Japan Science & Technology Agency: 13F Holdings & AI Insights

CIK: 0001948391

Momentum followerQuality / disciplined sizingLong-term holder

Total reported value

$4.8B

Reporting period: 2026-03-31 · Number of holdings: 12

Japan Science & Technology Agency disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.8B and a quarterly turnover rate of 17.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "J"

Personality snowflake

Concentration: 47.68
Portfolio Stability: 16.96
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 24
Sizing Uniformity: 93.15

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim IVV
-27.6%　-$248.1M
Add IEMG
+51.5%　$117.2M
Trim RSP
-25.0%　-$180.4M
Add HYG
0.0%　-$11.1M
Trim LQD
-17.5%　-$208.5M
Add USHY
0.0%　-$7.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	19.27%	-1.60%	-17.46%
2	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	17.18%	+1.79%	—
3	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	11.51%	-3.22%	-27.59%
4	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	11.35%	-2.00%	-24.98%
5	USHY	Ishares Broad Usd High Yield	ETF-High Yield	10.96%	+1.12%	—
6	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	6.70%	+2.93%	+51.46%
7	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	5.77%	+0.59%	—
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	4.88%	+0.46%	—
9	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	3.91%	+0.41%	—
10	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.83%	-0.72%	-20.84%
11	VUG	Vanguard Growth ETF	ETF-Other	3.19%	+0.04%	—
12	VTV	Vanguard Value ETF	ETF-Other	1.46%	+0.21%	—

Portfolio Performance

Performance for Q3 2026

+1.3%

Performance Last 4 Quarters

+8.1%

Based on 74% of reported portfolio value with available pricing

Stdev: +5.4%
Beta: +0.32
Alpha: +1.3%
Max Drawdown: -3.1%
Annualized Perf: +7.3%
Batting Avg vs S&P: +36.1%
Sortino: +2.59
Stutzer: +0.39
Treynor: +0.22
Sterling: +0.58
Calmar: +2.32
Information Ratio: -1.18
Tracking Error: +9.5%
Stdev Down: +2.8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +12.9%
Worst 12 Months: +4.2%
Efficiency Ratio: +0.49
Sharpe: +1.33
Stdev Sectors: —
Skewness: +0.01
Kurtosis: +0.16
Upside Potential: +4.16

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	12	$4.8B	17	1LQD 2HYG 3IVV Top holdings2026-03-31 1.LQD 2.HYG 3.IVV 4.RSP 5.USHY 6.IEMG 7.JNK 8.EMB 9.SHYG 10.QQQ
2025-12-31	12	$5.4B	13	1LQD 2HYG 3IVV Top holdings2025-12-31 1.LQD 2.HYG 3.IVV 4.RSP 5.USHY 6.JNK 7.QQQ 8.EMB 9.IEMG 10.SHYG
2025-09-30	13	$5.6B	50	1LQD 2HYG 3IVV Top holdings2025-09-30 1.LQD 2.HYG 3.IVV 4.RSP 5.USHY 6.JNK 7.EMB 8.SHYG 9.QQQ 10.VUG
2025-06-30	13	$6.3B	0	1LQD 2HYG 3IVV Top holdings2025-06-30 1.LQD 2.HYG 3.IVV 4.RSP 5.VCIT 6.IGSB 7.USHY 8.JNK 9.IGIB 10.USIG
2025-03-31	13	$6.5B	0	1LQD 2HYG 3IVV Top holdings2025-03-31 1.LQD 2.HYG 3.IVV 4.RSP 5.VCIT 6.IGSB 7.VCSH 8.USHY 9.JNK 10.IGIB
2024-12-31	11	$5.8B	0	1LQD 2HYG 3VCIT Top holdings2024-12-31 1.LQD 2.HYG 3.VCIT 4.VCSH 5.IGSB 6.IGIB 7.USIG 8.USHY 9.JNK 10.SHYG
2024-09-30	13	$7.6B	0	1LQD 2VCSH 3VCIT Top holdings2024-09-30 1.LQD 2.VCSH 3.VCIT 4.HYG 5.IGSB 6.USHY 7.IGIB 8.USIG 9.JNK 10.SHYG
2024-06-30	12	$7.2B	0	1LQD 2VCSH 3VCIT Top holdings2024-06-30 1.LQD 2.VCSH 3.VCIT 4.HYG 5.IGSB 6.USHY 7.IGIB 8.JNK 9.USIG 10.SHYG
2024-03-31	12	$8.1B	0	1VCSH 2LQD 3VCIT Top holdings2024-03-31 1.VCSH 2.LQD 3.VCIT 4.HYG 5.IGSB 6.USHY 7.IGIB 8.JNK 9.USIG 10.SHYG
2023-12-31	12	$9.2B	0	1VCIT 2VCSH 3LQD Top holdings2023-12-31 1.VCIT 2.VCSH 3.LQD 4.HYG 5.IGSB 6.IVV 7.USHY 8.IGIB 9.USIG 10.JNK
2023-09-30	11	$8.8B	0	1VCSH 2VCIT 3LQD Top holdings2023-09-30 1.VCSH 2.VCIT 3.LQD 4.IGSB 5.HYG 6.IVV 7.USHY 8.IGIB 9.JNK 10.USIG
2023-06-30	11	$8.7B	0	1VCIT 2VCSH 3LQD Top holdings2023-06-30 1.VCIT 2.VCSH 3.LQD 4.IGSB 5.HYG 6.USHY 7.IGIB 8.USIG 9.JNK 10.SHYG
2023-03-31	11	$9.2B	0	1VCSH 2VCIT 3LQD Top holdings2023-03-31 1.VCSH 2.VCIT 3.LQD 4.IVV 5.HYG 6.IGSB 7.USHY 8.IGIB 9.USIG 10.JNK
2022-12-31	7	$6.7B	0	1VCSH 2LQD 3VCIT Top holdings2022-12-31 1.VCSH 2.LQD 3.VCIT 4.IGSB 5.HYG 6.IVV 7.USHY

