KS
Kazuhisa Sakakibara Portfolio
Invests via Sompo Asset Management Co. Ltd. | Managed by Kazuhisa Sakakibara
Invests via Sompo Asset Management Co. Ltd.
Managed by Kazuhisa Sakakibara
Automatically Tracked
Kazuhisa Sakakibara Profile
With a distinguished career in corporate finance, Kazuhisa Sakakibara is recognized for his extensive expertise in financial strategy and market operations. Having held various leadership roles across multiple sectors, he combines profound industry knowledge with operational acumen. His contributions to significant M&A activities and capital structuring initiatives have positioned him as a key player in enhancing organizational value. By bridging the gap between innovative financial practices and traditional investment paradigms, he plays a pivotal role in shaping strategic decisions that drive growth trajectories. A committed professional at the intersection of finance and management, his efforts not only bolster company performance but also enhance shareholder interests.
With a distinguished career in corporate finance, Kazuhisa Sakakibara is recognized for his extensive expertise in financial strategy and market operations. Having held various leadership roles across multiple sectors, he combines profound industry knowledge with operational acumen. His contributions to significant M&A activities and capital structuring initiatives have positioned him as a key player in enhancing organizational value. By bridging the gap between innovative financial practices and traditional investment paradigms, he plays a pivotal role in shaping strategic decisions that drive growth trajectories. A committed professional at the intersection of finance and management, his efforts not only bolster company performance but also enhance shareholder interests.
Investment Philosophy & Strategy
In an ever-evolving financial landscape, Kazuhisa Sakakibara leverages his multifaceted expertise to identify and capitalize on transformative investment opportunities. His strategic mindset, honed through years of navigating complex corporate structures, enables him to discern emerging trends and adapt accordingly. With a focus on enhancing operational efficiencies and driving value creation, he often seeks innovative approaches that disrupt conventional norms. Emphasizing synergistic growth in acquisitions and leveraging industry insights allows for the cultivation of sustainable market advantages. Through meticulous evaluation of each opportunity, he fosters an investment approach rooted in long-term performance while maintaining agility amidst dynamic market shifts.
In an ever-evolving financial landscape, Kazuhisa Sakakibara leverages his multifaceted expertise to identify and capitalize on transformative investment opportunities. His strategic mindset, honed through years of navigating complex corporate structures, enables him to discern emerging trends and adapt accordingly. With a focus on enhancing operational efficiencies and driving value creation, he often seeks innovative approaches that disrupt conventional norms. Emphasizing synergistic growth in acquisitions and leveraging industry insights allows for the cultivation of sustainable market advantages. Through meticulous evaluation of each opportunity, he fosters an investment approach rooted in long-term performance while maintaining agility amidst dynamic market shifts.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
77.59%
Gain -0.39%
Monthly
0.81%
Yearly
10.18%
Drawdown
18.59%
$622.73M
Equity
Holdings
$622.73M
Investment
$447.57M
$483.08M
Profit -$2.01M
Realized
$307.92M
Unrealized
$175.16M
Dividends
$102.88M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$2.01M
Win %
72%
This Week
Compared To Last Week
Gain
0.3%
Profit
$1.84M
Win %
72%
This Month
Compared to last month
Gain
1.07%
Profit
$6.61M
Win %
72%
This Year
Compared to last year
Gain
2.05%
Profit
$12.54M
Win %
73%
CCI Crown Castle Inc.
+11.41%
+$84,193.2 
SLB SLB N.V.
+7.26%
+$57,132 
COP ConocoPhillips
+4.56%
+$178,561.12 
MU Micron Technology Inc.
+3.85%
+$21,094.4 
CVX Chevron Corporation
+2.78%
+$18,469.4 
XOM ExxonMobil Holdings Corporation
+2.7%
+$11,832.6 
INTC Intel Corporation
+2.61%
+$157,878.17 
AKAM Akamai Technologies, Inc.
+2.5%
+$79,512.72 
CDNS Cadence Design Systems, Inc.
+2.34%
+$13,249.22 
APH Amphenol Corp. Class A Common Stock
+2.11%
+$47,863.2 
TXN Texas Instruments Inc.
