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CIK: 0001564835
Total reported value
$177.0M
$177.0M
166 檔
20.3%
According to the latest 13F quarterly dataset, Asahi Life Asset Management Co., LTD. managed an equity portfolio of $177.0M at the end of Q1 2024, spanning 166 distinct U.S. exchange-listed positions.
During Q1 2024, Asahi Life Asset Management Co., LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.57% | -0.47% | -19.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.56% | -0.14% | -12.95% | |
| 3 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.86% | +0.29% | -30.87% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | -0.05% | +42.46% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 3.22% | -0.39% | -27.24% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | -0.29% | +4.36% | |
| 7 | CAT | Caterpillar Inc | Stock-Industrials | 2.89% | +1.08% | -28.15% | |
| 8 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.76% | +0.01% | -37.69% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.55% | -0.69% | -17.50% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | -0.27% | -26.62% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.35% | +1.71% | -3.79% | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 2.26% | -0.30% | -28.40% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.12% | -0.52% | -29.26% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | -0.52% | -23.36% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.73% | -1.31% | EXIT | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.71% | -0.45% | -22.20% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.69% | -0.20% | -29.44% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.59% | -0.91% | -23.46% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.57% | +0.02% | -24.84% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | — | +8.17% | |
| 21 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.52% | -0.08% | -39.43% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.48% | -0.29% | -23.24% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 1.28% | +0.07% | -34.56% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.26% | -0.27% | -44.88% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.08% | -25.12% | |
| 26 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.77% | -0.09% | -36.10% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.69% | +7.32% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | -0.04% | -20.40% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.47% | +33.91% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.14% | -35.36% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.70% | -0.05% | -31.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.26% | -2.65% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | -0.03% | — | |
| 34 | DOW | Dow Inc | Stock-Materials | 0.62% | — | -21.88% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.42% | -4.29% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.01% | -35.61% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | +0.27% | +242.92% | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.52% | -0.08% | -9.98% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.26% | -4.60% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | — | -8.70% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.48% | — | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.41% | +0.23% | NEW | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.40% | +0.86% | — | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.16% | EXIT | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.38% | — | -6.78% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.37% | -0.09% | — | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | +0.12% | — | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.36% | -0.02% | +31.94% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.36% | +0.16% | — | |
| 50 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | +0.34% | NEW |
According to official SEC Form 13F filings, Asahi Life Asset Management Co., LTD. reported a total U.S. public equity portfolio value of $177.0M across 166 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, UNH) accounted for 20.3% of total reported equity market value during Q1 2024.
During Q1 2024, Asahi Life Asset Management Co., LTD.'s top holdings by market value included MSFT (6.6%)、AAPL (4.6%)、UNH (3.9%). The largest single position, MSFT, represented 6.6% of total portfolio value.
In Q1 2024, Asahi Life Asset Management Co., LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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