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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 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBUX STARBUCKS CORP Consumer Cyclical 21.0 $2K 0.05% -1.0 -4.5% $102.19 +3.7%
62 MMM 3M CO Industrials 13.0 $2K 0.05% -1.0 -7.1% $161.92 +11.7%
63 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7.0 $2K 0.05% -1.0 -12.5% $293.14 +3.4%
64 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4.0 $2K 0.05% -1.0 -20.0% $496.75 +6.3%
65 WMB WILLIAMS COS INC Energy 25.0 $2K 0.04% -130.0 -83.9% $74.36 +1.0%
66 USB US BANCORP Financial Services 30.0 $2K 0.04% -123.0 -80.4% $60.40 +7.3%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 18.0 $2K 0.04% -110.0 -85.9% $91.67 -0.2%
68 HOOD ROBINHOOD MKTS INC Financial Services 16.0 $2K 0.04% -1.0 -5.9% $100.25 -8.7%
69 VLO VALERO ENERGY CORP Energy 6.0 $2K 0.04% -38.0 -86.4% $260.50 +34.4%
70 CME CME GROUP INC Financial Services 7.0 $2K 0.04% -1.0 -12.5% $220.86 +22.9%
71 NOC NORTHROP GRUMMAN CORP Industrials 3.0 $2K 0.04% -24.0 -88.9% $509.33 +15.7%
72 PSX PHILLIPS 66 Energy 9.0 $2K 0.04% -50.0 -84.8% $169.00 +44.1%
73 MDLZ MONDELEZ INTL INC Consumer Defensive 26.0 $2K 0.04% -106.0 -80.3% $57.85 +8.3%
74 PFF ISHARES TR 49.0 $1K 0.04% -2.0 -3.9% $30.49 -0.1%
75 SLB SLB LIMITED Energy 31.0 $1K 0.04% -2.0 -6.1% $46.48 +14.5%
76 EOG EOG RES INC Energy 11.0 $1K 0.04% -64.0 -85.3% $129.73 +14.6%
77 SNPS SYNOPSYS INC Technology 3.0 $1K 0.03% -1.0 -25.0% $446.00 -9.3%
78 DAL DELTA AIR LINES INC Industrials 14.0 $1K 0.03% -1.0 -6.7% $93.64 -8.5%
79 MPC MARATHON PETE CORP Energy 5.0 $1K 0.03% -42.0 -89.4% $255.60 +43.3%
80 GM GENERAL MTRS CO Consumer Cyclical 16.0 $1K 0.03% -42.0 -72.4% $77.06 +8.6%
Page 4 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%