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CIK: 0001564835
Total reported value
$177.0M
$177.0M
155 檔
21.7%
As reported in its official Q3 2024 Form 13F filing, Asahi Life Asset Management Co., LTD.'s tracked investment portfolio stood at $177.0M with 155 total positions.
In Q3 2024, Asahi Life Asset Management Co., LTD. displayed an active expansion posture, initiating 28 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | -0.47% | +2.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.83% | -0.14% | +5.40% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | -0.29% | +3.59% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.80% | +0.29% | -2.12% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.05% | +2.97% | |
| 6 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.20% | +0.01% | +6.73% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.59% | -0.39% | +5.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.49% | +1.71% | +4.16% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.24% | -0.30% | +6.78% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.21% | +1.08% | -12.07% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.12% | -0.27% | -1.79% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.09% | -0.69% | +23.41% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.06% | -0.52% | +4.75% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.78% | -0.52% | +10.73% | |
| 15 | AXP | American Express Co | Stock-Financials | 1.73% | -0.20% | +20.74% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.72% | +0.02% | +8.75% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.70% | -0.27% | +45.07% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | — | -7.64% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.52% | -1.31% | EXIT | |
| 20 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.32% | -0.08% | +6.90% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.45% | -9.56% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.19% | -0.29% | +21.85% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.91% | -9.34% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | -0.14% | +5.54% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.26% | +4.34% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | -0.03% | +5.10% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.69% | -15.33% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | -0.04% | +53.34% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.86% | +0.07% | +6.90% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.01% | +162.49% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.77% | -0.05% | +6.90% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.47% | +647.71% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.26% | +3.25% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.68% | EXIT | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.08% | +32.70% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.59% | +0.05% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | +0.01% | +6.10% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | -0.48% | +87.23% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.01% | -22.94% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | -0.09% | +3.58% | |
| 41 | GE | General Electric | Stock-Industrials | 0.49% | +0.24% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.42% | -41.79% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | — | +57.88% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.03% | +10.32% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | +0.15% | +4.16% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.41% | -0.01% | +1.07% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.40% | -0.48% | EXIT | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.40% | -0.09% | +11.52% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.39% | — | +101.19% | |
| 50 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.35% | — | +15.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.7% | +45.07% | Add |
| 2 | ORCL | Oracle CORP | +0.6% | NEW | New buy |
| 3 | GE | General Electric | +0.5% | NEW | New buy |
| 4 | CSCO | Cisco Systems Inc | +0.5% | +162.49% | Add |
| 5 | PM | Philip Morris International | +0.4% | NEW | New buy |
| 6 | LRCXEUR | Lam Research CORP | +0.4% | NEW | New buy |
| 7 | AXP | American Express Co | +0.3% | +20.74% | Add |
| 8 | BX | Blackstone Inc | +0.3% | NEW | New buy |
| 9 | COP | Conocophillips | +0.3% | NEW | New buy |
| 10 | UPS | United Parcel Service-cl B | +0.3% | NEW | New buy |
| 11 | KLAC | Kla CORP | +0.3% | NEW | New buy |
| 12 | MSI | Motorola Solutions Inc | +0.3% | NEW | New buy |
| 13 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | New buy |
| 14 | KO | Coca-cola Co/the | +0.3% | +53.34% | Add |
| 15 | MELI | Mercadolibre Inc | +0.3% | NEW | New buy |
| 16 | KKR | Kkr & Co Inc | +0.3% | NEW | New buy |
| 17 | COF | Capital One Financial CORP | +0.3% | NEW | New buy |
| 18 | PEP | Pepsico Inc | +0.3% | NEW | New buy |
| 19 | NEM | Newmont CORP | +0.3% | NEW | New buy |
| 20 | CRM | Salesforce Inc | +0.3% | +23.41% | Add |
| 21 | FDX | Fedex CORP | +0.3% | NEW | New buy |
| 22 | EXPD | Expeditors Intl Wash Inc | +0.3% | NEW | New buy |
| 23 | CMI | Cummins Inc | +0.3% | NEW | New buy |
| 24 | D | Dominion Energy Inc | +0.3% | NEW | New buy |
| 25 | SRE | Sempra | +0.3% | NEW | New buy |
| 26 | WMB | Williams Cos Inc | +0.3% | NEW | New buy |
| 27 | TRP | Tc Energy CORP | +0.3% | NEW | New buy |
| 28 | ALNY | Alnylam Pharmaceuticals Inc | +0.3% | NEW | New buy |
| 29 | FTNT | Fortinet Inc | +0.3% | NEW | New buy |
| 30 | ED | Consolidated Edison Inc | +0.3% | NEW | New buy |
| 31 | STZ | Constellation Brands Inc-a | +0.3% | NEW | New buy |
| 32 | EXK | Exact Sciences CORP | +0.3% | NEW | New buy |
| 33 | MCD | Mcdonald's CORP | +0.3% | +10.73% | Add |
| 34 | LNG | Cheniere Energy Inc | +0.3% | NEW | New buy |
| 35 | HD | Home Depot Inc | +0.2% | +5.79% | Add |
| 36 | TSLA | Tesla Inc | +0.2% | +5.10% | Add |
| 37 | AAPL | Apple Inc | +0.2% | +5.40% | Add |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +6.73% | Add |
| 39 | UNH | Unitedhealth Group Inc | 0% | -2.12% | Trim |
| 40 | MPWR | Monolithic Power Systems Inc | -0.3% | EXIT | Sold out |
| 41 | KMB | Kimberly-clark CORP | -0.3% | EXIT | Sold out |
| 42 | CNQ | Canadian Natural Resources | -0.3% | EXIT | Sold out |
| 43 | APH | Amphenol Corp-cl A | -0.3% | EXIT | Sold out |
| 44 | CL | Colgate-palmolive Co | -0.3% | EXIT | Sold out |
| 45 | CI | THE Cigna Group | -0.3% | EXIT | Sold out |
| 46 | ADI | Analog Devices Inc | -0.4% | EXIT | Sold out |
| 47 | RY | Royal Bank Of Canada | -0.4% | EXIT | Sold out |
| 48 | MU | Micron Technology Inc | -0.4% | EXIT | Sold out |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -41.79% | Trim |
| 50 | AMD | Advanced Micro Devices | -0.6% | EXIT | Sold out |
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 155 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 21.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
ORCL
市值: $974.7K
Top Position Liquidated / Trimmed
AMD
前期市值: $841.1K
During Q3 2024, Asahi Life Asset Management Co., LTD.'s top holdings by market value included MSFT (6.3%)、AAPL (5.8%)、NVDA (4.0%). The largest single position, MSFT, represented 6.3% of total portfolio value.
In Q3 2024, Asahi Life Asset Management Co., LTD. made 50 total portfolio adjustments, initiating 28 new buys, adding to 10 positions, trimming 2 holdings, and fully liquidating 10 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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