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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 14 of 60  ·  1,194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEM NEWMONT CORP Basic Materials 198,456.0 $18.5M 0.04% NEW $93.40 +24.2%
262 XEL XCEL ENERGY INC Utilities 229,787.0 $18.5M 0.04% NEW $80.30 -1.4%
263 WBD WARNER BROS DISCOVERY INC Communication Services 688,292.0 $18.3M 0.04% NEW $26.66 +6.8%
264 LITE LUMENTUM HLDGS INC Technology 21,381.0 $18.3M 0.04% NEW $858.06 +1.8%
265 WWD WOODWARD INC Industrials 43,055.0 $18.3M 0.04% NEW $425.44 -13.9%
266 TEL TE CONNECTIVITY PLC Technology 90,283.0 $18.2M 0.04% NEW $201.61 +1.7%
267 PNC PNC FINL SVCS GROUP INC Financial Services 73,398.0 $18.1M 0.04% NEW $246.22 +3.3%
268 WMB WILLIAMS COS INC Energy 240,453.0 $17.9M 0.04% NEW $74.34 +1.1%
269 MCHP MICROCHIP TECHNOLOGY INC Technology 195,349.0 $17.8M 0.04% NEW $91.20 -14.3%
270 GAMESTOP CORP 17,500,000.0 $17.8M 0.04% NEW $1.02
271 PCAR PACCAR INC Industrials 147,977.0 $17.8M 0.04% NEW $120.12 +6.6%
272 KEYS KEYSIGHT TECHNOLOGIES INC Technology 50,405.0 $17.6M 0.04% NEW $350.07 -2.5%
273 EXC EXELON CORP Utilities 377,824.0 $17.6M 0.03% NEW $46.62 -2.8%
274 FR FIRST INDL RLTY TR INC Real Estate 285,335.0 $17.5M 0.03% NEW $61.31 +1.7%
275 REGCO REGENCY CTRS CORP Real Estate 217,520.0 $17.3M 0.03% NEW $79.74 -72.6%
276 ALL ALLSTATE CORP Financial Services 72,500.0 $17.3M 0.03% NEW $237.94 +9.8%
277 CIEN CIENA CORP Technology 35,146.0 $17.2M 0.03% NEW $490.56 -17.3%
278 USB US BANCORP Financial Services 284,042.0 $17.2M 0.03% NEW $60.40 +7.3%
279 EBAY EBAY INC Consumer Cyclical 153,178.0 $17.1M 0.03% NEW $111.75 -8.5%
280 SITM SITIME CORP Technology 22,841.0 $17.0M 0.03% NEW $745.56 -8.8%
Page 14 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%