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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 10 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MELI MERCADOLIBRE INC Consumer Cyclical 1.0 $2K 0.04% $1697.00 +4.8%
182 CI THE CIGNA GROUP Healthcare 6.0 $2K 0.04% $275.67 +1.0%
183 CL COLGATE PALMOLIVE CO Consumer Defensive 18.0 $2K 0.04% -110.0 -85.9% $91.67 -0.2%
184 HOOD ROBINHOOD MKTS INC Financial Services 16.0 $2K 0.04% -1.0 -5.9% $100.25 -8.7%
185 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5.0 $2K 0.04% $317.60 -5.5%
186 VLO VALERO ENERGY CORP Energy 6.0 $2K 0.04% -38.0 -86.4% $260.50 +34.4%
187 CME CME GROUP INC Financial Services 7.0 $2K 0.04% -1.0 -12.5% $220.86 +22.9%
188 FORTINET INC 10.0 $2K 0.04% $153.60
189 NOC NORTHROP GRUMMAN CORP Industrials 3.0 $2K 0.04% -24.0 -88.9% $509.33 +15.7%
190 PSX PHILLIPS 66 Energy 9.0 $2K 0.04% -50.0 -84.8% $169.00 +44.1%
191 MDLZ MONDELEZ INTL INC Consumer Defensive 26.0 $2K 0.04% -106.0 -80.3% $57.85 +8.3%
192 PFF ISHARES TR 49.0 $1K 0.04% -2.0 -3.9% $30.49 -0.1%
193 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4.0 $1K 0.04% $370.50 -3.6%
194 DHI D R HORTON INC Consumer Cyclical 9.0 $1K 0.04% +1.0 +12.5% $162.89 -10.6%
195 SLB SLB LIMITED Energy 31.0 $1K 0.04% -2.0 -6.1% $46.48 +14.5%
196 EOG EOG RES INC Energy 11.0 $1K 0.04% -64.0 -85.3% $129.73 +14.6%
197 MPWR MONOLITHIC PWR SYS INC Technology 1.0 $1K 0.03% $1382.00 -3.5%
198 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11.0 $1K 0.03% $123.09 +26.9%
199 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 14.0 $1K 0.03% +1.0 +7.7% $96.14 -50.7%
200 SNPS SYNOPSYS INC Technology 3.0 $1K 0.03% -1.0 -25.0% $446.00 -9.3%
Page 10 of 16  ·  302 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%