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Portfolio (Quarterly) Guide ↗

PayPay Securities Corp

· CIK 0001908623
13F Portfolio $4M AUM 302 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 94 Added 137 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPACE EXPLORATION TECHN CORP 178.0 $30K 0.74% NEW $170.86
2 HONEYWELL INTL INC 9.0 $2K 0.05% NEW $223.89
3 CARNIVAL CORP LTD 32.0 $914.0 0.02% NEW $28.56
4 ARCC ARES CAPITAL CORP Financial Services NEW
5 BYND BEYOND MEAT INC Consumer Defensive NEW
6 FCEL FUELCELL ENERGY INC Industrials NEW
7 MAIN MAIN STR CAP CORP Financial Services NEW
8 PAYP PAYPAY CORP Technology NEW
9 PLUG PLUG PWR INC Industrials NEW

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 33.8%
Financial Services 16.2%
Healthcare 12.1%
Communication Services 10.3%
Consumer Cyclical 10.2%
Consumer Defensive 6.1%
Industrials 5.4%
Energy 2.7%
Utilities 2.1%
Basic Materials 1.3%