Institutional Fund
Sbi Okasan Asset Management Co.Ltd.
Tokyo, JapanCIK 15351282 filings on record
Portfolio Value
$2.44B
Q1 2026
Holdings
321
Reported positions
New Buys
41
Opened this quarter
QoQ Change
+34.4%
from $1.82B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds34.0%
- Ishares Tr14.2%
- Ishares Tr13.3%
- Vanguard Tax-Managed Fds11.2%
- World Gold Tr6.8%
- Vanguard Intl Equity Index F6.7%
- Other13.9%
Portfolio Holdings
321 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 2.66M | $829.50M | 34.0% | +547.8K | Added |
| 2 | Ishares Tr | 4.41M | $347.17M | 14.2% | +4.41M | New |
| 3 | Ishares Tr | 3.48M | $323.85M | 13.3% | −3.26M | Reduced |
| 4 | Vanguard Tax-Managed Fds | 4.40M | $272.75M | 11.2% | +4.37M | Added |
| 5 | World Gold Tr | 1.85M | $165.19M | 6.8% | +1.85M | New |
| 6 | Vanguard Intl Equity Index F | 3.11M | $162.82M | 6.7% | +1.41M | Added |
| 7 | Nvidia Corporation | 88.2K | $14.57M | 0.6% | −752 | Reduced |
| 8 | Alphabet Inc | 43.0K | $11.75M | 0.5% | −1.0K | Reduced |
| 9 | Microsoft Corp | 23.3K | $8.36M | 0.3% | −3.4K | Reduced |
| 10 | Ishares Tr | 26.3K | $8.14M | 0.3% | +22.9K | Added |
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