Holding changes this quarter

Japan Science & Technology Agency's most significant position changes for 2026-03-31: Trim: Ishares Core S&p 500 ETF (IVV) — shares -27.59%; Add: Ishares Core Msci Emerging (IEMG) — shares +51.46%; Trim: Invesco S&p 500 Equal Weight (RSP) — shares -24.98%; Trim: Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — shares -17.46%; Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -20.84%.

Position changes disclosed by Japan Science & Technology Agency for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IEMG	Ishares Core Msci Emerging	+2.9%	+51.46%	Add
2	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	+1.8%	—	Unchanged
3	USHY	Ishares Broad Usd High Yield	+1.1%	—	Unchanged
4	JNK	Ss Spdr Bb High Yield Bond	+0.6%	—	Unchanged
5	EMB	Ishares Jp Morgan Usd Emergi	+0.5%	—	Unchanged
6	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.4%	—	Unchanged
7	VTV	Vanguard Value ETF	+0.2%	—	Unchanged
8	VUG	Vanguard Growth ETF	0%	—	Unchanged
9	QQQ	Invesco Qqq Trust Series 1	-0.7%	-20.84%	Trim
10	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-1.6%	-17.46%	Trim
11	RSP	Invesco S&p 500 Equal Weight	-2%	-24.98%	Trim
12	IVV	Ishares Core S&p 500 ETF	-3.2%	-27.59%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-10-28	13F-HR	View on EDGAR
2025-06-30	2025-07-31	13F-HR	View on EDGAR
2025-03-31	2025-05-20	13F-HR	View on EDGAR
2024-12-31	2025-01-28	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-01	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-05-15	Amendment	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-15	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR

FAQ

What is Japan Science & Technology Agency and what type of investor is it?

Japan Science & Technology Agency is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.8B, spread across 12 disclosed positions.

What are Japan Science & Technology Agency's largest equity positions?

Based on the latest 13F filing, Japan Science & Technology Agency's top holdings by market value are: 1. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — $927.1M (19.3%) 2. Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — $826.7M (17.2%) 3. Ishares Core S&p 500 ETF (IVV) — $553.8M (11.5%) 4. Invesco S&p 500 Equal Weight (RSP) — $546.0M (11.3%) 5. Ishares Broad Usd High Yield (USHY) — $527.5M (11.0%)

What changes did Japan Science & Technology Agency make in its most recent portfolio filing?

