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Portfolio (Quarterly) Guide ↗

PayPay Securities Corp

· CIK 0001908623
13F Portfolio $3M AUM 301 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 61 Added 200 Reduced 2 Exited
Page 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 C CITIGROUP INC Financial Services 92.0 $12K 0.41% +21.0 +29.6% $129.34 -4.6%
22 COP CONOCOPHILLIPS Energy 97.0 $12K 0.41% +63.0 +185.3% $121.57 -2.1%
23 GS GOLDMAN SACHS GROUP INC Financial Services 13.0 $12K 0.41% +1.0 +8.3% $900.00 +7.7%
24 WFC WELLS FARGO & CO Financial Services 143.0 $12K 0.40% +31.0 +27.7% $81.25 -9.2%
25 WMB WILLIAMS COS INC Energy 155.0 $11K 0.38% +122.0 +369.7% $70.86 +9.6%
26 VLO VALERO ENERGY CORP Energy 44.0 $11K 0.37% +35.0 +388.9% $241.75 +1.2%
27 MPC MARATHON PETE CORP Energy 47.0 $11K 0.37% +39.0 +487.5% $226.23 +10.0%
28 ZTS ZOETIS INC Healthcare 87.0 $10K 0.36% +2.0 +2.4% $119.03 -36.6%
29 EOG EOG RES INC Energy 75.0 $10K 0.35% +61.0 +435.7% $134.07 +1.4%
30 PSX PHILLIPS 66 Energy 59.0 $10K 0.33% +48.0 +436.4% $163.32 +5.0%
31 DVN DEVON ENERGY CORP NEW Energy 200.0 $9K 0.32% +167.0 +506.1% $45.78 +3.2%
32 OXY OCCIDENTAL PETE CORP Energy 158.0 $9K 0.31% +139.0 +731.6% $56.87 -0.0%
33 USB US BANCORP Financial Services 153.0 $8K 0.29% +56.0 +57.7% $55.48 -3.7%
34 MRVL MARVELL TECHNOLOGY INC Technology 62.0 $8K 0.29% +49.0 +376.9% $133.37 +36.9%
35 MDLZ MONDELEZ INTL INC Consumer Defensive 132.0 $8K 0.26% +98.0 +288.2% $57.07 +6.8%
36 TGT TARGET CORP Consumer Defensive 60.0 $7K 0.26% +49.0 +445.4% $123.92 -0.7%
37 PFE PFIZER INC Healthcare 179.0 $5K 0.17% +43.0 +31.6% $27.22 -5.4%
38 SUSA ISHARES TR 29.0 $4K 0.14% +1.0 +3.6% $141.79 +5.5%
39 XRX XEROX HOLDINGS CORP Technology 1,380.0 $2K 0.08% +897.0 +185.7% $1.61 +50.9%
40 SNAP SNAP INC Communication Services 237.0 $1K 0.05% +89.0 +60.1% $6.02 -11.0%
Page 2 of 4  ·  61 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 25.9%
Financial Services 20.8%
Industrials 9.3%
Consumer Defensive 9.2%
Energy 8.7%
Communication Services 8.4%
Consumer Cyclical 7.9%
Healthcare 6.5%
Utilities 1.9%
Basic Materials 1.3%