Arkolith/Funds/Resona Asset Management Co.,Ltd.

Resona Asset Management Co.,Ltd.

CIK 1944142Asset manager
Holdings as of Mar 31, 2026·disclosed Apr 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Resona Asset Management Co.,Ltd. holds a diversified book of 791 stocks worth $20.1B as of Q1 2026 (disclosed Apr 30, 2026, a ~45-day 13F lag). This quarter they opened Lumentum Holdings Inc and trimmed Costco Wholesale Corp. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show Resona Asset Management Co.,Ltd.'s latest
holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
521
existing
Trimmed
186
reduced
Sold out
27
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
32%
Top 20 holdings
42%

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

Direct sector allocation

100% mapped to company sectors

Information Technology
39%
Financials
13%
Consumer Discretionary
11%
Health Care
9%
Industrials
9%
Real Estate
4%
Materials
3%
Utilities
3%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

791 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$1.4B8.12M
7.0%
+1.6%
Added · +125K sh
2Apple Inc
COM
$1.1B4.55M
5.7%
+1.0%
Added · +45K sh
3Microsoft Corp
COM
$890.8M2.42M
4.4%
+2.7%
Added · +65K sh
4Amazon Com Inc
COM
$663.5M3.21M
3.3%
+2.3%
Added · +72K sh
5Alphabet Inc
CAP STK CL A
$531.7M1.87M
2.6%
+1.9%
Added · +34K sh
6Alphabet Inc
CAP STK CL C
$444.8M1.56M
2.2%
+1.4%
Added · +22K sh
7Broadcom Inc
COM
$428.7M1.40M
2.1%
+2.2%
Added · +30K sh
8Meta Platforms Inc
CL A
$383.7M678.5K
1.9%
+1.9%
Added · +13K sh
9Tesla Inc
COM
$329.1M893.0K
1.6%
+1.8%
Added · +16K sh
10World Gold TR
SPDR GLD MINIS
$289.1M3.24M
1.4%
+45%
Added · +1.0M sh
11JPMorgan Chase & Co
COM
$251.1M859.6K
1.3%
+0.7%
Added · +6K sh
12Eli Lilly & Co
COM
$236.4M258.8K
1.2%
+2.0%
Added · +5K sh
13Exxon Mobil Corp
COM
$236.0M1.39M
1.2%
+0.7%
Added · +9K sh
14Visa Inc
COM CL A
$219.8M728.7K
1.1%
+1.7%
Added · +12K sh
15Berkshire Hathaway Inc Del
CL B NEW
$212.0M443.1K
1.1%
+2.3%
Added · +10K sh
16Johnson & Johnson
COM
$205.9M843.6K
1.0%
+1.0%
Added · +9K sh
17Walmart Inc
COM
$176.5M1.42M
0.9%
+1.7%
Added · +23K sh
18Costco Wholesale Corporation
COM
$176.4M177.1K
0.9%
−1.4%
Reduced · −2K sh
19Mastercard Incorporated
CL A
$136.4M273.6K
0.7%
+0.7%
Added · +2K sh
20Chevron Corporation
COM
$129.8M625.0K
0.6%
+1.1%
Added · +7K sh
21Oracle Corp
COM
$127.6M879.5K
0.6%
+16%
Added · +121K sh
22Netflix Inc.
COM
$125.7M1.31M
0.6%
+1.7%
Added · +22K sh
23Abbvie Inc
COM
$122.5M565.4K
0.6%
+1.9%
Added · +10K sh
24Procter & Gamble Co
COM
$119.7M828.6K
0.6%
+2.2%
Added · +18K sh
25Micron Technology Inc
COM
$114.7M342.6K
0.6%
+2.3%
Added · +8K sh
26Coca Cola Co
COM
$108.4M1.42M
0.5%
+2.4%
Added · +34K sh
27Caterpillar Inc
COM
$107.5M153.5K
0.5%
+1.4%
Added · +2K sh
28Cisco Sys Inc
COM
$106.9M1.38M
0.5%
+1.0%
Added · +14K sh
29Disney Walt Co
COM
$106.3M1.11M
0.5%
+5.1%
Added · +54K sh
30Bank America Corp
COM
$104.2M2.15M
0.5%
−0.7%
Reduced · −16K sh
31Advanced Micro Devices Inc
COM
$103.9M514.3K
0.5%
+2.3%
Added · +12K sh
32Home Depot Inc
COM
$103.7M316.2K
0.5%
+2.0%
Added · +6K sh
33Merck & Co Inc
COM
$102.7M856.7K
0.5%
−1.7%
Reduced · −15K sh
34Amphenol Corp
CL A
$102.2M820.4K
0.5%
+0.2%
Added · +2K sh
35Intuitive Surgical Inc
COM NEW
$101.1M220.4K
0.5%
+3.9%
Added · +8K sh
36Palantir Technologies Inc
CL A
$100.7M695.8K
0.5%
+2.5%
Added · +17K sh
37Ge Aerospace
COM NEW
$93.9M333.1K
0.5%
+1.5%
Added · +5K sh
38Applied Matls Inc
COM
$89.0M263.1K
0.4%
+0.2%
Added · +650 sh
39Lam Research Corp
COM NEW
$88.5M418.9K
0.4%
+1.3%
Added · +5K sh
40Danaher Corp Del
COM
$88.3M469.7K
0.4%
+4.8%
Added · +22K sh
41Servicenow Inc
COM
$86.2M823.9K
0.4%
+23%
Added · +152K sh
42Welltower Inc
COM
$85.3M435.7K
0.4%
+5.6%
Added · +23K sh
43Pepsico Inc
COM
$82.0M527.1K
0.4%
+1.6%
Added · +9K sh
44McDonalds Corp
COM
$80.7M260.0K
0.4%
+1.9%
Added · +5K sh
45Verizon Communications Inc
COM
$80.4M1.60M
0.4%
+1.1%
Added · +18K sh
46Philip Morris Intl Inc
COM
$80.0M484.3K
0.4%
+2.4%
Added · +11K sh
47RTX Corporation
COM
$79.8M416.0K
0.4%
+2.2%
Added · +9K sh
48International Business Machs
COM
$77.8M322.4K
0.4%
+2.0%
Added · +6K sh
49Unitedhealth Group Inc
COM
$77.8M289.1K
0.4%
+2.4%
Added · +7K sh
50Wells Fargo & Co
COM
$77.3M976.9K
0.4%
~0%
Added · +26 sh
Showing 50 of 791 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 30, 2026791$20.1B13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026804$20.8B13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025810$21.1B13F-HR
Q2 2025Jun 30, 2025Aug 6, 2025827$20.4B13F-HR
Q1 2025Mar 31, 2025May 13, 2025810$17.3B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025821$16.9B13F-HR
Q3 2024Sep 30, 2024Feb 20, 2025821$17.3B13F-HR
Q2 2024Jun 30, 2024Feb 20, 2025827$16.6B13F-HR
Q1 2024Mar 31, 2024Feb 20, 2025834$16.8B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.