Sompo Asset Management Co., Ltd. Portfolio Stock Holdings

Sompo Asset Management Co., Ltd. disclosed 177 stock positions valued at approximately $609.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES INC, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.

Report Period
June 30, 2026
No. of Stocks
177
Portfolio Value
$609.2M
Holdings by Sector
Sompo Asset Management Co., Ltd. Portfolio Holdings in Q2 2026

175 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVOOOther8.71%77,222+2,601+3.49%$53,036,841
ISHARES INCIEMGOther8.26%607,548-60,552-9.06%$50,329,276
ISHARES TRIEFOther7.34%473,019+44,779+10.46%$44,733,406
ALPHABET INCGOOGLCommunication Services4.76%81,186-7,185-8.13%$29,013,440
NVIDIA CORPORATIONNVDATechnology4.66%141,763+286+0.20%$28,365,358
APPLE INCAAPLTechnology4.59%96,559+8,829+10.06%$27,940,312
MICROSOFT CORPMSFTTechnology3.42%55,868+1,033+1.88%$20,839,881
VISA INCVFinancial Services1.93%34,330+263+0.77%$11,778,279
APPLIED MATLS INCAMATTechnology1.65%13,872-3,044-17.99%$10,029,456
INTEL CORPINTCTechnology1.62%70,639-45,730-39.30%$9,863,323
CVS HEALTH CORPCVSHealthcare1.60%94,302-2,080-2.16%$9,755,541
AMAZON COM INCAMZNConsumer Cyclical1.57%40,126-1,080-2.62%$9,563,630
MERCK & CO INCMRKHealthcare1.41%67,060+2,790+4.34%$8,617,210
COCA COLA COKOConsumer Defensive1.38%103,789-860-0.82%$8,434,932
QUALCOMM INCQCOMTechnology1.38%45,350+9,110+25.14%$8,380,226
UNION PAC CORPUNPIndustrials1.35%30,307+4,446+17.19%$8,243,504
JPMORGAN CHASE & COJPMFinancial Services1.35%25,141-840-3.23%$8,229,403
CISCO SYS INCCSCOTechnology1.32%68,454-2,576-3.63%$8,040,606
BROADCOM INCAVGOTechnology1.31%21,190+860+4.23%$8,004,522
ROCKWELL AUTOMATION INCROKIndustrials1.28%15,812-592-3.61%$7,828,204
KLA CORPKLACTechnology1.25%25,340+22,834+911.17%$7,645,331
UNITED PARCEL SVCS INCUPSIndustrials1.19%67,282+6,630+10.93%$7,232,815
TEXAS INSTRS INCTXNTechnology1.13%23,081-2,054-8.17%$6,879,753
META PLATFORMS INCMETACommunication Services1.03%11,162-197-1.73%$6,287,442
JOHNSON & JOHNSONJNJHealthcare1.00%24,001-8,038-25.09%$6,095,533
STANLEY BLACK & DECKER INCSWKIndustrials1.00%64,503-1,580-2.39%$6,071,022
ULTA BEAUTY INCULTAConsumer Cyclical0.99%13,408+956+7.68%$6,046,739
MEDTRONIC PLCMDTOther0.94%73,403-1,880-2.50%$5,742,316
SALESFORCE INCCRMTechnology0.93%36,155+4,832+15.43%$5,664,042
BANK OF AMER CORPBACFinancial Services0.90%96,462-5,410-5.31%$5,496,404
SYSCO CORPSYYConsumer Defensive0.88%64,169+1,970+3.17%$5,363,245
DISNEY WALT CODISCommunication Services0.83%52,733-1,760-3.23%$5,075,551
ADOBE INCADBETechnology0.83%24,683+1,920+8.43%$5,060,508
COLGATE PALMOLIVE COCLConsumer Defensive0.83%54,957+2,550+4.87%$5,038,457
CITIGROUP INCCFinancial Services0.81%35,264-9,798-21.74%$4,935,549
TRUIST FINL CORPTFCFinancial Services0.76%93,005+3,190+3.55%$4,633,509
AKAMAI TECHNOLOGIES INCAKAMTechnology0.68%34,874-5,952-14.58%$4,122,455
ELI LILLY & COLLYHealthcare0.64%3,230+20+0.62%$3,874,158
LYONDELLBASELL INDUSTRIES NVLYBOther0.62%71,888+7,169+11.08%$3,784,903
AUTOMATIC DATA PROCESSING INADPTechnology0.58%15,880+10,800+212.60%$3,556,326
HOME DEPOT INCHDConsumer Cyclical0.58%10,047-190-1.86%$3,543,375
NIKE INCNKEConsumer Cyclical0.55%81,394-370-0.45%$3,341,223
LAM RESEARCH CORPLRCXOther0.52%7,260-1,620-18.24%$3,145,975
WALMART INCWMTConsumer Defensive0.52%27,720-2,030-6.82%$3,139,567
S&P GLOBAL INCSPGIFinancial Services0.51%7,593-300-3.80%$3,092,325
VERIZON COMMUNICATIONS INCVZCommunication Services0.47%67,540+3,410+5.32%$2,859,643
