Arkolith/Funds/SBI Okasan Asset Management Co.Ltd.

SBI Okasan Asset Management Co.Ltd.

CIK 1535128
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·13F-HR
Active Filer

SBI Okasan Asset Management Co.Ltd. holds a concentrated book of 321 stocks worth $2.4B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened Ishr Ibx Usd Hiyld CB ETF-Ui and trimmed Ishares JP Morgan Usd Emergi. Their largest long position is Vanguard Total Stock MKT ETF at 34% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what SBI Okasan Asset Management Co.Ltd. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1535128/holdings"
Ask your agent
Use Arkolith to show SBI Okasan Asset Management Co.Ltd.'s latest
holdings, largest changes, and filing provenance.
Opened
41
new positions
Added to
55
existing
Trimmed
70
reduced
Sold out
27
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
88%
Top 20 holdings
90%

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

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Financials
8%
Information Technology
4%
Health Care
2%
Industrials
2%
Consumer Discretionary
1%
Utilities
1%
Materials
0%

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.

321 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Total Stock MKT ETF
TOTAL STK MKT
$829.5M2.66M
34.0%
+26%
Added · +548K sh
2Ishr Ibx Usd Hiyld CB ETF-Ui
IBOXX HI YD ETF
$347.2M4.41M
14.2%
New
New position
3Ishares JP Morgan Usd Emergi
JPMORGAN USD EMG
$323.9M3.48M
13.3%
−48%
Reduced · −3.3M sh
4Vanguard Ftse Developed ETF
VAN FTSE DEV MKT
$272.8M4.40M
11.2%
180×
Added · +4.4M sh
5SPDR Gold Minishares Trust
SPDR GLD MINIS
$165.2M1.85M
6.8%
New
New position
6Vanguard Ftse Emerging Marke
FTSE EMR MKT ETF
$162.8M3.11M
6.7%
+83%
Added · +1.4M sh
7Nvidia Corp
COM
$14.6M88.2K
0.6%
−0.8%
Reduced · −752 sh
8Alphabet Inc-CL A
CAP STK CL A
$11.8M43.0K
0.5%
−2.3%
Reduced · −1K sh
9Microsoft Corp
COM
$8.4M23.3K
0.3%
−13%
Reduced · −3K sh
10Ishares Semiconductor ETF
ISHARES SEMICDTR
$8.1M26.3K
0.3%
+673%
Added · +23K sh
11Apple Inc
COM
$6.8M27.7K
0.3%
−8.2%
Reduced · −2K sh
12Tesla Inc
COM
$5.8M16.2K
0.2%
+1.6%
Added · +249 sh
13Amazon.com Inc
COM
$5.7M28.6K
0.2%
+10%
Added · +3K sh
14SS Technology Select Sector
STATE STREET TEC
$5.7M44.6K
0.2%
11×
Added · +41K sh
15Broadcom Inc
COM
$5.5M18.8K
0.2%
+2.0%
Added · +378 sh
16SS Comm Select Sector SPDR
STATE STREET COM
$5.3M48.7K
0.2%
+97%
Added · +24K sh
17Ishares Core Msci Emerging
CORE MSCI EMKT
$5.1M75.2K
0.2%
+4.7%
Added · +3K sh
18Ishares Core S&P 500 ETF
CORE S&P500 ETF
$5.0M8.0K
0.2%
+25%
Added · +2K sh
19Analog Devices Inc
COM
$4.8M15.8K
0.2%
+0.3%
Added · +43 sh
20Eaton Corp PLC
SHS
$4.6M13.5K
0.2%
Held
21Micron Technology Inc
COM
$4.3M13.5K
0.2%
−2.1%
Reduced · −293 sh
22Te Connectivity PLC
ORD SHS
$3.8M19.3K
0.2%
−4.0%
Reduced · −800 sh
23Ge Vernova Inc
COM
$3.8M4.7K
0.2%
+18%
Added · +700 sh
24Uber Technologies Inc
COM
$3.7M53.1K
0.2%
Held
25Qualcomm Inc
COM
$3.6M28.4K
0.1%
Held
26Taiwan Semiconductor-SP ADR
SPONSORED ADS
$3.5M11.0K
0.1%
+9.1%
Added · +919 sh
27Ishares U.S. Aerospace & Def
US AER DEF ETF
$3.3M15.7K
0.1%
+111%
Added · +8K sh
28NXP Semiconductors NV
COM
$3.2M17.1K
0.1%
−4.5%
Reduced · −800 sh
29General Motors Co
COM
$3.2M43.5K
0.1%
Held
30SS Consumer Disc Select Sect
STATE STREET CON
$3.0M28.9K
0.1%
+80%
Added · +13K sh
31Vaneck JPM Em Local Curr BND
JP MRGAN EM LOC
$3.0M122.2K
0.1%
+12%
Added · +13K sh
32Meta Platforms Inc-Class A
CL A
$2.9M5.5K
0.1%
+2.1%
Added · +115 sh
33Ishares Russell 2000 ETF
RUSSELL 2000 ETF
$2.9M12.0K
0.1%
−33%
Reduced · −6K sh
34Insmed Inc
COM PAR $.01
$2.8M18.0K
0.1%
−11%
Reduced · −2K sh
35Exxon Mobil Corp
COM
$2.7M16.0K
0.1%
−3.0%
Reduced · −500 sh
36On Semiconductor
COM
$2.7M48.9K
0.1%
−4.9%
Reduced · −3K sh
37BWX Technologies Inc
COM
$2.4M12.7K
0.1%
Held
38Walmart Inc
COM
$2.3M19.0K
0.1%
+26%
Added · +4K sh
39Ross Stores Inc
COM
$2.3M11.2K
0.1%
+7.5%
Added · +785 sh
40Mastec Inc
COM
$2.3M7.4K
0.1%
Held
41National Fuel Gas Co
COM
$2.0M21.3K
0.1%
Held
42Gilead Sciences Inc
COM
$2.0M14.6K
0.1%
+10%
Added · +1K sh
43Penumbra Inc
COM
$1.9M5.7K
0.1%
−14%
Reduced · −900 sh
44Magna International Inc
COM
$1.8M34.5K
0.1%
Held
45Atmos Energy Corp
COM
$1.8M9.9K
0.1%
+3.1%
Added · +294 sh
46C.H. Robinson Worldwide Inc
COM NEW
$1.8M11.2K
0.1%
Held
47Royal Caribbean Cruises Ltd
COM
$1.8M6.7K
0.1%
Held
48Costco Wholesale Corp
COM
$1.8M1.8K
0.1%
+1.1%
Added · +19 sh
49Iqvia Holdings Inc
COM
$1.7M10.4K
0.1%
−17%
Reduced · −2K sh
50Cadence Design Sys Inc
COM
$1.7M6.3K
0.1%
+8.0%
Added · +470 sh
Showing 50 of 321 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 28, 2026321$2.4B13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026308$1.8B13F-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.