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Portfolio (Quarterly) Guide ↗

MIRAE ASSET SECURITIES (USA) INC.

· CIK 0000890203
13F Portfolio $3.6B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 184 New
Page 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KO PUT COCA COLA CO Consumer Defensive 37,587.0 $2.6M 0.07% NEW $69.75 +15.4%
142 KMB KIMBERLY-CLARK CORP Consumer Defensive 25,059.0 $2.5M 0.07% NEW $100.89 -2.1%
143 JCI JOHNSON CTLS INTL PLC Industrials 21,111.0 $2.5M 0.07% NEW $119.75 +17.1%
144 KMB PUT KIMBERLY-CLARK CORP Consumer Defensive 25,059.0 $2.5M 0.07% NEW $100.65 -1.9%
145 JCI PUT JOHNSON CTLS INTL PLC Industrials 21,045.0 $2.5M 0.07% NEW $119.49 +17.3%
146 COP CONOCOPHILLIPS Energy 25,054.0 $2.3M 0.07% NEW $93.61 +24.5%
147 COP PUT CONOCOPHILLIPS Energy 25,054.0 $2.3M 0.06% NEW $93.41 +24.8%
148 DVN DEVON ENERGY CORP NEW Energy 63,650.0 $2.3M 0.06% NEW $36.63 +23.2%
149 DVN PUT DEVON ENERGY CORP NEW Energy 63,650.0 $2.3M 0.06% NEW $36.54 +23.5%
150 INFY PUT INFOSYS LTD Technology 476,392.0 $2.1M 0.06% NEW $4.51 +168.0%
151 INFY INFOSYS LTD Technology 119,098.0 $2.1M 0.06% NEW $17.82 -32.2%
152 PUT STUBHUB HLDGS INC 148,994.0 $2.0M 0.06% NEW $13.62
153 STUBHUB HLDGS INC 148,994.0 $2.0M 0.06% NEW $13.53
154 CYTK CYTOKINETICS INC Healthcare 30,067.0 $1.9M 0.05% NEW $63.54 +20.1%
155 CYTK PUT CYTOKINETICS INC Healthcare 30,067.0 $1.9M 0.05% NEW $63.40 +20.3%
156 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 18,078.0 $1.6M 0.04% NEW $91.21 -1.5%
157 ORLY PUT OREILLY AUTOMOTIVE INC Consumer Cyclical 18,078.0 $1.6M 0.04% NEW $90.82 -1.0%
158 BURL BURLINGTON STORES INC Consumer Cyclical 5,513.0 $1.6M 0.04% NEW $288.85 +13.1%
159 BURL PUT BURLINGTON STORES INC Consumer Cyclical 5,513.0 $1.6M 0.04% NEW $288.17 +13.3%
160 EA SERIES TRUST 40,000.0 $1.2M 0.03% NEW $28.83
Page 8 of 10  ·  184 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 47.6%
Technology 20.8%
Communication Services 10.7%
Consumer Cyclical 8.3%
Industrials 4.4%
Healthcare 3.7%
Consumer Defensive 2.5%
Energy 1.2%
Basic Materials 0.8%