CONOCOPHILLIPSCOPEnergy0.46%26,912-1,000-3.58%$2,797,771
CATERPILLAR INCCATIndustrials0.43%2,460--$2,619,654
LAUDER ESTEE COS INCELConsumer Defensive0.43%33,080+4,510+15.79%$2,611,666
BRISTOL-MYERS SQUIBB COBMYHealthcare0.38%40,494-4,060-9.11%$2,333,264
BECTON DICKINSON & COBDXHealthcare0.37%15,047+5,743+61.73%$2,277,062
ALLSTATE CORPALLFinancial Services0.37%9,400-80-0.84%$2,236,636
EXELON CORPEXCUtilities0.34%43,950+2,790+6.78%$2,048,949
NEXTERA ENERGY INCNEEUtilities0.33%22,922-30-0.13%$2,011,863
DOMINION ENERGY INCDUtilities0.32%28,220-40-0.14%$1,927,143
GOLDMAN SACHS GROUP INCGSFinancial Services0.31%1,850-120-6.09%$1,871,034
BIOGEN INCBIIBHealthcare0.30%8,596-180-2.05%$1,857,251
ACCENTURE PLC IRELANDACNTechnology0.30%14,593+103+0.71%$1,815,952
EVEREST GROUP LTDEGOther0.29%4,885-710-12.69%$1,745,068
GENERAL DYNAMICS CORPGDIndustrials0.28%4,740-40-0.84%$1,679,097
CONSTELLATION BRANDS INCSTZConsumer Defensive0.26%11,500+6,760+142.62%$1,599,535
MORGAN STANLEYMSFinancial Services0.26%7,510-120-1.57%$1,569,890
AVERY DENNISON CORPAVYConsumer Cyclical0.26%9,626-806-7.73%$1,562,781
INTUITINTUTechnology0.25%5,849+1,137+24.13%$1,526,589
STATE STR SPDR S&P 500 ETF TSPYOther0.24%1,920+1,190+163.01%$1,433,798
SHERWIN WILLIAMS COSHWBasic Materials0.22%3,980-60-1.49%$1,370,393
AMPHENOL CORPAPHTechnology0.22%7,770-1,280-14.14%$1,370,006
CARMAX INCKMXConsumer Cyclical0.21%24,415-770-3.06%$1,291,309
AMERICAN EXPRESS COAXPFinancial Services0.21%3,810-730-16.08%$1,288,732
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.21%7,120+6,780+1994.12%$1,269,068
ABBVIE INCABBVHealthcare0.20%4,960-40-0.80%$1,248,134
RTX CORPORATIONRTXIndustrials0.20%6,490-30-0.46%$1,231,347
COPART INCCPRTIndustrials0.20%43,340+3,860+9.78%$1,221,754
ROSS STORES INCROSTConsumer Cyclical0.19%5,440-1,850-25.38%$1,157,904
CONAGRA BRANDS INCCAGConsumer Defensive0.19%84,640-2,450-2.81%$1,139,254
TJX COS INC NEWTJXConsumer Cyclical0.18%7,430-670-8.27%$1,125,645
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.18%1,200-160-11.76%$1,122,564
INTERNATIONAL BUSINESS MACHSIBMTechnology0.17%3,750+270+7.76%$1,054,537
BANK OF NY MELLON CORPBKFinancial Services0.17%7,170+530+7.98%$1,036,853
PROLOGIS INC.PLDReal Estate0.17%7,620-270-3.42%$1,032,281
ORACLE CORPORCLTechnology0.16%6,840-80-1.16%$1,002,402
UNITEDHEALTH GROUP INCUNHHealthcare0.16%2,410-390-13.93%$1,001,668
PRUDENTIAL FINL INCPRUFinancial Services0.16%9,190-60-0.65%$991,876
TARGET CORPTGTConsumer Defensive0.16%7,450-120-1.59%$973,044
AON PLCAONFinancial Services0.16%2,910+220+8.18%$965,217
DEERE & CODEIndustrials0.16%1,510+170+12.69%$957,838
WELLS FARGO & COWFCFinancial Services0.15%10,910-1,470-11.87%$901,602
NETFLIX INC.NFLXCommunication Services0.15%12,590-660-4.98%$898,926
EATON CORP PLCETNOther0.14%1,980-530-21.12%$843,717
PARKER-HANNIFIN CORPPHIndustrials0.14%850-20-2.30%$831,402
PHILIP MORRIS INTL INCPMConsumer Defensive0.14%4,560--$824,949
MARSH & MCLENNAN COS INCMMCFinancial Services0.13%4,830-950-16.44%$805,016
LOWES COS INCLOWConsumer Cyclical0.12%3,440+520+17.81%$758,485
ISHARES TRIVVOther0.12%1,010-1,271-55.72%$756,378
STARBUCKS CORPSBUXConsumer Cyclical0.12%7,260-330-4.35%$741,899
MICRON TECHNOLOGY INCMUTechnology0.12%640-320-33.33%$738,745
TE CONNECTIVITY PLCTELOther0.12%3,660--$737,892
SLB LIMITEDSLBEnergy0.12%15,870-1,790-10.14%$737,796
AMGEN INCAMGNHealthcare0.12%2,010+180+9.84%$727,861
PACCAR INCPCARIndustrials0.12%5,960-560-8.59%$715,915