In the latest reported quarter, Japan Science & Technology Agency made 5 notable position adjustments: 0 new positions were initiated, 1 existing holdings were added to, 4 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Ishares Core S&p 500 ETF (IVV) — shares -27.59%; Add: Ishares Core Msci Emerging (IEMG) — shares +51.46%; Trim: Invesco S&p 500 Equal Weight (RSP) — shares -24.98%; Trim: Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — shares -17.46%; Trim: Invesco Qqq Trust Series 1 (QQQ) — shares -20.84%

What sectors does Japan Science & Technology Agency focus on?

Sector breakdown data is not yet available for Japan Science & Technology Agency. Check back after the next 13F processing cycle.

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Japan Science & Technology Agency: 13F Holdings & AI Insights

CIK: 0001948391

Momentum followerQuality / disciplined sizingLong-term holder

Total reported value

$4.8B

Reporting period: 2026-03-31 · Number of holdings: 12

Japan Science & Technology Agency disclosed 12 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.8B and a quarterly turnover rate of 17.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "J"

Personality snowflake

Concentration: 47.68
Portfolio Stability: 16.96
Momentum/Contrarian: 100
Sector conviction: 0
Diversification: 24
Sizing Uniformity: 93.15

Recent moves

Trim IVV
-27.6%　-$248.1M
Add IEMG
+51.5%　$117.2M
Trim RSP
-25.0%　-$180.4M
Add HYG
0.0%　-$11.1M
Trim LQD
-17.5%　-$208.5M
Add USHY
0.0%　-$7.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	19.27%	-1.60%	-17.46%
2	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	17.18%	+1.79%	—
3	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	11.51%	-3.22%	-27.59%
4	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	11.35%	-2.00%	-24.98%
5	USHY	Ishares Broad Usd High Yield	ETF-High Yield	10.96%	+1.12%	—
6	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	6.70%	+2.93%	+51.46%
7	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	5.77%	+0.59%	—
8	EMB	Ishares Jp Morgan Usd Emergi	ETF-Other	4.88%	+0.46%	—
9	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	3.91%	+0.41%	—
10	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	3.83%	-0.72%	-20.84%
11	VUG	Vanguard Growth ETF	ETF-Other	3.19%	+0.04%	—
12	VTV	Vanguard Value ETF	ETF-Other	1.46%	+0.21%	—

Portfolio Performance

Performance for Q3 2026

+1.3%

Performance Last 4 Quarters

+8.1%

Based on 74% of reported portfolio value with available pricing

Stdev: +5.4%
Beta: +0.32
Alpha: +1.3%
Max Drawdown: -3.1%
Annualized Perf: +7.3%
Batting Avg vs S&P: +36.1%
Sortino: +2.59
Stutzer: +0.39
Treynor: +0.22
Sterling: +0.58
Calmar: +2.32
Information Ratio: -1.18
Tracking Error: +9.5%
Stdev Down: +2.8%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +12.9%
Worst 12 Months: +4.2%
Efficiency Ratio: +0.49
Sharpe: +1.33
Stdev Sectors: —
Skewness: +0.01
Kurtosis: +0.16
Upside Potential: +4.16

