1y return+15.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $135 against $143 in the S&P 500.2
Resona Asset Management Co.,Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $1.5B | 6.9% | −8.6% |
| AAPLApple Inc | $1.2B | 5.7% | −7.4% |
| MSFTMicrosoft Corp | $842.4M | 4.0% | −6.5% |
| AMZNAmazon Com Inc | $708.9M | 3.3% | −7.4% |
| GOOGLAlphabet Inc | $616.6M | 2.9% | −7.4% |
| AVGOBroadcom Inc | $535.6M | 2.5% | +1.6% |
| GOOGAlphabet Inc | $487.4M | 2.3% | −11.7% |
| MUMicron Technology Inc | $366.5M | 1.7% | −7.2% |
| METAMeta Platforms Inc | $355.8M | 1.7% | −6.9% |
| TSLATesla Inc | $344.9M | 1.6% | −7.8% |
| GLDMWorld Gold Tr | $294.7M | 1.4% | +14.6% |
| LLYEli Lilly & Co | $290.9M | 1.4% | −6.8% |
| AMDAdvanced Micro Devices Inc | $274.1M | 1.3% | −6.9% |
| JPMJpmorgan Chase & Co | $253.9M | 1.2% | −9.9% |
| VVisa Inc | $231.1M | 1.1% | −7.5% |
| BRK/BBerkshire Hathaway Inc Del | $207.8M | 1.0% | −6.1% |
| JNJJohnson & Johnson | $200.9M | 0.9% | −6.6% |
| AMATApplied Matls Inc | $179.7M | 0.8% | −4.8% |
| Exxon Mobil CorpCUSIP 30231G102 | $173.9M | 0.8% | −8.3% |
| INTCIntel Corp | $171.1M | 0.8% | −13.3% |
| LRCXLam Research Corp | $165.8M | 0.8% | −7.7% |
| COSTCostco Wholesale Corporation | $161.9M | 0.8% | −2.4% |
| WMTWalmart Inc | $149.6M | 0.7% | −7.4% |
| CATCaterpillar Inc | $148.6M | 0.7% | −8.5% |
| CSCOCisco Sys Inc | $148.0M | 0.7% | −8.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $165.8M |
| AMATApplied Matls Inc | March 31, 2024 | +250.6% | $179.7M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $274.1M |
| APHAmphenol Corp | March 31, 2024 | +205.7% | $121.1M |
| CATCaterpillar Inc | March 31, 2024 | +190.6% | $148.6M |
| AVGOBroadcom Inc | March 31, 2024 | +185.0% | $535.6M |
| WELLWelltower Inc | March 31, 2024 | +142.9% | $99.7M |
| TSLATesla Inc | March 31, 2024 | +139.3% | $344.9M |
| GOOGLAlphabet Inc | March 31, 2024 | +136.8% | $616.6M |
| CSCOCisco Sys Inc | March 31, 2024 | +135.3% | $148.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $44.4M
- CTRACoterra Energy Inc was $10.2M
- Hologic IncCUSIP 436440101 was $8.9M
- Carnival CorpCUSIP 143658300 was $8.5M
- Dupont De Nemours IncCUSIP 26614N102 was $6.6M
- HUBSHubspot Inc was $3.6M
- EQHEquitable Hldgs Inc was $3.3M
- ACMAecom was $3.2M
- PINSPinterest Inc was $3.2M
- DKNGDraftkings Inc New was $2.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.8% | +14.8% |
| March 31, 2026 | −4.8% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +10.4% | +10.5% |
| March 31, 2025 | −4.6% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +5.7% | +5.4% |
| June 30, 2024 | +3.6% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Resona Asset Management Co.,Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1944142&type=13F-HR&dateb=&owner=include&count=40CIK 1944142
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1944142/000110465926087744/Filed July 29, 2026 · accession 0001104659-26-087744