+2.08%
+$134,100.61 
AMAT Applied Materials Inc.
+2.03%
+$105,635.42 
CSCO Cisco Systems, Inc.
+1.85%
+$132,800.76 
ORCL Oracle Corporation
+1.69%
+$14,535 
LYB LyondellBasell Industries N.V.
+1.58%
+$74,044.64 
FUTU Futu Holdings Ltd. ADR
+1.54%
+$7,296 
QCOM QUALCOMM Incorporated
+1.49%
+$117,003 
LRCX Lam Research Corp.
+1.39%
+$23,159.47 
LMT Lockheed Martin Corporation
+1.24%
+$9,808.84 
EL The Estée Lauder Companies Inc. Class A Common Stock
+1.07%
+$38,042 
JCI Johnson Controls International plc
+1.01%
+$6,510.5 
IBM International Business Machines Corporation
+0.95%
+$8,962.5 
AVGO Broadcom Inc.
+0.94%
+$64,205.91 
ROK Rockwell Automation Inc.
+0.92%
+$61,350.56 
MSFT Microsoft Corporation Common Stock
+0.78%
+$227,102.47 
EMR Emerson Electric Co.
+0.76%
+$5,343.64 
KLAC KLA Corporation
+0.54%
+$20,145.3 
SYK Stryker Corp.
+0.5%
+$3,156.75 
VNET VNET Group, Inc. ADR
+0.4%
+$476.25 
IEMG iShares Core MSCI Emerging Markets ETF
+0.36%
+$164,037.96 
CEG Constellation Energy Corporation
+0.36%
+$1,528.78 
NVDA NVIDIA Corporation
+0.31%
+$92,853.35 
TEL TE Connectivity plc
+0.3%
+$2,305.8 
PLD Prologis, Inc.
+0.25%
+$2,438.4 
PSA Public Storage
+0.23%
+$1,320.6 
DE Deere & Company
+0.16%
+$1,570.4 
ETN Eaton Corporation plc
+0.15%
+$1,079.12 
TW Tradeweb Markets Inc. Class A Common Stock
+0.14%
+$1,016.75 
ABT Abbott Laboratories
+0.13%
+$1,005.75 
CME CME Group Inc. Class A Common Stock
+0.12%
+$924.98 
AMCR Amcor plc
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
T AT&T Inc.
-5.56%
-$27,981.8 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-4.4%
-$21,352.1 
ACN Accenture plc
-4.29%
-$161,982.15 
AXP American Express Company
-3.75%
-$46,405.84 
APTV Aptiv PLC
-3.58%
-$9,388.6 
KMX CarMax Inc.
-3.4%
-$43,947 
CL Colgate-Palmolive Co.
-3.29%
-$175,862.4 
LOW Lowe's Companies, Inc.
-2.91%
-$20,485.2 
TGT Target Corp.
-2.9%
-$34,195.5 
HD The Home Depot, Inc.
-2.85%
-$93,939.55 
KLAR Klarna Group plc
-2.8%
-$7,289 
BKNG Booking Holdings Inc.
-2.74%
-$31,470.47 
XYZ Block Inc. Class A Common Stock
-2.73%
-$7,927.19 
PEP PepsiCo, Inc.
-2.69%
-$7,507.35 
MET MetLife, Inc.
-2.68%
-$7,617.2 
PG The Procter & Gamble Company
-2.63%
-$16,175.6 
ROST Ross Stores Inc.
-2.62%
-$33,728 
SYY Sysco Corp.
-2.54%
-$136,679.97 
CTVA Corteva Inc.
-2.53%
-$2,515.5 
GM General Motors Co.
-2.51%
-$12,319 
INTU Intuit Inc.
-2.5%
-$51,792.89 
ADBE Adobe Inc.
-2.45%
-$163,401.21 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.33%
-$7,554.4 
PPG PPG Industries, Inc.
-2.23%
-$7,903.25 
KO The Coca-Cola Company
-2.14%
-$211,729.56 
ALKT Alkami Technology Inc.
-2.1%
-$7,380.05 
VMC Vulcan Materials Co.