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	12	$4.8B	17	1LQD 2HYG 3IVV Top holdings2026-03-31 1.LQD 2.HYG 3.IVV 4.RSP 5.USHY 6.IEMG 7.JNK 8.EMB 9.SHYG 10.QQQ
2025-12-31	12	$5.4B	13	1LQD 2HYG 3IVV Top holdings2025-12-31 1.LQD 2.HYG 3.IVV 4.RSP 5.USHY 6.JNK 7.QQQ 8.EMB 9.IEMG 10.SHYG
2025-09-30	13	$5.6B	50	1LQD 2HYG 3IVV Top holdings2025-09-30 1.LQD 2.HYG 3.IVV 4.RSP 5.USHY 6.JNK 7.EMB 8.SHYG 9.QQQ 10.VUG
2025-06-30	13	$6.3B	0	1LQD 2HYG 3IVV Top holdings2025-06-30 1.LQD 2.HYG 3.IVV 4.RSP 5.VCIT 6.IGSB 7.USHY 8.JNK 9.IGIB 10.USIG
2025-03-31	13	$6.5B	0	1LQD 2HYG 3IVV Top holdings2025-03-31 1.LQD 2.HYG 3.IVV 4.RSP 5.VCIT 6.IGSB 7.VCSH 8.USHY 9.JNK 10.IGIB
2024-12-31	11	$5.8B	0	1LQD 2HYG 3VCIT Top holdings2024-12-31 1.LQD 2.HYG 3.VCIT 4.VCSH 5.IGSB 6.IGIB 7.USIG 8.USHY 9.JNK 10.SHYG
2024-09-30	13	$7.6B	0	1LQD 2VCSH 3VCIT Top holdings2024-09-30 1.LQD 2.VCSH 3.VCIT 4.HYG 5.IGSB 6.USHY 7.IGIB 8.USIG 9.JNK 10.SHYG
2024-06-30	12	$7.2B	0	1LQD 2VCSH 3VCIT Top holdings2024-06-30 1.LQD 2.VCSH 3.VCIT 4.HYG 5.IGSB 6.USHY 7.IGIB 8.JNK 9.USIG 10.SHYG
2024-03-31	12	$8.1B	0	1VCSH 2LQD 3VCIT Top holdings2024-03-31 1.VCSH 2.LQD 3.VCIT 4.HYG 5.IGSB 6.USHY 7.IGIB 8.JNK 9.USIG 10.SHYG
2023-12-31	12	$9.2B	0	1VCIT 2VCSH 3LQD Top holdings2023-12-31 1.VCIT 2.VCSH 3.LQD 4.HYG 5.IGSB 6.IVV 7.USHY 8.IGIB 9.USIG 10.JNK
2023-09-30	11	$8.8B	0	1VCSH 2VCIT 3LQD Top holdings2023-09-30 1.VCSH 2.VCIT 3.LQD 4.IGSB 5.HYG 6.IVV 7.USHY 8.IGIB 9.JNK 10.USIG
2023-06-30	11	$8.7B	0	1VCIT 2VCSH 3LQD Top holdings2023-06-30 1.VCIT 2.VCSH 3.LQD 4.IGSB 5.HYG 6.USHY 7.IGIB 8.USIG 9.JNK 10.SHYG
2023-03-31	11	$9.2B	0	1VCSH 2VCIT 3LQD Top holdings2023-03-31 1.VCSH 2.VCIT 3.LQD 4.IVV 5.HYG 6.IGSB 7.USHY 8.IGIB 9.USIG 10.JNK
2022-12-31	7	$6.7B	0	1VCSH 2LQD 3VCIT Top holdings2022-12-31 1.VCSH 2.LQD 3.VCIT 4.IGSB 5.HYG 6.IVV 7.USHY

Holding changes this quarter

Position changes disclosed by Japan Science & Technology Agency for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IEMG	Ishares Core Msci Emerging	+2.9%	+51.46%	Add
2	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	+1.8%	—	Unchanged
3	USHY	Ishares Broad Usd High Yield	+1.1%	—	Unchanged
4	JNK	Ss Spdr Bb High Yield Bond	+0.6%	—	Unchanged
5	EMB	Ishares Jp Morgan Usd Emergi	+0.5%	—	Unchanged
6	SHYG	Ishares 0-5 Yr Hy CORP Bond	+0.4%	—	Unchanged
7	VTV	Vanguard Value ETF	+0.2%	—	Unchanged
8	VUG	Vanguard Growth ETF	0%	—	Unchanged
9	QQQ	Invesco Qqq Trust Series 1	-0.7%	-20.84%	Trim
10	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-1.6%	-17.46%	Trim
11	RSP	Invesco S&p 500 Equal Weight	-2%	-24.98%	Trim
12	IVV	Ishares Core S&p 500 ETF	-3.2%	-27.59%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-06	13F-HR	View on EDGAR
2025-09-30	2025-10-28	13F-HR	View on EDGAR
2025-06-30	2025-07-31	13F-HR	View on EDGAR
2025-03-31	2025-05-20	13F-HR	View on EDGAR
2024-12-31	2025-01-28	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-01	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-05-15	Amendment	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-15	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-09	13F-HR	View on EDGAR