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Akira Shinozaki

Sbi Okasan Asset Management Co.ltd.

Assets Managed
$2.44B
Holdings
321
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
34.45%(2Q avg: 17.23%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sbi Okasan Asset Management Co.ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 321 positions.

Assets under management

The assets under management (AUM) of Sbi Okasan Asset Management Co.ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.44B in assets, with a quarterly growth rate of 34.45% and a 2-quarter average growth rate of 17.23%. The portfolio is managed by Akira Shinozaki, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 25.92%
34%
$829.502M
2.661M shares@ $311.68 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
New Position
14.23%
$347.175M
4.405M shares@ $78.81 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Decreased -48.35%
13.28%
$323.851M
3.478M shares@ $93.12 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 17929.19%
11.18%
$272.754M
4.397M shares@ $62.03 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
New Position
6.77%
$165.189M
1.849M shares@ $89.32 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 83.1%
6.68%
$162.819M
3.106M shares@ $52.42 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.84%
0.6%
$14.568M
88,202 shares@ $165.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.28%
0.49%
$11.752M
42,968 shares@ $273.5 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -12.87%
0.35%
$8.361M
23,292 shares@ $358.96 avg price
SOXX
Ishares Semiconductor Etf
Recent Activity
Increased 672.95%
0.34%
$8.141M
26,280 shares@ $309.79 avg price

1-10 of 321