Sbi Okasan Asset Management Co.Ltd. Top Holdings and 13F Report (2026)

About Sbi Okasan Asset Management Co.Ltd.

Investment Activity

Sbi Okasan Asset Management Co.Ltd. has $2.44 billion in total holdings as of March 31, 2026.
Sbi Okasan Asset Management Co.Ltd. owns shares of 321 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
Approximately 43.88% of the portfolio was purchased this quarter.
About 13.85% of the portfolio was sold this quarter.
This quarter, Sbi Okasan Asset Management Co.Ltd. has purchased 308 new stocks and bought additional shares in 55 stocks.
Sbi Okasan Asset Management Co.Ltd. sold shares of 70 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $829,502,035
iShares iBoxx $ High Yield Corporate Bond ETF: $347,174,600
iShares J.P. Morgan USD Emerging Markets Bond ETF: $323,851,478
Vanguard FTSE Developed Markets ETF: $272,754,470
SPDR Gold MiniShares Trust: $165,189,301

Largest New Holdings this Quarter

464288513 - iShares iBoxx $ High Yield Corporate Bond ETF: $347,174,600 Holding
98149E303 - SPDR Gold MiniShares Trust: $165,189,301 Holding
016255101 - Align Technology: $1,429,836 Holding
G0593M107 - AstraZeneca: $1,362,007 Holding
81369Y605 - Financial Select Sector SPDR Fund: $1,200,295 Holding

Largest Purchases this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 4,405,210 shares (about $347.17M)
Vanguard FTSE Developed Markets ETF: 4,372,749 shares (about $271.24M)
Vanguard Total Stock Market ETF: 547,750 shares (about $170.72M)
SPDR Gold MiniShares Trust: 1,849,410 shares (about $165.19M)
Vanguard FTSE Emerging Markets ETF: 1,409,610 shares (about $73.89M)

