Fund HoldingsMitsubishi UFJ Asset Management (UK) Ltd.

Total Portfolio Value
$193.86M
Total Bought
$45.6K
Total Sold
$48.3K
Net Transaction
-$2.7K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
META PLATFORMS INC-CLASS A(META)010,200+10,200060.00%+6
3M CO(MMM)021,000+21,000030.00%+3
NVIDIA CORP(NVDA)062,000+62,000080.00%+8
QUEST DIAGNOSTICS INC(DGX)50013,000+12,500020.00%+2
INVESCO S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
010,000+10,000020.00%+2
TESLA INC(TSLA)3,8009,600+5,800130.00%+2
AMERICAN TOWER CORP(AMT)07,000+7,000020.00%+2
ISHARES MSCI KOKUSAI ETF0137,800+137,8000160.01%+16
COCA-COLA CO/THE(KO)022,000+22,000020.00%+2
QUALCOMM INC(QCOM)08,000+8,000010.00%+1
AMERICAN WATER WORKS CO INC10,00018,000+8,000130.00%+1
GILEAD SCIENCES INC(GILD)2,00017,000+15,000010.00%+1
THERMO FISHER SCIENTIFIC INC(TMO)02,000+2,000010.00%+1
ISHARES CORE S&P SMALL-CAP E28,50036,500+8,000340.00%+1
WALMART INC(WMT)015,000+15,000010.00%+1
WEST PHARMACEUTICAL SERVICES(WST)2,0006,000+4,000120.00%+1
INDUSTRIAL SELECT SECT SPDR
ST STR INDL ETF
08,000+8,000010.00%+1
CONSUMER STAPLES SPDR
ST STR STAPL ETF
012,700+12,700010.00%+1
RTX CORP(RTX)024,000+24,000030.00%+3
INTEL CORP(INTC)040,000+40,000010.00%+1
VERALTO CORP(VLTO)08,000+8,000010.00%+1
CHUBB LTD
COM
9,00011,000+2,000230.00%+1
LANTHEUS HOLDINGS INC(LNTH)2,8009,800+7,000010.00%+1
ILLUMINA INC(ILMN)06,000+6,000010.00%+1
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
017,000+17,000010.00%+1
APPLIED MATERIALS INC2,0006,000+4,000010.00%+1
CAVCO INDUSTRIES INC(CVCO)01,500+1,500010.00%+1
NEXTERA ENERGY INC(NEE)12,00017,000+5,000110.00%+1
PUBLIC STORAGE(PSA)01,600+1,600010.00%+1
GENERAL ELECTRIC(GE)03,000+3,000010.00%+1
LOWE'S COS INC(LOW)02,000+2,000010.00%+1
FIRST BANCORP PUERTO RICO(FBP)025,000+25,000010.00%+1
MONDELEZ INTERNATIONAL INC-A(MDLZ)07,000+7,000010.00%+1
LANCASTER COLONY CORP(MZTI)2,3005,300+3,000010.00%+1
HEALTH CARE SELECT SECTOR
ST STR CARE ETF
03,000+3,000000.00%0
SERVICENOW INC(NOW)01,900+1,900020.00%+2
BARRICK GOLD CORP10,00030,000+20,000010.00%0
MICRON TECHNOLOGY INC(MU)04,000+4,000000.00%0
PAYPAL HOLDINGS INC(PYPL)20,00020,0000120.00%0
SPDR PORTFOLIO S&P 600 SMALL
ST STR SP600 SML
90,58590,5850440.00%0
BURLINGTON STORES INC(BURL)4,0005,000+1,000110.00%0
BERKSHIRE HATHAWAY INC-CL A440230.00%0
ITRON INC(ITRI)10,00012,000+2,000110.00%0
SPROUTS FARMERS MARKET INC(SFM)2,0004,000+2,000000.00%0
BOOT BARN HOLDINGS INC7,0007,0000110.00%0
FEDERAL SIGNAL CORP(FSS)6,0008,000+2,000110.00%0
