Arkolith/Funds/Asahi Life Asset Management Co., LTD.

Asahi Life Asset Management Co., LTD.

CIK 1564835
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Asahi Life Asset Management Co., LTD. holds a diversified book of 158 reported positions worth $177.0M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Caterpillar Inc. Their largest long position is Caterpillar Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +31% (+15.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
64
bought for the first time
+61 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
55
sold some, still holds it
+52 more · largest first
Sold out
56
exited the position entirely
+53 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.9%
+15.4%/yr · since Oct '24
Their reported book
+35.1%
held from quarter-end
S&P 500
+34.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Asahi Life Asset Management Co., LTD. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +35.1%, a 4.1-point gap that is the cost of the ~42-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Asahi Life Asset Management Co., LTD.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
38%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
34%
Financials
17%
Industrials
14%
Consumer Discretionary
13%
Health Care
11%
Consumer Staples
3%
Materials
3%
Utilities
2%

+2 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Asahi Life Asset Management Co., LTD.

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC52 / 80$2.5B
Prospect Hill Management, LLC10 / 80$236.5M
Draper Asset Management, LLC11 / 80$178.2M
Hoey Investments, Inc69 / 80$693.5M
Howard Hughes Medical Institute23 / 80$393.6M
Independent Investors Inc35 / 80$447.7M
Skandinaviska Enskilda Banken AB (publ)23 / 80$2.2B
Guardian Investment Management38 / 80$129.0M

Ranked by the share of each fund's own book sitting in the names it shares with Asahi Life Asset Management Co., LTD.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

158 positions
#SecurityValueShares% PortLast moveHistory
1Caterpillar Inc
COM
$9.3M8.7K
5.2%
−4.2%
Reduced · −386 sh
2Apple Inc
COM
$9.2M31.9K
5.2%
−2.3%
Reduced · −746 sh
3Nvidia Corporation
COM
$9.2M45.8K
5.2%
−5.6%
Reduced · −3K sh
4Alphabet Inc
CAP STK CL A
$8.9M24.9K
5.0%
+39%
Added · +7K sh
5Goldman Sachs Group Inc
COM
$7.8M7.7K
4.4%
−4.1%
Reduced · −331 sh
6Microsoft Corp
COM
$7.5M20.1K
4.2%
+2.2%
Added · +427 sh
7Amazon Com Inc
COM
$5.6M23.5K
3.2%
−1.8%
Reduced · −431 sh
8JPMorgan Chase & Co
COM
$3.6M11.0K
2.0%
−18%
Reduced · −2K sh
9Amgen Inc
COM
$3.4M9.5K
1.9%
−4.0%
Reduced · −393 sh
10Unitedhealth Group Inc
COM
$3.4M8.3K
1.9%
−12%
Reduced · −1K sh
11Visa Inc
COM CL A
$3.2M9.4K
1.8%
−12%
Reduced · −1K sh
12Broadcom Inc
COM
$3.1M8.3K
1.8%
+27%
Added · +2K sh
13Sherwin Williams Co
COM
$3.1M9.0K
1.7%
+13%
Added · +1K sh
14Home Depot Inc
COM
$2.9M8.3K
1.7%
−14%
Reduced · −1K sh
15Johnson & Johnson
COM
$2.6M10.1K
1.4%
−16%
Reduced · −2K sh
16American Express Co
COM
$2.6M7.5K
1.4%
−10%
Reduced · −850 sh
17Micron Technology Inc
COM
$2.5M2.2K
1.4%
−18%
Reduced · −469 sh
18Travelers Companies Inc
COM
$2.5M7.5K
1.4%
−4.8%
Reduced · −379 sh
19Meta Platforms Inc
CL A
$2.4M4.2K
1.3%
+17%
Added · +602 sh
20McDonalds Corp
COM
$2.3M8.6K
1.3%
−5.4%
Reduced · −495 sh
21Boeing Co
COM
$2.2M10.3K
1.3%
+11%
Added · +1K sh
22International Business Machs
COM
$2.1M7.5K
1.2%
−19%
Reduced · −2K sh
23Procter & Gamble Co
COM
$2.0M13.5K
1.1%
+15%
Added · +2K sh
24Tesla Inc
COM
$1.9M4.6K
1.1%
−1.2%
Reduced · −55 sh
25Honeywell Intl Inc
COM *A*
$1.7M7.5K
1.0%
New
New position
26Honeywell Aerospace Inc
COM *A*
$1.7M7.5K
0.9%
Listed
Newly reportable
27Chevron Corporation
COM
$1.4M8.7K
0.8%
−33%
Reduced · −4K sh
28Walmart Inc
COM
$1.4M12.0K
0.8%
−34%
Reduced · −6K sh
29Cisco Sys Inc
COM
$1.3M11.2K
0.7%
−24%
Reduced · −3K sh
30Lam Research Corp
COM NEW
$1.3M2.9K
0.7%
+118%
Added · +2K sh
313M Co
COM
$1.2M7.5K
0.7%
−4.8%
Reduced · −379 sh
32Advanced Micro Devices Inc
COM
$1.2M2.1K
0.7%
−51%
Reduced · −2K sh
33Eli Lilly & Co
COM
$1.2M990
0.7%
−27%
Reduced · −371 sh
34Salesforce Inc
COM
$1.2M7.5K
0.7%
−33%
Reduced · −4K sh
35Merck & Co Inc
COM
$1.2M9.1K
0.7%
−25%
Reduced · −3K sh
36Coca Cola Co
COM
$1.2M14.3K
0.7%
+0.3%
Added · +38 sh
37Abbvie Inc
COM
$1.1M4.4K
0.6%
−1.9%
Reduced · −86 sh
38Kla Corp
COM NEW
$1.1M3.6K
0.6%
New
New position
39Bank Of Amer Corp
COM
$986K17.3K
0.6%
−1.2%
Reduced · −215 sh
40Ge Aerospace
COM NEW
$983K2.6K
0.6%
+49%
Added · +863 sh
41Ge Vernova Inc
COM
$882K751
0.5%
+69%
Added · +306 sh
42Netflix Inc.
COM
$815K11.4K
0.5%
+272%
Added · +8K sh
43Philip Morris Intl Inc
COM
$808K4.5K
0.5%
−1.4%
Reduced · −65 sh
44Berkshire Hathaway Inc Del
CL B NEW
$806K1.6K
0.5%
−31%
Reduced · −720 sh
45Crowdstrike Hldgs Inc
CL A
$759K995
0.4%
New
New position
46Texas Instrs Inc
COM
$755K2.5K
0.4%
−21%
Reduced · −657 sh
47Amphenol Corp
CL A
$754K4.3K
0.4%
+110%
Added · +2K sh
48Wells Fargo & Co
COM
$742K9.0K
0.4%
+2.0%
Added · +173 sh
49Disney Walt Co
COM
$726K7.5K
0.4%
−4.8%
Reduced · −379 sh
50Citigroup Inc
COM NEW
$707K5.1K
0.4%
−12%
Reduced · −663 sh
Showing 50 of 158 positions
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Filing history

As-of date vs the date the SEC received each filing

$180.3M · Q3 2025Q3 2024 · $165.2MQ2 2026 · $177.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d158$177.0M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202627d150$154.7M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202635d156$179.4M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d153$180.3M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202537d155$171.2M13F-HR
Q1 2025Mar 31, 2025May 2, 202532d156$154.5M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202536d163$164.0M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202424d155$165.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.