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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 15 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COLA COLUMBUS ACQUISITION CORP Financial Services 399,324.0 $4.2M 0.07% NEW $10.60 +1.1%
282 AFL AFLAC INC Financial Services 35,863.0 $4.2M 0.07% NEW $117.25 +3.8%
283 AZO AUTOZONE INC Consumer Cyclical 1,290.0 $4.1M 0.07% NEW $3195.94 -3.8%
284 ENTERGY CORP NEW 35,847.0 $4.1M 0.07% NEW $114.86
285 WENN WEN ACQUISITION CORP Financial Services 400,186.0 $4.1M 0.07% NEW $10.27 +0.8%
286 EW EDWARDS LIFESCIENCES CORP Healthcare 45,079.0 $4.1M 0.07% NEW $90.46 +0.6%
287 CLEARTHINK 1 ACQUISITION COR 411,000.0 $4.0M 0.07% NEW $9.80
288 FITB FIFTH THIRD BANCORP Financial Services 70,954.0 $4.0M 0.07% NEW $56.37 +1.6%
289 NUE NUCOR CORP Basic Materials 17,830.0 $4.0M 0.06% NEW $222.75 +18.6%
290 PSA PUBLIC STORAGE Real Estate 12,369.0 $3.9M 0.06% NEW $318.31 +1.5%
291 VST VISTRA CORP Utilities 24,814.0 $3.9M 0.06% NEW $158.63 -11.4%
292 XEL XCEL ENERGY INC Utilities 48,873.0 $3.9M 0.06% NEW $80.30 -1.4%
293 EBAY EBAY INC. Consumer Cyclical 34,760.0 $3.9M 0.06% NEW $111.75 -8.5%
294 NKE NIKE INC Consumer Cyclical 93,907.0 $3.9M 0.06% NEW $41.05 -2.4%
295 FORTUNEX ACQUISITION CORP 385,504.0 $3.8M 0.06% NEW $9.98
296 EXC EXELON CORP Utilities 80,106.0 $3.7M 0.06% NEW $46.62 -2.8%
297 HUM HUMANA INC Healthcare 9,399.0 $3.7M 0.06% NEW $397.22 -3.8%
298 DVN DEVON ENERGY CORP NEW Energy 90,263.0 $3.7M 0.06% NEW $41.32 +15.8%
299 LIONHEART HOLDINGS 345,316.0 $3.7M 0.06% NEW $10.70
300 CVNA CARVANA CO Consumer Cyclical 56,077.0 $3.7M 0.06% NEW $65.82 -1.2%
Page 15 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%