTL INC020,423+20,42303900.22%+390
RTX CORPORATION(RTX)2,4894,358+1,8694167990.45%+383
DTE ENERGY CO(DTB)02,895+2,89503730.21%+373
GEN DIGITAL INC(GEN)013,730+13,73003730.21%+373
ARCHER DANIELS MIDLAND CO06,430+6,43003700.21%+370
ROYALTY PHARMA PLC(RPRX)09,475+9,47503660.20%+366
AMERICAN FINL GROUP INC OHIO02,622+2,62203580.20%+358
BUNGE GLOBAL SA(BG)03,960+3,96003530.20%+353
BANK MONTREAL QUE02,688+2,68803500.19%+350
BOSTON SCIENTIFIC CORP(BSX)2,6376,226+3,5892575940.33%+336
LENNAR CORP(LEN)03,227+3,22703320.18%+332
APPLE INC(AAPL)36,99235,801-1,1919,4199,7335.43%+314
BARRICK MNG CORP(B)07,189+7,18903140.17%+314
CNH INDL N V
SHS
033,580+33,58003100.17%+310
INTUIT(INTU)0988+98806540.36%+654
MANULIFE FINL CORP(MFC)08,078+8,07802940.16%+294
MERCADOLIBRE INC(MELI)0145+14502920.16%+292
AT&T INC(T)026,591+26,59106610.37%+661
GILEAD SCIENCES INC(GILD)02,290+2,29002810.16%+281
SUNCOR ENERGY INC NEW(SU)06,306+6,30602800.16%+280
PAN AMERN SILVER CORP(PAAS)05,335+5,33502770.15%+277
SOUTHERN CO(SO)05,454+5,45404760.27%+476
APPLIED MATLS INC0887+88702280.13%+228
CAE INC(CAE)07,390+7,39002250.13%+225
CGI INC(GIB)02,411+2,41102230.12%+223
EXXON MOBIL CORP010,838+10,83801,3040.73%+1,304
ADVANCED MICRO DEVICES INC(AMD)04,571+4,57109790.55%+979
COMCAST CORP NEW(CCZ)019,597+19,59705860.33%+586
GOLDMAN SACHS GROUP INC(GS)9,1988,487-7117,3257,4604.16%+135
GENERAL MTRS CO(GM)7,9907,440-5504876050.34%+118
CAPITAL ONE FINL CORP(COF)02,879+2,87906980.39%+698
CITIGROUP INC(C)06,858+6,85808000.45%+800
NEWMONT CORP(NEM)6,4736,388-855466380.36%+92
DRAFTKINGS INC NEW(DKNG)011,673+11,67304020.22%+402
MICROCHIP TECHNOLOGY INC.(MCHP)07,767+7,76704950.28%+495
AMERICAN EXPRESS CO(AXP)9,1988,487-7113,0553,1401.75%+85
INTUITIVE SURGICAL INC01,259+1,25907130.40%+713
BANK AMERICA CORP019,847+19,84701,0920.61%+1,092
DELTA AIR LINES INC DEL(DAL)6,3106,240-703584330.24%+75
WELLS FARGO CO NEW(WFC)09,951+9,95109270.52%+927
LAUDER ESTEE COS INC(EL)4,1704,140-303674340.24%+66
NVIDIA CORPORATION(NVDA)54,62354,972+34910,19210,2525.72%+61
PRUDENTIAL FINL INC(PFH)3,8404,004+1643984520.25%+54
FEDEX CORP(FDX)1,9301,744-1864555040.28%+49
FORD MTR CO(F)037,130+37,13004870.27%+487
KEYCORP(KEY)020,920+20,92004320.24%+432
US BANCORP DEL(USB)09,820+9,82005240.29%+524
CITIZENS FINL GROUP INC(CFG)07,630+7,63004460.25%+446
PRICE T ROWE GROUP INC(TROW)04,062+4,06204160.23%+416
TRUIST FINL CORP(TFC)9,8789,818-604524830.27%+32
BROADCOM INC(AVGO)9,4159,059-3563,1063,1351.75%+29
INCYTE CORP(INCY)4,1863,878-3083553830.21%+28
HOWMET AEROSPACE INC(HWM)02,595+2,59505320.30%+532
META PLATFORMS INC(META)04,570+4,57003,0171.68%+3,017
INTERNATIONAL PAPER CO(IP)010,145+10,14504000.22%+400
BLACKROCK INC(BLK)563628+656566720.37%+16
CONSTELLATION BRANDS INC(STZ)2,8592,895+363853990.22%+14
REGIONS FINANCIAL CORP NEW(RF)014,320+14,32003880.22%+388
Page 1 of 1