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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
Page 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARM ARM HOLDINGS PLC Technology 34.0 $12K 0.29% -11.0 -24.4% $354.56 -29.7%
22 LABU DIREXION SHARES ETF TRUST 41.0 $12K 0.29% -72.0 -63.7% $292.10 -1.7%
23 INTC INTEL CORP Technology 73.0 $10K 0.25% -2.0 -2.7% $139.63 -31.1%
24 CVX CHEVRON CORPORATION Energy 58.0 $10K 0.23% -56.0 -49.1% $165.76 +23.4%
25 WMT WALMART INC Consumer Defensive 83.0 $9K 0.23% -47.0 -36.1% $113.27 +2.1%
26 DRN DIREXION SHARES ETF TRUST 884.0 $9K 0.23% -235.0 -21.0% $10.54 +4.1%
27 DVY ISHARES TR 58.0 $9K 0.22% -5.0 -7.9% $156.29 +5.8%
28 TMF DIREXION SHARES ETF TRUST 251.0 $9K 0.22% -8.0 -3.1% $35.55 -15.4%
29 ADP AUTOMATIC DATA PROCESSING IN Industrials 36.0 $8K 0.20% -5.0 -12.2% $223.94 +21.8%
30 LIN LINDE PLC Basic Materials 15.0 $8K 0.19% -1.0 -6.2% $518.93 -7.7%
31 BAC BANK OF AMER CORP Financial Services 132.0 $8K 0.18% -134.0 -50.4% $56.98 +11.7%
32 PG PROCTER & GAMBLE CO Consumer Defensive 51.0 $7K 0.18% -64.0 -55.6% $146.65 -2.0%
33 EDC DIREXION SHARES ETF TRUST 83.0 $7K 0.18% -49.0 -37.1% $88.93 -16.5%
34 GEV GE VERNOVA INC Utilities 6.0 $7K 0.17% -1.0 -14.3% $1174.83 -13.5%
35 RTX RTX CORPORATION Industrials 37.0 $7K 0.17% -84.0 -69.4% $189.73 +17.8%
36 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7.0 $7K 0.16% -14.0 -66.7% $935.43 +3.3%
37 HD HOME DEPOT INC Consumer Cyclical 18.0 $6K 0.15% -29.0 -61.7% $352.67 -3.3%
38 KO COCA COLA CO Consumer Defensive 78.0 $6K 0.15% -124.0 -61.4% $81.27 +9.2%
39 GS GOLDMAN SACHS GROUP INC Financial Services 6.0 $6K 0.15% -7.0 -53.9% $1011.33 +2.2%
40 EEM ISHARES TR 81.0 $6K 0.14% -21.0 -20.6% $68.41 -4.3%
Page 2 of 7  ·  137 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 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%