-2.09%
-$6,912.6 
MA Mastercard Inc. Class A Common Stock
-1.99%
-$14,386.82 
PCAR PACCAR Inc.
-1.98%
-$12,933.2 
LLY Eli Lilly and Company
-1.95%
-$82,187.16 
BMY Bristol-Myers Squibb Company
-1.94%
-$49,402.68 
SHW The Sherwin-Williams Company
-1.94%
-$26,626.2 
RTX RTX Corporation
-1.92%
-$24,272.66 
ALL The Allstate Corporation
-1.92%
-$46,671.09 
MCD McDonald's Corporation
-1.92%
-$4,356 
BLK BlackRock, Inc.
-1.88%
-$10,260.02 
CRM Salesforce, Inc.
-1.87%
-$168,843.49 
HAPN Happen, Inc. Common Stock
-1.86%
-$3,909.6 
ULTA Ulta Beauty, Inc.
-1.8%
-$153,722.72 
TRU TransUnion
-1.78%
-$11,696.5 
FDX FedEx Corp.
-1.77%
-$6,390.31 
NKE Nike, Inc. Class B Common Stock
-1.75%
-$54,533.98 
CAT Caterpillar Inc.
-1.73%
-$29,888.97 
JNJ Johnson & Johnson
-1.72%
-$110,644.37 
CB Chubb Limited
-1.72%
-$5,865.61 
PRU Prudential Financial, Inc.
-1.7%
-$18,425.95 
IBN ICICI Bank Ltd. Sponsored ADR
-1.62%
-$9,302.3 
PH Parker-Hannifin Corporation
-1.59%
-$12,070.02 
UNP Union Pacific Corp.
-1.59%
-$143,351.99 
MRK Merck & Co., Inc.
-1.56%
-$154,238.67 
CHYM Chime Financial Inc. Class A
-1.54%
-$9,754.5 
CPAY Corpay Inc.
-1.52%
-$6,076.81 
V Visa Inc. Class A
-1.45%
-$205,808.35 
AON Aon plc Class A
-1.44%
-$12,847.62 
BR Broadridge Financial Solutions, Inc.
-1.42%
-$7,128.5 
MS Morgan Stanley Common Stock
-1.41%
-$19,450.9 
VRSK Verisk Analytics, Inc.
-1.4%
-$6,737.8 
ZTS Zoetis Inc. Class A Common Stock
-1.38%
-$4,836.4 
MSCI MSCI Inc.
-1.37%
-$8,595.09 
JKHY Jack Henry & Associates, Inc.
-1.35%
-$6,432.13 
BIIB Biogen Inc.
-1.33%
-$28,925.54 
VZ Verizon Communications Inc.
-1.32%
-$40,186.3 
JPM JPMorgan Chase & Co.
-1.29%
-$108,860.78 
TJX The TJX Companies, Inc.
-1.25%
-$13,745.5 
UPS United Parcel Service, Inc. Class B Common Stock
-1.2%
-$82,084.04 
MRSH Marsh & McLennan Companies, Inc.
-1.2%
-$11,543.7 
FICO Fair Isaac Corp.
-1.19%
-$4,718.41 
SCHW The Charles Schwab Corporation
-1.19%
-$7,117.6 
PFG Principal Financial Group Inc.
-1.19%
-$6,368.4 
AVY Avery Dennison Corporation
-1.18%
-$20,888.42 
CAG Conagra Brands Inc.
-1.16%
-$14,812 
C Citigroup Inc.
-1.13%
-$48,664.32 
COST Costco Wholesale Corp
-1.12%
-$13,668.02 
PFE Pfizer Inc.
-1.1%
-$5,095.35 
CAH Cardinal Health, Inc.
-1.06%
-$5,031.3 
SE Sea Limited Sponsored ADR
-0.99%
-$2,280 
PGR The Progressive Corporation
-0.98%
-$3,051 
MMM 3M Company
-0.98%
-$4,042 
WMT Walmart Inc.
-0.94%
-$31,600.8 
EXC Exelon Corp.
-0.93%
-$18,239.25 
KKR Korro Bio, Inc.
-0.91%
-$5,626.97 
SBUX Starbucks Corp.
