Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SBI Okasan Asset Management Co.Ltd. (CIK 1535128) reported $3.04B across 320 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($779.6M, 25.63%), GLDM ($624.9M, 20.55%), BND ($508.2M, 16.71%), EMB ($177.2M, 5.83%), VWO ($141.5M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MKT ETF | $779.6M | 25.63% | 2.1M | Trimmed |
| 2 | GLDM | SPDR GOLD MINISHARES TRUST | $624.9M | 20.55% | 7.9M | Added |
| 3 | BND | VANGUARD TOTAL BOND MARKET | $508.2M | 16.71% | 6.9M | New |
| 4 | EMB | ISHARES JP MORGAN USD EMERGI | $177.2M | 5.83% | 1.8M | Trimmed |
| 5 | VWO | VANGUARD FTSE EMERGING MARKE | $141.5M | 4.65% | 2.4M | Trimmed |
| 6 | VEA | VANGUARD FTSE DEVELOPED ETF | $135.5M | 4.46% | 1.9M | Trimmed |
| 7 | IYR | ISHARES US REAL ESTATE ETF | $106.0M | 3.48% | 1.0M | New |
| 8 | VNQ | VANGUARD REAL ESTATE ETF | $83.8M | 2.75% | 853,650 | New |
| 9 | HYG | ISHR IBX USD HIYLD CB ETF-UI | $62.2M | 2.04% | 777,090 | Trimmed |
| 10 | NVDA | NVIDIA CORP | $17.4M | 0.57% | 89,168 | Added |
| 11 | GOOGL | ALPHABET INC-CL A | $13.0M | 0.43% | 36,630 | Trimmed |
| 12 | MU | MICRON TECHNOLOGY INC | $10.2M | 0.34% | 8,905 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $8.5M | 0.28% | 23,023 | Trimmed |
| 14 | AAPL | APPLE INC | $8.5M | 0.28% | 30,055 | Added |
| 15 | XLC | SS COMM SELECT SECTOR SPDR | $7.9M | 0.26% | 73,615 | Added |
| 16 | XLP | SS CONSUMER STAPLES SEL SECT | $7.9M | 0.26% | 94,070 | New |
| 17 | IVV | ISHARES CORE S&P 500 ETF | $7.5M | 0.25% | 10,104 | Added |
| 18 | AVGO | BROADCOM INC | $7.2M | 0.24% | 19,452 | Added |
| 19 | ADI | ANALOG DEVICES INC | $7.4M | 0.24% | 18,955 | Added |
| 20 | XLU | SS UTILITIES SELECT SECTOR | $6.9M | 0.23% | 149,350 | New |
| 21 | IEMG | ISHARES CORE MSCI EMERGING | $7.0M | 0.23% | 85,928 | Added |
| 22 | SOXX | ISHARES SEMICONDUCTOR ETF | $6.4M | 0.21% | 10,390 | Trimmed |
| 23 | AMZN | AMAZON.COM INC | $6.3M | 0.21% | 26,370 | Trimmed |
| 24 | TSLA | TESLA INC | $6.1M | 0.20% | 14,871 | Trimmed |
| 25 | QCOM | QUALCOMM INC | $5.8M | 0.19% | 30,700 | Added |
Source: SEC Form 13F filings · as of 2026-06-30