Largest Sales this Quarter

iShares J.P. Morgan USD Emerging Markets Bond ETF: 3,256,220 shares (about $303.19M)
iShares Russell 2000 ETF: 5,960 shares (about $1.43M)
Microsoft: 3,441 shares (about $1.24M)
Mastercard: 2,021 shares (about $998.37K)
Apple: 2,474 shares (about $610.16K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$829,502,035	$170,722,720 ▲	25.9%	2,661,390	34.0%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$347,174,600	$347,174,600 ▲	New Holding	4,405,210	14.2%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$323,851,478	$303,186,645 ▼	-48.4%	3,478,160	13.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$272,754,470	$271,241,620 ▲	17,929.2%	4,397,138	11.2%	ETF
GLDM SPDR Gold MiniShares Trust	$165,189,301	$165,189,301 ▲	New Holding	1,849,410	6.8%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$162,819,141	$73,891,756 ▲	83.1%	3,106,050	6.7%	ETF
NVDA NVIDIA	$14,568,324	$124,208 ▼	-0.8%	88,202	0.6%	Computer and Technology
GOOGL Alphabet	$11,751,748	$275,415 ▼	-2.3%	42,968	0.5%	Computer and Technology
MSFT Microsoft	$8,360,896	$1,235,181 ▼	-12.9%	23,292	0.3%	Computer and Technology
SOXX iShares Semiconductor ETF	$8,141,281	$7,087,995 ▲	672.9%	26,280	0.3%	ETF
AAPL Apple	$6,830,664	$610,163 ▼	-8.2%	27,696	0.3%	Computer and Technology
TSLA Tesla	$5,763,707	$88,465 ▲	1.6%	16,223	0.2%	Auto/Tires/Trucks
AMZN Amazon.com	$5,742,749	$531,111 ▲	10.2%	28,578	0.2%	Retail/Wholesale
XLK Technology Select Sector SPDR Fund	$5,690,325	$5,182,875 ▲	1,021.4%	44,630	0.2%	ETF
AVGO Broadcom	$5,512,000	$110,909 ▲	2.1%	18,786	0.2%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$5,256,033	$2,581,324 ▲	96.5%	48,685	0.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$5,063,070	$225,455 ▲	4.7%	75,209	0.2%	ETF
IVV iShares Core S&P 500 ETF	$5,048,963	$1,010,174 ▲	25.0%	7,952	0.2%	ETF
ADI Analog Devices	$4,802,013	$13,033 ▲	0.3%	15,843	0.2%	Computer and Technology
ETN Eaton	$4,637,655		0.0%	13,500	0.2%	Industrials
MU Micron Technology	$4,330,784	$94,287 ▼	-2.1%	13,458	0.2%	Computer and Technology
TE CONNECTIVITY PLC	$3,833,752	$158,912 ▼	-4.0%	19,300	0.2%	ORD SHS
GE VERNOVA INC	$3,825,198	$572,145 ▲	17.6%	4,680	0.2%	COM
UBER Uber Technologies	$3,715,017		0.0%	53,140	0.2%	Computer and Technology
QCOM Qualcomm	$3,608,788		0.0%	28,400	0.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$3,478,019	$290,864 ▲	9.1%	10,989	0.1%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$3,305,187	$1,739,017 ▲	111.0%	15,680	0.1%	ETF
NXPI NXP Semiconductors	$3,204,369	$149,912 ▼	-4.5%	17,100	0.1%	Computer and Technology
GM General Motors	$3,165,060		0.0%	43,500	0.1%	Auto/Tires/Trucks
XLY Consumer Discretionary Select Sector SPDR Fund	$3,049,348	$1,358,788 ▲	80.4%	28,860	0.1%	Finance
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF	$3,033,431	$328,675 ▲	12.2%	122,168	0.1%	ETF
META Meta Platforms	$2,937,753	$61,684 ▲	2.1%	5,477	0.1%	Computer and Technology
IWM iShares Russell 2000 ETF	$2,875,320	$1,428,076 ▼	-33.2%	12,000	0.1%	Finance
INSM Insmed	$2,759,760	$337,304 ▼	-10.9%	18,000	0.1%	Medical
XOM ExxonMobil	$2,743,520	$85,735 ▼	-3.0%	16,000	0.1%	Energy
ON onsemi	$2,721,774	$139,150 ▼	-4.9%	48,900	0.1%	Computer and Technology
BWXT BWX Technologies	$2,429,361		0.0%	12,680	0.1%	Aerospace
WALMART INC	$2,343,289	$490,789 ▲	26.5%	18,974	0.1%	COM
ROST Ross Stores	$2,335,316	$163,900 ▲	7.5%	11,185	0.1%	Retail/Wholesale
MTZ MasTec	$2,262,920		0.0%	7,400	0.1%	Construction
NFG National Fuel Gas	$2,020,437		0.0%	21,270	0.1%	Energy
GILD Gilead Sciences	$1,989,201	$188,013 ▲	10.4%	14,590	0.1%	Medical
PEN Penumbra	$1,883,868	$295,380 ▼	-13.6%	5,740	0.1%	Medical
MGA Magna International	$1,843,335		0.0%	34,500	0.1%	Auto/Tires/Trucks
ATO Atmos Energy	$1,830,588	$54,396 ▲	3.1%	9,894	0.1%	Utilities
CHRW C.H. Robinson Worldwide	$1,813,504		0.0%	11,200	0.1%	Transportation
RCL Royal Caribbean Cruises	$1,761,634		0.0%	6,740	0.1%	Consumer Discretionary
COST Costco Wholesale	$1,750,991	$18,935 ▲	1.1%	1,757	0.1%	Retail/Wholesale
