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Portfolio (Quarterly) Guide ↗

SBI Securities Co., Ltd.

· CIK 0001851815
13F Portfolio $4.4B AUM 4,072 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4072 New
Page 115 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 ALOY REalloys Inc Basic Materials 277.0 $4K NEW $14.45 -15.9%
2282 WFG West Fraser Timber Co Ltd Basic Materials 59.0 $4K NEW $67.69 +1.9%
2283 CRWS Crown Crafts Consumer Cyclical 1,400.0 $4K NEW $2.84 +3.2%
2284 DTE DTE Energy Co Utilities 26.0 $4K NEW $152.38 -10.7%
2285 Applied Aerospace & Defense Inc 173.0 $4K NEW $22.78
2286 NGNE Neurogene Inc Healthcare 125.0 $4K NEW $31.45 +29.9%
2287 Greenidge Generation Holdings Inc A 2,180.0 $4K NEW $1.79
2288 CMS CMS Energy Corp Utilities 51.0 $4K NEW $76.51 -10.2%
2289 HUYA HUYA Inc ADR Communication Services 1,696.0 $4K NEW $2.30 -6.5%
2290 MCFT MasterCraft Boat Holdings Inc Consumer Cyclical 151.0 $4K NEW $25.82 -4.2%
2291 WAVE Eco Wave Power Global AB ADR Utilities 430.0 $4K NEW $9.05 -28.1%
2292 SEER Seer Inc Healthcare 2,336.0 $4K NEW $1.66 +22.9%
2293 SMRT SmartRent Inc Technology 3,255.0 $4K NEW $1.19 +21.0%
2294 DRNZ REX Drone ETF 172.0 $4K NEW $22.52 -4.7%
2295 IEX IDEX Corp Industrials 17.0 $4K NEW $226.94 +1.5%
2296 BWMX Betterware de Mexico SAPI de CV Consumer Cyclical 214.0 $4K NEW $17.99 -9.5%
2297 IDN Intellicheck Inc Technology 938.0 $4K NEW $4.10 -30.2%
2298 EVER Everquote Inc A Communication Services 161.0 $4K NEW $23.79 +12.9%
2299 Hyperion DeFi Inc 1,219.0 $4K NEW $3.14
2300 HNRG Hallador Energy Company Energy 220.0 $4K NEW $17.39 -5.9%
Page 115 of 204  ·  4,072 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 53.2%
Financial Services 14.5%
Consumer Cyclical 9.3%
Communication Services 7.8%
Healthcare 4.8%
Industrials 3.7%
Consumer Defensive 3.6%
Basic Materials 1.2%
Energy 1.1%
Utilities 0.8%