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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 180 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3581 GFL GFL Environmental Inc Industrials 2.0 $74.0 NEW $37.00 +10.9%
3582 iBio Inc 42.0 $74.0 NEW $1.76
3583 PZZA Papa John's International Inc Consumer Cyclical 2.0 $74.0 NEW $37.00 -35.3%
3584 RYZ Ryerson Holding Corp Consumer Defensive 3.0 $74.0 NEW $24.67 +2.0%
3585 ICFI ICF International Inc Industrials 1.0 $73.0 NEW $73.00 +21.9%
3586 PAGP Plains GP Holdings LP A Energy 3.0 $73.0 NEW $24.33 +10.3%
3587 DIT AMCON Distributing Company Consumer Defensive 1.0 $73.0 NEW $73.00 -3.1%
3588 WLK Westlake Corporation Basic Materials 1.0 $73.0 NEW $73.00 +8.1%
3589 Disc Medicine Inc 1.0 $73.0 NEW $73.00
3590 TIPT Tiptree Inc Financial Services 4.0 $72.0 NEW $18.00 +0.7%
3591 PFS Provident Financial Services Inc Financial Services 3.0 $71.0 NEW $23.67 +0.2%
3592 KMT Kennametal Inc Industrials 2.0 $70.0 NEW $35.00 -14.4%
3593 LCNB LCNB Corporation Financial Services 4.0 $70.0 NEW $17.50 +11.0%
3594 MPB Mid Penn Bancorp Inc Financial Services 2.0 $70.0 NEW $35.00 +6.4%
3595 SF Stifel Financial Corp Financial Services 1.0 $70.0 NEW $70.00 +15.7%
3596 TWIN Twin Disc Inc Industrials 3.0 $70.0 NEW $23.33 +0.4%
3597 TRex 2X Long CRCL Daily Target ETF 47.0 $70.0 NEW $1.49
3598 Collplant Biotechnologies Ltd 200.0 $70.0 NEW $0.35
3599 AENT Alliance Entertainment Holding Corp A Communication Services 12.0 $70.0 NEW $5.83 -3.7%
3600 AOUT American Outdoor Brands Inc Consumer Cyclical 6.0 $70.0 NEW $11.67 -3.7%
Page 180 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%