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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 54 of 60  ·  1,194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 OSCR OSCAR HEALTH INC Healthcare 8,923.0 $254K NEW $28.52 +9.7%
1062 LIBERTY MEDIA CORP DEL 2,903.0 $254K NEW $87.54
1063 RXRX RECURSION PHARMACEUTICALS IN Healthcare 68,900.0 $253K NEW $3.67 -15.8%
1064 RXRX PUT RECURSION PHARMACEUTICALS IN Healthcare 68,900.0 $253K NEW $3.67 -15.8%
1065 USIG ISHARES TR 4,915.0 $252K NEW $51.29 -2.2%
1066 PEBBLEBROOK HOTEL TR 12,904.0 $251K NEW $19.48
1067 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,210.0 $248K NEW $40.01 +8.2%
1068 PPLT ABRDN PLATINUM ETF TRUST Financial Services 17,500.0 $247K NEW $14.13 +10.1%
1069 PSTL POSTAL REALTY TRUST INC Real Estate 9,929.0 $245K NEW $24.64 -7.9%
1070 DTM DT MIDSTREAM INC Energy 1,636.0 $240K NEW $146.74 -7.5%
1071 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 8,512.0 $238K NEW $27.92 -15.9%
1072 CLDT CHATHAM LODGING TR Real Estate 17,720.0 $234K NEW $13.23 -2.0%
1073 SMTC SEMTECH CORP Technology 1,395.0 $226K NEW $161.85 -16.4%
1074 ALX ALEXANDERS INC Real Estate 814.0 $224K NEW $275.56 -2.7%
1075 ARRY ARRAY TECHNOLOGIES INC Energy 30,000.0 $222K NEW $7.41 -35.2%
1076 BIDU BAIDU INC Communication Services 1,900.0 $217K NEW $114.29 -20.5%
1077 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 4,911.0 $215K NEW $43.86 -7.9%
1078 AHRT AH RLTY TR INC Financial Services 30,193.0 $214K NEW $7.08 -5.5%
1079 BDN BRANDYWINE RLTY TR Real Estate 67,383.0 $214K NEW $3.17 -6.0%
1080 DQ DAQO NEW ENERGY CORP Technology 15,800.0 $212K NEW $13.39 +3.7%
Page 54 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%