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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 52 of 60  ·  1,194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ESGD ISHARES TR 3,450.0 $355K 0.00% NEW $102.81 +3.4%
1022 CAE CAE INC Industrials 14,114.0 $354K 0.00% NEW $25.06 +3.8%
1023 VCLT VANGUARD SCOTTSDALE FDS 4,700.0 $354K 0.00% NEW $75.25 -5.0%
1024 WLK WESTLAKE CORPORATION Basic Materials 4,785.0 $349K 0.00% NEW $73.00 +6.2%
1025 USRT ISHARES TR 5,115.0 $340K 0.00% NEW $66.45 +0.3%
1026 BYND BEYOND MEAT INC Consumer Defensive 452,900.0 $340K 0.00% NEW $0.75 +1598.7%
1027 ALARM COM HLDGS INC 351,000.0 $334K 0.00% NEW $0.95
1028 WSR WHITESTONE REIT Real Estate 17,541.0 $333K 0.00% NEW $18.96 +0.2%
1029 NTR NUTRIEN LTD Basic Materials 5,200.0 $327K 0.00% NEW $62.95 +10.2%
1030 MNDY MONDAY COM LTD Technology 4,500.0 $326K 0.00% NEW $72.39 +21.6%
1031 CBL CBL & ASSOC PPTYS INC Real Estate 6,104.0 $324K 0.00% NEW $53.09 +6.7%
1032 JBGS JBG SMITH PPTYS Real Estate 22,044.0 $323K 0.00% NEW $14.67 -22.1%
1033 GOOD GLADSTONE COMMERCIAL CORP Real Estate 26,009.0 $320K 0.00% NEW $12.30 +4.4%
1034 INNIO NV 8,019.0 $317K 0.00% NEW $39.55
1035 GKOS GLAUKOS CORP Healthcare 2,258.0 $316K 0.00% NEW $139.76 +31.8%
1036 HUDSON PACIFIC PROPERTIES IN 20,727.0 $315K 0.00% NEW $15.19
1037 IYM ISHARES TR 1,750.0 $314K 0.00% NEW $179.53 +3.8%
1038 CWEN CLEARWAY ENERGY INC Utilities 9,000.0 $308K 0.00% NEW $34.18 -3.1%
1039 STEP STEPSTONE GROUP INC Financial Services 7,200.0 $298K 0.00% NEW $41.36 +17.2%
1040 ESRT EMPIRE ST RLTY TR INC Real Estate 54,282.0 $294K 0.00% NEW $5.41 -13.1%
Page 52 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%