Sompo Asset Management Co., Ltd.

CIK: 0001533504SEC EDGAR →

Portfolio Value

$583K

Holdings

182

As of

Q4 2025

New Positions

9

Closed Positions

11

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES INC

660,147$44.0M
7547.17%
2

ISHARES TR

421,563$40.0M
6861.06%
3

ALPHABET INC

94,993$29.0M
4974.27%
4

NVIDIA CORPORATION

145,547$27.0M
4631.22%
5

MICROSOFT CORP

53,725$25.0M
4288.16%
6

APPLE INC

90,240$24.0M
4116.64%
7

VISA INC

35,237$12.0M
2058.32%
8

AMAZON COM INC

44,816$10.0M
1715.27%
9

JPMORGAN CHASE & CO.

28,193$9.0M
1543.74%
10

ADOBE INC

23,583$8.0M
1372.21%

Quarterly Changes

Top Buys

IEF↑ Increased
$1.9M
MRK↑ Increased
$1.3M
RENEW
$1.0M
IVV↑ Increased
$999K
NFLX↑ Increased
$998K

Top Sells

MSFT↓ Decreased
$25.0M
GOOGL↓ Decreased
$3.7M
INTC↓ Decreased
$2.7M
NVDA↓ Decreased
$1.6M
SYY↓ Decreased
$1.5M

New Positions (5)

$1.0M · 3K shares
$0 · 3K shares
$0 · 1K shares
$0 · 47K shares
$0 · 10K shares

Closed Positions (6)

$705K · 5K shares
$501K · 8K shares
$330K · 8K shares
$322K · 5K shares
$319K · 3K shares
$207K · 7K shares

Sector Breakdown

Sector# HoldingsValue%
Technology35$137.0M32.7%
Financial Services36$127.0M30.3%
Communication Services7$36.0M8.6%
Healthcare20$31.0M7.4%
Consumer Cyclical19$25.0M6.0%
Industrials24$25.0M6.0%
Consumer Defensive11$20.0M4.8%
Unknown9$10.0M2.4%
Basic Materials5$3.0M0.7%
Energy4$2.0M0.5%
Utilities6$2.0M0.5%
Real Estate6$1.0M0.2%