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Portfolio (Quarterly) Guide ↗

Daiwa Securities Group Inc.

· CIK 0001481045
13F Portfolio $51.1B AUM 1,672 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1194 New
Page 39 of 60  ·  1,194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RKT ROCKET COS INC Financial Services 90,229.0 $1.4M 0.00% NEW $15.75 -10.9%
762 APLE APPLE HOSPITALITY REIT INC Real Estate 84,064.0 $1.4M 0.00% NEW $16.81 -2.2%
763 SERV SERVE ROBOTICS INC Industrials 214,500.0 $1.4M 0.00% NEW $6.58 -29.5%
764 SERV PUT SERVE ROBOTICS INC Industrials 214,500.0 $1.4M 0.00% NEW $6.58 -29.5%
765 AR ANTERO RESOURCES CORP Energy 40,100.0 $1.4M 0.00% NEW $35.14 +7.3%
766 SLG SL GREEN RLTY CORP Real Estate 27,218.0 $1.4M 0.00% NEW $51.77 +13.1%
767 CRUS CIRRUS LOGIC INC Technology 9,439.0 $1.4M 0.00% NEW $148.53 -21.4%
768 DKS DICKS SPORTING GOODS INC Consumer Cyclical 6,180.0 $1.4M 0.00% NEW $226.81 -20.8%
769 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 14,289.0 $1.4M 0.00% NEW $95.98 +35.4%
770 RGA REINSURANCE GROUP AMER INC Financial Services 6,366.0 $1.4M 0.00% NEW $212.65 +14.2%
771 UAMY UNITED STATES ANTIMONY CORP Basic Materials 185,100.0 $1.3M 0.00% NEW $7.26 -28.0%
772 UAMY PUT UNITED STATES ANTIMONY CORP Basic Materials 185,100.0 $1.3M 0.00% NEW $7.26 -28.0%
773 RL RALPH LAUREN CORP Consumer Cyclical 3,343.0 $1.3M 0.00% NEW $401.41 -7.4%
774 FOX FOX CORP Communication Services 28,519.0 $1.3M 0.00% NEW $46.84 +30.3%
775 RB GLOBAL INC 11,466.0 $1.3M 0.00% NEW $116.45
776 PK PARK HOTELS & RESORTS INC Real Estate 92,655.0 $1.3M 0.00% NEW $14.25 +10.1%
777 BIRKENSTOCK HOLDING PLC 30,600.0 $1.3M 0.00% NEW $43.03
778 PUT BIRKENSTOCK HOLDING PLC 30,600.0 $1.3M 0.00% NEW $43.03
779 SSNC SS&C TECH HLDGS Technology 21,198.0 $1.3M 0.00% NEW $62.05 +33.3%
780 PETROLEO BRASILEIRO S A 89,600.0 $1.3M 0.00% NEW $14.64
Page 39 of 60  ·  1,194 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 43.3%
Real Estate 20.2%
Communication Services 12.0%
Consumer Cyclical 6.5%
Industrials 4.8%
Financial Services 4.7%
Healthcare 3.8%
Consumer Defensive 1.9%
Utilities 1.1%
Energy 1.0%