-0.91%
-$6,751.8 
AMGN Amgen Inc. Common Stock
-0.89%
-$8,040 
EG Everest Group, Ltd.
-0.87%
-$17,341.75 
ADP Automatic Data Processing Inc.
-0.87%
-$42,479 
CPRT Copart, Inc.
-0.79%
-$9,968.2 
WFC Wells Fargo & Company
-0.78%
-$7,091.52 
GS The Goldman Sachs Group, Inc.
-0.78%
-$12,894.48 
BDX Becton, Dickinson and Company
-0.75%
-$22,720.97 
SPGI S&P Global Inc.
-0.75%
-$25,892.21 
CVS CVS Health Corporation Common Stock
-0.73%
-$65,068.38 
ED Consolidated Edison Inc.
-0.72%
-$2,242.8 
GD General Dynamics Corp.
-0.7%
-$11,684.15 
USB U.S. Bancorp
-0.68%
-$3,701.7 
MDT Medtronic plc
-0.65%
-$46,243.89 
SO The Southern Company
-0.63%
-$1,624.35 
BAC Bank of America Corporation
-0.59%
-$28,938.79 
ELV Elevance Health, Inc.
-0.58%
-$3,212.5 
PM Philip Morris International Inc.
-0.57%
-$5,289.65 
ICE Intercontinental Exchange, Inc.
-0.56%
-$3,815.55 
EMN Eastman Chemical Co.
-0.54%
-$1,320.6 
TT Trane Technologies plc
-0.52%
-$3,031.49 
PNC The PNC Financial Services Group, Inc.
-0.52%
-$2,702.5 
META Meta Platforms Inc Class A
-0.49%
-$35,885.61 
D Dominion Energy, Inc.
-0.49%
-$9,030.4 
OMC Omnicom Group Inc.
-0.48%
-$2,376 
AMZN Amazon.com Inc
-0.48%
-$48,552.46 
VGK Vanguard FTSE Europe ETF
-0.47%
-$2,308.3 
NFLX Netflix Inc.
-0.46%
-$3,902.94 
SPG Simon Property Group Inc.
-0.46%
-$1,968.6 
DIS The Walt Disney Company
-0.45%
-$26,893.83 
EQIX Equinix, Inc.
-0.39%
-$1,012.5 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$1,250.8 
SRE Sempra
-0.37%
-$1,810.4 
GOOGL Alphabet Inc
-0.32%
-$84,433.44 
WM Waste Management Inc.
-0.29%
-$1,232.02 
STZ Constellation Brands Inc. Class A
-0.28%
-$4,485 
UNH UnitedHealth Group Inc.
-0.25%
-$2,578.72 
DHI D.R. Horton, Inc.
-0.24%
-$646.1 
GILD Gilead Sciences Inc.
-0.22%
-$1,676.2 
MCK McKesson Corporation
-0.21%
-$1,223.82 
WELL Welltower Inc.
-0.18%
-$769.23 
SWK Stanley Black & Decker Inc.
-0.16%
-$10,320.48 
IVV iShares Core S&P 500 ETF
-0.15%
-$1,131.17 
NDAQ Nasdaq, Inc. Common Stock
-0.14%
-$1,006.5 
VOO Vanguard S&P 500 ETF
-0.14%
-$74,905.34 
BNY Bank of New York Mellon Corp.
-0.13%
-$1,398.15 
SPY State Street SPDR S&P 500 ETF Trust
-0.12%
-$1,708.84 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$49,667 
STT State Street Corporation Common Stock
-0.08%
-$520.8 
AAPL Apple Inc.
-0.08%
-$26,553.72 
NEE NextEra Energy Inc.
-0.04%
-$687.66 
ABBV AbbVie Inc.
