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Portfolio (Quarterly) Guide ↗

MIRAE ASSET SECURITIES (USA) INC.

· CIK 0000890203
13F Portfolio $3.6B AUM 127 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 30 Added 35 Reduced 79 Exited
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 465,000.0 $347.2M 9.70% NEW $746.77 +2.6%
2 SMH VANECK ETF TRUST 150,502.0 $98.7M 2.76% NEW $655.89 -15.3%
3 SMH PUT VANECK ETF TRUST 150,000.0 $98.4M 2.75% NEW $655.89 -15.3%
4 QQQ PUT INVESCO QQQ TR Financial Services 130,000.0 $95.7M 2.67% NEW $736.40 -3.4%
5 XLI PUT SELECT SECTOR SPDR TR 350,000.0 $64.8M 1.81% NEW $185.23 -2.6%
6 IWM PUT ISHARES TR 175,000.0 $52.6M 1.47% NEW $300.45 -0.5%
7 TRV TRAVELERS COMPANIES INC Financial Services 100,228.0 $33.1M 0.92% NEW $330.12 +12.4%
8 TRV PUT TRAVELERS COMPANIES INC Financial Services 100,000.0 $33.0M 0.92% NEW $330.12 +12.4%
9 AMZN AMAZON COM INC Consumer Cyclical 125,951.0 $30.0M 0.84% NEW $238.34 +9.2%
10 AMZN PUT AMAZON COM INC Consumer Cyclical 125,000.0 $29.8M 0.83% NEW $238.34 +9.2%
11 META META PLATFORMS INC Communication Services 50,246.0 $28.3M 0.79% NEW $563.29 +2.3%
12 META PUT META PLATFORMS INC Communication Services 50,000.0 $28.2M 0.79% NEW $563.29 +2.3%
13 AAPL APPLE INC Technology 50,301.0 $14.6M 0.41% NEW $289.36 +8.3%
14 AAPL PUT APPLE INC Technology 50,000.0 $14.5M 0.40% NEW $289.36 +8.3%
15 GS PUT GOLDMAN SACHS GROUP INC Financial Services 12,500.0 $12.6M 0.35% NEW $1011.37 +2.9%
16 BERKSHIRE HATHAWAY INC DEL 25,085.0 $12.6M 0.35% NEW $500.39
17 PUT BERKSHIRE HATHAWAY INC DEL 25,000.0 $12.5M 0.35% NEW $500.39
18 MU PUT MICRON TECHNOLOGY INC Technology 10,000.0 $11.5M 0.32% NEW $1154.29 -18.7%
19 PUT HONEYWELL INTL INC 50,000.0 $11.2M 0.31% NEW $223.90
20 RTX RTX CORPORATION Industrials 50,123.0 $9.5M 0.27% NEW $189.73 +11.7%
Page 1 of 3  ·  53 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
Financial Services 69.8%
Technology 14.8%
Communication Services 4.9%
Consumer Cyclical 4.5%
Industrials 2.6%
Energy 1.4%
Consumer Defensive 1.4%
Healthcare 0.7%