# SBI Okasan Asset Management Co.Ltd. 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 321 long-equity positions.
> CIK 1535128. Latest filing Q1 2026, as of quarter end 2026-03-31. Long-equity book $2.4B.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | VTI | Vanguard Total Stock MKT ETF | $829.5M | 34.0% | Added |
| 2 | HYG | Ishr Ibx Usd Hiyld CB ETF-Ui | $347.2M | 14.2% | New |
| 3 | EMB | Ishares JP Morgan Usd Emergi | $323.9M | 13.3% | Reduced |
| 4 | VEA | Vanguard Ftse Developed ETF | $272.8M | 11.2% | Added |
| 5 | GLDM | SPDR Gold Minishares Trust | $165.2M | 6.8% | New |
| 6 | VWO | Vanguard Ftse Emerging Marke | $162.8M | 6.7% | Added |
| 7 | NVDA | Nvidia Corp | $14.6M | 0.6% | Reduced |
| 8 | GOOGL | Alphabet Inc-CL A | $11.8M | 0.5% | Reduced |
| 9 | MSFT | Microsoft Corp | $8.4M | 0.3% | Reduced |
| 10 | SOXX | Ishares Semiconductor ETF | $8.1M | 0.3% | Added |

## Latest moves

Bought: HYG, GLDM, ALGN
Sold: EMB, NVDA, GOOGL

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1535128/000153512826000003/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/sbi-okasan-asset-management-co-ltd-1535128
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._