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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 25,064.0 $8.8M 0.25% $352.68 -5.1%
62 HD PUT HOME DEPOT INC Consumer Cyclical 25,000.0 $8.8M 0.25% $352.68 -5.1%
63 WMT WALMART INC Consumer Defensive 75,214.0 $8.5M 0.24% NEW $113.26 -7.9%
64 WMT PUT WALMART INC Consumer Defensive 75,000.0 $8.5M 0.24% NEW $113.26 -7.9%
65 VLO VALERO ENERGY CORP Energy 32,574.0 $8.5M 0.24% NEW $260.44 +33.6%
66 VLO PUT VALERO ENERGY CORP Energy 32,500.0 $8.5M 0.24% NEW $260.44 +33.6%
67 JPM JPMORGAN CHASE & CO Financial Services 25,083.0 $8.2M 0.23% NEW $327.33 +8.9%
68 JPM PUT JPMORGAN CHASE & CO Financial Services 25,000.0 $8.2M 0.23% NEW $327.33 +8.9%
69 C CITIGROUP INC Financial Services 55,137.0 $7.7M 0.21% NEW $139.96 -4.6%
70 C PUT CITIGROUP INC Financial Services 55,000.0 $7.7M 0.21% NEW $139.96 -4.6%
71 GDX VANECK ETF TRUST 100,979.0 $7.6M 0.21% +767.0 +0.8% $75.45 +35.7%
72 GDX PUT VANECK ETF TRUST 100,000.0 $7.5M 0.21% $75.45 +35.7%
73 ORCL ORACLE CORP Technology 50,180.0 $7.4M 0.20% -110K -68.7% $146.55 +1.6%
74 ORCL PUT ORACLE CORP Technology 50,000.0 $7.3M 0.20% -110K -68.8% $146.55 +1.6%
75 JNJ JOHNSON & JOHNSON Healthcare 25,080.0 $6.4M 0.18% NEW $253.97 +6.3%
76 JNJ PUT JOHNSON & JOHNSON Healthcare 25,000.0 $6.3M 0.18% NEW $253.97 +6.3%
77 DLTR DOLLAR TREE INC Consumer Defensive 50,112.0 $6.1M 0.17% NEW $120.95 +9.3%
78 DLTR PUT DOLLAR TREE INC Consumer Defensive 50,000.0 $6.0M 0.17% NEW $120.95 +9.3%
79 HONEYWELL INTL INC 25,097.0 $5.6M 0.16% NEW $223.90
80 EBAY EBAY INC. Consumer Cyclical 50,111.0 $5.6M 0.16% NEW $111.75 -6.8%
Page 4 of 7  ·  127 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%