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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 17 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BDX BECTON DICKINSON & CO Healthcare 21,572.0 $3.3M 0.05% NEW $151.33 +19.5%
322 ARC GROUP ACQUISITION I CORP 331,942.0 $3.3M 0.05% NEW $9.80
323 IDXX IDEXX LABS INC Healthcare 6,176.0 $3.3M 0.05% NEW $526.44 +5.1%
324 AMP AMERIPRISE FINL INC Financial Services 7,038.0 $3.2M 0.05% NEW $458.76 +22.5%
325 ADSK AUTODESK INC Technology 16,530.0 $3.2M 0.05% NEW $194.42 +26.9%
326 ED CONSOLIDATED EDISON INC Utilities 28,852.0 $3.2M 0.05% NEW $110.63 -1.3%
327 MSCI MSCI INC Financial Services 5,699.0 $3.2M 0.05% NEW $560.04 +0.5%
328 BLOCK INC 41,900.0 $3.2M 0.05% NEW $76.00
329 JBL JABIL INC Technology 8,260.0 $3.2M 0.05% NEW $385.48 -12.2%
330 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 39,013.0 $3.2M 0.05% NEW $81.16 -6.9%
331 PLUTONIAN ACQUISITION CORP I 318,114.0 $3.1M 0.05% NEW $9.90
332 SYY SYSCO CORP Consumer Defensive 37,436.0 $3.1M 0.05% NEW $83.58 -1.9%
333 ODFL OLD DOMINION FREIGHT LINE IN Industrials 14,328.0 $3.1M 0.05% NEW $216.60 -4.0%
334 AIG AMERICAN INTL GROUP INC Financial Services 41,509.0 $3.1M 0.05% NEW $74.53 +2.1%
335 CBRE CBRE GROUP INC Real Estate 22,924.0 $3.1M 0.05% NEW $134.69 +9.4%
336 GRMN GARMIN LTD Technology 12,834.0 $3.0M 0.05% NEW $237.54 +25.2%
337 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 34,876.0 $3.0M 0.05% NEW $87.04 +4.0%
338 OCEAN CAP ACQUISITION CORP 301,626.0 $3.0M 0.05% NEW $10.00
339 VMC VULCAN MATLS CO Basic Materials 10,158.0 $3.0M 0.05% NEW $295.01 -7.9%
340 SVCC STELLAR V CAP CORP Financial Services 287,371.0 $3.0M 0.05% NEW $10.40 +2.4%
Page 17 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%