IQV IQVIA	$1,728,064	$348,936 ▼	-16.8%	10,400	0.1%	Medical
CDNS Cadence Design Systems	$1,711,962	$127,314 ▲	8.0%	6,320	0.1%	Computer and Technology
KO CocaCola	$1,677,940		0.0%	22,000	0.1%	Consumer Staples
DXCM DexCom	$1,650,873		0.0%	26,670	0.1%	Medical
MP MP Materials	$1,641,696	$186,919 ▲	12.8%	36,010	0.1%	Basic Materials
ECL Ecolab	$1,627,963	$53,023 ▲	3.4%	6,202	0.1%	Basic Materials
NEE NextEra Energy	$1,619,804	$28,812 ▼	-1.7%	17,597	0.1%	Utilities
APTIV PLC	$1,539,384		0.0%	23,100	0.1%	COM SHS
NOW ServiceNow	$1,527,314	$220,437 ▼	-12.6%	14,550	0.1%	Computer and Technology
ARWR Arrowhead Pharmaceuticals	$1,516,195	$588,030 ▼	-27.9%	26,300	0.1%	Medical
F Ford Motor	$1,493,172		0.0%	133,200	0.1%	Auto/Tires/Trucks
CASY Casey's General Stores	$1,480,080		0.0%	2,100	0.1%	Retail/Wholesale
DUK Duke Energy	$1,475,152		0.0%	11,200	0.1%	Utilities
AMT American Tower	$1,448,060		0.0%	8,500	0.1%	Finance
ALGN Align Technology	$1,429,836	$1,429,836 ▲	New Holding	8,600	0.1%	Medical
FITB Fifth Third Bancorp	$1,414,122		0.0%	31,650	0.1%	Finance
APH Amphenol	$1,411,570	$20,017 ▼	-1.4%	11,847	0.1%	Computer and Technology
NTRA Natera	$1,382,616	$149,472 ▼	-9.8%	7,400	0.1%	Medical
BK BNY	$1,377,553		0.0%	11,960	0.1%	Finance
AZNCF AstraZeneca	$1,362,007	$1,362,007 ▲	New Holding	7,025	0.1%	Medical
SNPS Synopsys	$1,358,998		0.0%	3,547	0.1%	Computer and Technology
NET Cloudflare	$1,337,303	$50,798 ▲	3.9%	6,871	0.1%	Computer and Technology
BMY Bristol Myers Squibb	$1,314,060		0.0%	22,000	0.1%	Medical
DHR Danaher	$1,305,619		0.0%	7,100	0.1%	Medical
JPM JPMorgan Chase & Co.	$1,302,504		0.0%	4,590	0.1%	Finance
PSX Phillips 66	$1,293,670		0.0%	7,000	0.1%	Energy
GS The Goldman Sachs Group	$1,292,160		0.0%	1,600	0.1%	Finance
PM Philip Morris International	$1,285,674	$81,261 ▼	-5.9%	7,800	0.1%	Consumer Staples
MSCI MSCI	$1,276,512		0.0%	2,400	0.1%	Finance
ARGX argenex	$1,267,758		0.0%	1,800	0.1%	Medical
SPGI S&P Global	$1,252,770		0.0%	3,000	0.1%	Finance
V Visa	$1,252,077	$1,187,077 ▲	1,826.3%	4,180	0.1%	Business Services
DDOG Datadog	$1,250,748	$312,687 ▼	-20.0%	10,800	0.1%	Computer and Technology
MIRM Mirum Pharmaceuticals	$1,248,180	$158,220 ▼	-11.3%	14,200	0.1%	Medical
VC Visteon	$1,242,795	$154,278 ▼	-11.0%	14,500	0.1%	Auto/Tires/Trucks
AMD Advanced Micro Devices	$1,224,858	$1,138,208 ▲	1,313.6%	6,248	0.1%	Computer and Technology
INTU Intuit	$1,222,736	$386,127 ▼	-24.0%	2,850	0.1%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$1,200,295	$1,200,295 ▲	New Holding	24,820	0.0%	ETF
CBRE CBRE Group	$1,171,632	$1,171,632 ▲	New Holding	8,800	0.0%	Finance
ELV Elevance Health	$1,167,639		0.0%	4,100	0.0%	Medical
PODD Insulet	$1,160,696	$53,251 ▼	-4.4%	5,580	0.0%	Medical
LLY Eli Lilly and Company	$1,157,939	$369,725 ▼	-24.2%	1,306	0.0%	Medical
CRDO Credo Technology Group	$1,134,505		0.0%	12,920	0.0%	Computer and Technology
NFLX Netflix	$1,128,935	$139,641 ▼	-11.0%	12,143	0.0%	Consumer Discretionary
AJG Arthur J. Gallagher & Co.	$1,125,100		0.0%	5,210	0.0%	Finance
LOW Lowe's Companies	$1,116,384		0.0%	4,800	0.0%	Retail/Wholesale
XEL Xcel Energy	$1,116,227		0.0%	14,100	0.0%	Utilities
CMI Cummins	$1,074,570		0.0%	2,100	0.0%	Auto/Tires/Trucks
MSI Motorola Solutions	$1,066,950		0.0%	2,500	0.0%	Computer and Technology
MCHP Microchip Technology	$1,057,056	$144,144 ▼	-12.0%	17,600	0.0%	Computer and Technology
ISRG Intuitive Surgical	$1,041,383	$62,936 ▼	-5.7%	2,300	0.0%	Medical
MDT Medtronic	$1,028,880		0.0%	12,000	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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Sbi Okasan Asset Management Co.Ltd. Top Holdings and 13F Report (2026)

About Sbi Okasan Asset Management Co.Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sbi Okasan Asset Management Co.Ltd. Top Holdings and 13F Report (2026)

About Sbi Okasan Asset Management Co.Ltd.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSbi Okasan Asset Management Co.Ltd.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools