Nippon Life Global Investors Americas, Inc.

CIK 0001040190 · Q2 2026

13F Equity AUM

$2.5B

+13.4% QoQ

Positions

101

-5 QoQ

AUM Rank

#1,345

Top 15%

Skill Alpha (FF)

-0.1%/yr^ns

No Clear Edge

Rank #2,926 · Top 35%

vs S&P +1.2%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 30.3%Top 10: 45.2%Top 20: 67.2%

NVDA8.4%

GOOG6.5%

MSFT5.3%

AMZN5.1%

AAPL5.0%

AVGO3.6%

LLY3.1%

AMD2.9%

TRVC2.7%

LRCX2.7%

Others (91)54.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology37.0%

Consumer Cyclical10.9%

Healthcare9.7%

Communication Services9.4%

Financial Services9.0%

Industrials5.4%

Consumer Defensive4.7%

Utilities4.3%

Other9.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 101Median: 0.42%Avg: 0.99%

0–0.5%

53(7.1%)

0.5–1%

15(9.5%)

1–3%

26(46.5%)

3–5%

3(11.6%)

5%+

4(25.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 101vs 20 funds

0%Low

101

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New13Increased43Decreased42Exited18

New Positions

MU2.6%

+57K

COHR0.8%

+50K

ALGM0.4%

+144K

SPACE EXPLORATION TE…0.3%

+44K

EW0.2%

+52K

ROK0.2%

+9K

SLB0.1%

+69K

DE0.1%

+3K

TXN0.1%

+5K

PANW0.1%

+5K

Increased

TJX0.9%

+142K(+2779%)

VST0.8%

+120K(+6722%)

FFIV2.5%

+117K(+369%)

AMD2.9%

+115K(+1414%)

BIIB1.2%

+104K(+309%)

MDLZ0.5%

+83K(+57%)

RCL1.2%

+80K(+632%)

R1.3%

+71K(+145%)

KO0.6%

+71K(+66%)

GEV2.4%

+50K(+3088%)

Decreased

ORLY0.1%

-208,480(-90%)

SHOP0.0%

-172,770(-98%)

GE0.1%

-163,200(-95%)

LRCX2.7%

-126,600(-45%)

CBRE0.1%

-91,520(-87%)

IQV0.0%

-74,660(-95%)

APH1.9%

-74,260(-21%)

NVDA8.4%

-72,590(-6%)

FCX0.2%

-69,210(-46%)

AVGO3.6%

-59,110(-20%)

Exited

-185,300

-472,890

-180,500

-37,970

-124,730

-177,720

-3,020

-125,800

-18,890

CASY

-6,990

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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