CONAGRA BRANDS INC(CAG)20,00025,000+5,000110.00%0
SAFETY INSURANCE GROUP INC(SAFT)11,50013,500+2,000110.00%0
HEALTHCARE SERVICES GROUP(HCSG)35,00054,000+19,000010.00%0
ADOBE INC(ADBE)7001,200+500010.00%0
J & J SNACK FOODS CORP(JJSF)6,0007,000+1,000110.00%0
ISHARES CORE US REIT ETF14,60015,800+1,200110.00%0
FOX FACTORY HOLDING CORP(FOXF)3,0008,000+5,000000.00%0
WEBSTER FINANCIAL CORP(WBS)15,00018,000+3,000110.00%0
BROADCOM INC(AVGO)1,40014,000+12,600220.00%0
OTIS WORLDWIDE CORP(OTIS)20,50020,5000220.00%0
UNITEDHEALTH GROUP INC(UNH)2,6002,500-100110.00%0
ATMOS ENERGY CORP(ATO)6,0006,0000110.00%0
MARSH & MCLENNAN COS(MRSH)10,50010,5000220.00%0
BADGER METER INC4,0004,0000110.00%0
SERVICE CORP INTERNATIONAL(SCI)15,00015,0000110.00%0
ROYAL GOLD INC(RGLD)7,0007,0000110.00%0
SUPERNUS PHARMACEUTICALS INC(SUPN)24,00024,0000110.00%0
HORACE MANN EDUCATORS(HMN)38,00038,0000110.00%0
LIVANOVA PLC(LIVN)17,00019,000+2,000110.00%0
INTERFACE INC(TILE)15,00015,0000000.00%0
FORTIVE CORP(FTV)13,00013,0000110.00%0
EQUINIX INC(EQIX)4004000000.00%0
EXLSERVICE HOLDINGS INC(EXLS)29,00025,000-4,000110.00%0
NEOGENOMICS INC(NEO)48,00048,0000110.00%0
SPS COMMERCE INC(SPSC)4,0004,0000110.00%0
ESSENTIAL UTILITIES INC(WTRG)15,00015,0000110.00%0
REPUBLIC SERVICES INC(RSG)1,0001,0000000.00%0
BANK OF AMERICA CORP27,00027,0000110.00%-0
CHART INDUSTRIES INC6,5007,500+1,000110.00%-0
OLLIE'S BARGAIN OUTLET HOLDI(OLLI)13,50013,5000110.00%-0
ORGANON & CO(OGN)15,00015,0000000.00%-0
INTUIT INC(INTU)7007000000.00%-0
CACI INTERNATIONAL INC -CL A(CACI)2,5002,000-500110.00%-0
OFG BANCORP(OFG)27,00021,000-6,000110.00%-0
EVERTEC INC(EVTC)23,00020,000-3,000110.00%-0
SCHLUMBERGER LTD(SLB)9,0008,000-1,000000.00%-0
NUCOR CORP(NUE)2,0001,000-1,000000.00%-0
BOYD GAMING CORP(BYD)5,0001,000-4,000000.00%-0
SALESFORCE INC(CRM)01,000+1,000000.00%0
COSTCO WHOLESALE CORP(COST)700400-300100.00%-0
ANI PHARMACEUTICALS INC(ANIP)4,0000-4,00000-0
TARGET CORP(TGT)000000
DOLLAR GENERAL CORP(DG)2,5000-2,50000-0
MOSAIC CO/THE(MOS)11,5000-11,50000-0
VANGUARD S&P SMALL-CAP 600 E148,300131,300-17,00015140.01%-0
EQT CORP(EQT)30,00020,000-10,000110.00%-0
JOHNSON & JOHNSON(JNJ)17,00013,000-4,000220.00%-0
DEXCOM INC(DXCM)5,0001,000-4,000100.00%-0
CIVITAS RESOURCES INC23,50021,500-2,000210.00%-1
PROLOGIS INC(PLD)16,00010,000-6,000210.00%-1
WD-40 CO(WDFC)2,5000-2,50010-1
EASTGROUP PROPERTIES INC(EGP)11,0007,000-4,000210.00%-1
CADENCE DESIGN SYS INC(CDNS)2,0000-2,00010-1
AON PLC-CLASS A(AON)4,5002,000-2,500110.00%-1
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