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Portfolio (Quarterly) Guide ↗

MIZUHO SECURITIES USA LLC

· CIK 0000812291
13F Portfolio $6.2B AUM 690 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 690 New
Page 13 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KMI KINDER MORGAN INC DEL Energy 153,277.0 $4.9M 0.08% NEW $31.97 +2.7%
242 REGN REGENERON PHARMACEUTICALS Healthcare 7,823.0 $4.9M 0.08% NEW $623.54 +31.3%
243 TFC TRUIST FINL CORP Financial Services 97,538.0 $4.9M 0.08% NEW $49.82 +4.8%
244 ALDF ALDEL FINL II INC Financial Services 455,738.0 $4.8M 0.08% NEW $10.60 +1.6%
245 ALL ALLSTATE CORP Financial Services 20,153.0 $4.8M 0.08% NEW $237.94 +10.7%
246 DAL DELTA AIR LINES INC Industrials 51,157.0 $4.8M 0.08% NEW $93.66 -7.8%
247 VERNAL CAP ACQUISITION CORP 482,233.0 $4.7M 0.08% NEW $9.85
248 SRE SEMPRA Utilities 51,176.0 $4.7M 0.08% NEW $92.71 -6.3%
249 HCA HCA HEALTHCARE INC Healthcare 12,157.0 $4.7M 0.08% NEW $389.89 +6.2%
250 GALAXYEDGE ACQUISITION CORP 478,405.0 $4.7M 0.08% NEW $9.85
251 D DOMINION ENERGY INC Utilities 68,851.0 $4.7M 0.08% NEW $68.29 +1.1%
252 KEYS KEYSIGHT TECHNOLOGIES INC Technology 13,427.0 $4.7M 0.08% NEW $350.07 -4.5%
253 HPE HEWLETT PACKARD ENTERPRISE C Technology 103,878.0 $4.7M 0.08% NEW $45.11 +22.4%
254 ABNB AIRBNB INC Consumer Cyclical 32,719.0 $4.7M 0.08% NEW $143.10 +29.8%
255 FLEX FLEX LTD Technology 28,785.0 $4.7M 0.07% NEW $162.07 -25.5%
256 TGT TARGET CORP Consumer Defensive 35,557.0 $4.6M 0.07% NEW $130.61 +16.8%
257 DLR DIGITAL RLTY TR INC Real Estate 25,860.0 $4.6M 0.07% NEW $179.58 +10.0%
258 MOUNTAIN CREST ACQUISITION 6 468,506.0 $4.6M 0.07% NEW $9.90
259 GWW WW GRAINGER INC Industrials 3,401.0 $4.6M 0.07% NEW $1360.40 -3.3%
260 PEACE ACQUISITION CORP 468,619.0 $4.6M 0.07% NEW $9.87
Page 13 of 35  ·  690 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 21.1%
Communication Services 8.9%
Consumer Cyclical 8.4%
Healthcare 8.0%
Industrials 7.2%
Consumer Defensive 4.1%
Energy 2.7%
Utilities 2.2%
Real Estate 1.6%