Sompo Asset Management Co., Ltd.

CIK: 0001533504SEC EDGAR →

Portfolio Value

$583.0M

Holdings

182

As of

Q4 2025

New Positions

9

Closed Positions

11

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

80,918$50.0M
8.58%
2

ISHARES INC

660,147$44.0M
7.55%
3

ISHARES TR

421,563$40.0M
6.86%
4

ALPHABET INC

94,993$29.0M
4.97%
5

NVIDIA CORPORATION

145,547$27.0M
4.63%
6

MICROSOFT CORP

53,725$25.0M
4.29%
7

APPLE INC

90,240$24.0M
4.12%
8

VISA INC

35,237$12.0M
2.06%
9

AMAZON COM INC

44,816$10.0M
1.72%
10

JPMORGAN CHASE & CO.

28,193$9.0M
1.54%

Quarterly Changes

Top Buys

IEF↑ Increased
$1.9M
MRK↑ Increased
$1.3M
RENEW
$1.0M
UNH↑ Increased
$959K
UNP↑ Increased
$952K

Top Sells

MSFT↓ Decreased
$4.3M
GOOGL↓ Decreased
$3.7M
INTC↓ Decreased
$2.7M
META↓ Decreased
$2.0M
NVDA↓ Decreased
$1.6M

New Positions (5)

$1.0M · 3K shares
$0 · 3K shares
$0 · 47K shares
$0 · 1K 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%
Financial Services36$177.0M35.9%
Technology35$140.0M28.4%
Communication Services7$44.0M8.9%
Consumer Cyclical19$34.0M6.9%
Healthcare20$34.0M6.9%
Industrials24$25.0M5.1%
Consumer Defensive11$21.0M4.3%
Unknown9$10.0M2.0%
Basic Materials5$3.0M0.6%
Energy4$2.0M0.4%
Utilities6$2.0M0.4%
Real Estate6$1.0M0.2%