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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 6 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SM PUT SM ENERGY COMPANY Energy 85,000.0 $2.2M 0.06% NEW $26.10 +35.5%
102 CRM SALESFORCE INC Technology 12,535.0 $2.0M 0.06% -38K -75.0% $156.66 +31.3%
103 CRM PUT SALESFORCE INC Technology 12,500.0 $2.0M 0.06% -38K -75.0% $156.66 +31.3%
104 LCID PUT LUCID GROUP INC Consumer Cyclical 273,900.0 $1.8M 0.05% -226K -45.2% $6.69 -26.0%
105 PM PHILIP MORRIS INTL INC Consumer Defensive 10,021.0 $1.8M 0.05% $180.91 +7.3%
106 PM PUT PHILIP MORRIS INTL INC Consumer Defensive 10,000.0 $1.8M 0.05% $180.91 +7.3%
107 LCID LUCID GROUP INC Consumer Cyclical 269,524.0 $1.8M 0.05% -226K -45.6% $6.69 -26.0%
108 CSCO CISCO SYS INC Technology 12,560.0 $1.5M 0.04% -38K -75.0% $117.46 -4.3%
109 CSCO PUT CISCO SYS INC Technology 12,500.0 $1.5M 0.04% -38K -75.0% $117.46 -4.3%
110 OXY OCCIDENTAL PETE CORP Energy 22,059.0 $1.1M 0.03% -34K -60.5% $48.57 +20.7%
111 OXY PUT OCCIDENTAL PETE CORP Energy 22,000.0 $1.1M 0.03% -34K -60.6% $48.57 +20.7%
112 DSPY TEMA ETF TRUST 14,638.0 $964K 0.03% +2K +19.2% $65.83 +1.8%
113 TEMA ETF TRUST 21,416.0 $897K 0.03% +122.0 +0.6% $41.89
114 AIPO TIDAL TRUST II 20,037.0 $669K 0.02% -28K -58.7% $33.41 -13.4%
115 MDLV EA SERIES TRUST 20,000.0 $614K 0.02% NEW $30.71 +4.3%
116 AGGA EA SERIES TRUST 24,229.0 $609K 0.02% +9K +57.4% $25.13 -0.7%
117 EA SERIES TRUST 15,188.0 $589K 0.02% +6K +61.6% $38.79
118 EA SERIES TRUST 16,397.0 $526K 0.01% -7K -29.8% $32.05
119 TIDAL TRUST III 18,884.0 $499K 0.01% -6K -23.7% $26.45
120 CHWY CHEWY INC Consumer Cyclical 25,051.0 $492K 0.01% NEW $19.65 +16.9%
Page 6 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%