-0.02%
-$297.6 
TFC Truist Financial Corporation
-0.01%
-$465.02 Events
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Dividends
Dividend Analysis
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| Trades 5252 | Longs Won 3665/5252 69% | Profit Factor 4.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $435,026.21 |
| Average Win $171,112.08 | Best Trade (Oct 21) $10.68M | Sharpe Ratio -9.27 |
| Average Loss -$90,767.28 | Worst Trade (Oct 21) -$5.57M | Z-Score 3.46 (99.95%) |
| Commissions $0 | Avg. Trade Length 2y 3w 1d | Expectancy $91,979.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 96,559 | $16.65M | $33.6M | - | $16.95M | 101.82% | -0.079% |
| ABBV AbbVie Inc. | 4,960 | $725,379.8 | $1.41M | - | $688,865 | 94.97% | -0.021% |
| ABT Abbott Laboratories | 7,450 | $818,898.9 | $764,705.25 | - | -$54,193.65 | -6.62% | +0.132% |
| ACN Accenture plc | 14,593 | $4.35M | $3.61M | - | -$735,822.2 | -16.92% | -4.29% |
| ADBE Adobe Inc. | 24,683 | $10.43M | $6.51M | - | -$3.91M | -37.52% | -2.447% |
| ADP Automatic Data Processing Inc. | 15,880 | $3.58M | $4.85M | - | $1.26M | 35.3% | -0.869% |
| AKAM Akamai Technologies, Inc. | 34,874 | $3.14M | $3.26M | - | $113,629.67 | 3.61% | +2.502% |
| ALKT Alkami Technology Inc. | 22,030 | $532,760.5 | $343,998.45 | - | -$188,762.05 | -35.43% | -2.1% |
| ALL The Allstate Corporation | 9,400 | $1.11M | $2.39M | - | $1.28M | 114.56% | -1.916% |
| AMAT Applied Materials Inc. | 13,872 | $2.66M | $5.32M | - | $2.66M | 99.82% | +2.028% |
| AMCR Amcor plc | 93,154 | $3.7M | $4.31M | - | $608,295.62 | 16.43% | 0.0 |
| AMGN Amgen Inc. Common Stock | 2,010 | $552,515.8 | $890,992.8 | - | $338,477 | 61.26% | -0.894% |
| AMZN Amazon.com Inc | 40,126 | $4.99M | $10M | - | $5M | 100.21% | -0.483% |
| AON Aon plc Class A | 2,910 | $958,148 | $879,940.35 | - | -$78,207.65 | -8.16% | -1.439% |
| APH Amphenol Corp. Class A Common Stock | 31,080 | $407,292.04 | $2.32M | - | $1.91M | 469.34% | +2.108% |
| APTV Aptiv PLC | 5,980 | $383,515.3 | $252,595.2 | - | -$130,920.1 | -34.14% | -3.584% |
| AVB AvalonBay Communities, Inc. | 1,900 | $385,425.9 | $129,466 | - | -$255,959.9 | -66.41% | 0.0 |
| AVGO Broadcom Inc. | 21,190 | $2.88M | $6.91M | - | $4.04M | 140.31% | +0.937% |
| AVY Avery Dennison Corporation | 9,626 | $1.75M | $1.76M | - | $7,268.59 | 0.42% | -1.175% |
| AXP American Express Company | 3,810 | $792,433 | $1.19M | - | $400,058.9 | 50.48% | -3.746% |
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FAQ
Which stocks have generated the highest profits for Kazuhisa Sakakibara?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $35.3M, Microsoft Corporation Common Stock - $25.75M, Alphabet Inc - $20.55M, Amazon.com Inc - $18.26M, and Meta Platforms Inc Class A - $18.07M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Walgreens Boots Alliance Inc - $6.07M, Paramount Global - $3.75M, Carnival Corporation Ltd - $3.61M, DXC Technology Company - $3.07M, and The Kroger Co - $2.7M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kazuhisa Sakakibara's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.88M earned over time. The largest contributors to dividend income include iShares Core MSCI Emerging Markets ETF - $5.01M, iShares 7-10 Year Treasury Bond ETF - $4.78M, Verizon Communications Inc - $3.93M, Johnson & Johnson - $3.32M, and Vanguard S&P 500 ETF - $2.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kazuhisa Sakakibara's monthly returns?
Kazuhisa Sakakibara's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kazuhisa Sakakibara's strategy be considered aggressive or moderate?
Kazuhisa Sakakibara's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kazuhisa Sakakibara's strategy?
Kazuhisa Sakakibara's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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