Resona Asset Management Co.,Ltd.Resona Asset Management Co.,Ltd.

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings791 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

8.1M$1.4B7.0%$121.38+73.80%
9 qtrssince 2024-Q1
Increased
63

APPLE INC

4.5M$1.1B5.7%$175.07+80.11%
9 qtrssince 2024-Q1
Increased
62

MICROSOFT CORP

2.4M$890.8M4.4%$416.82-7.61%
9 qtrssince 2024-Q1
Increased
60

AMAZON COM INC

3.2M$663.5M3.3%$184.50+32.98%
9 qtrssince 2024-Q1
Increased
59

ALPHABET INC

1.9M$531.7M2.6%$154.08+131.82%
9 qtrssince 2024-Q1
Increased
55

ALPHABET INC

1.6M$444.8M2.2%$154.55+129.72%
9 qtrssince 2024-Q1
Increased
54

BROADCOM INC

1.4M$428.7M2.1%$174.93+128.65%
9 qtrssince 2024-Q1
Increased
55

META PLATFORMS INC

678,480$383.7M1.9%$505.99+32.26%
9 qtrssince 2024-Q1
Increased
50

TESLA INC

892,972$329.1M1.6%$193.12+111.15%
9 qtrssince 2024-Q1
Increased
50
GLDMGLDM
ETF

WORLD GOLD TR

3.2M$289.1M1.4%$77.27+5.20%
9 qtrssince 2024-Q1
Increased
66

JPMORGAN CHASE & CO

859,613$251.1M1.3%$199.24+68.88%
9 qtrssince 2024-Q1
Increased
49

ELI LILLY & CO

258,768$236.4M1.2%$775.51+53.26%
9 qtrssince 2024-Q1
Increased
49

EXXON MOBIL CORP

1.4M$236M1.2%$109.19+27.19%
9 qtrssince 2024-Q1
Increased
49

VISA INC

728,695$219.8M1.1%$283.46+23.11%
9 qtrssince 2024-Q1
Increased
49

BERKSHIRE HATHAWAY INC DEL

443,104$212M1.1%$432.97+10.25%
9 qtrssince 2024-Q1
Increased
49

JOHNSON & JOHNSON

843,570$205.9M1.0%$151.57+69.55%
9 qtrssince 2024-Q1
Increased
49

WALMART INC

1.4M$176.5M0.9%$62.00+83.71%
9 qtrssince 2024-Q1
Increased
44

COSTCO WHOLESALE CORPORATION

177,066$176.4M0.9%$749.44+22.26%
9 qtrssince 2024-Q1
Decreased
0

MASTERCARD INCORPORATED

273,557$136.4M0.7%$482.34+9.20%
9 qtrssince 2024-Q1
Increased
43

CHEVRON CORPORATION

625,008$129.8M0.6%$146.49+20.42%
9 qtrssince 2024-Q1
Increased
43
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$20.1B
AUM
791
Positions
Q1 2026
Filing
Rating · 2.5
Quarterly Portfolio Change
-2%Q4'24$16.9B+2%Q1'25$17.3B+18%Q2'25$20.4B+3%Q3'25$21.1B-1%Q4'25$20.8B-3%Q1'26$20.1B
Activity profile
$ moved · Q1'26
New2%Increased84%Decreased13%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.8 years
<1Q2%1-4Q8%1-2Y5%2Y+85%

Resona Asset Management Co.,Ltd. manages $20.1B across 791 positions as of Q1 2026. Top holdings: NVDA (7.0%), AAPL (5.7%), MSFT (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.

Q1 2026 Summary

Active quarter - 14 new positions, 27 exits, 521 increased. Top move: GLDM (INCREASED, conviction 66). Portfolio: $20.1B across 791 positions.

Top holdings by portfolio weight

Total AUM$20B
NVDA6.98%
AAPL5.72%
MSFT4.44%
AMZN3.31%
GOOGL2.65%
GOOG2.22%
AVGO2.14%
META1.91%
TSLA1.64%
GLDM1.44%
Other1.25%

Portfolio allocation by GICS sector

Sectors11
Technology31.47%
Financial Services11.53%
Healthcare10.00%
Communication Services9.97%
Consumer Cyclical9.46%
Industrials8.58%
Consumer Defensive5.36%
Energy3.75%
Real Estate3.69%
Utilities2.47%
Other3.71%

Behavioral investing profile

7-dimension quality assessment
Solid(2.5 / 5.0)
Track Record59
Conviction42
Concentration49
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

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Q3 2024 Q1 2026+73,647 shares+$9M
7Q
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Q3 2024 Q1 2026+41,472 shares+$1.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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