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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 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 83.0 $31K 0.77% $377.75 +3.9%
22 MU MICRON TECHNOLOGY INC Technology 27.0 $31K 0.76% -27.0 -50.0% $1154.30 -12.3%
23 SPACE EXPLORATION TECHN CORP 178.0 $30K 0.74% NEW $170.86
24 MSFU DIREXION SHARES ETF TRUST 1,372.0 $30K 0.74% +506.0 +58.4% $22.09 +59.4%
25 TSLL DIREXION SHARES ETF TRUST 1,811.0 $26K 0.63% -438.0 -19.5% $14.16 -39.2%
26 TSLA TESLA INC Consumer Cyclical 60.0 $25K 0.62% $420.60 -19.3%
27 GLD SPDR GOLD TR Financial Services 67.0 $25K 0.60% -75.0 -52.8% $368.37 +10.1%
28 VYM VANGUARD WHITEHALL FDS 154.0 $24K 0.59% -20.0 -11.5% $158.03 +4.8%
29 META META PLATFORMS INC Communication Services 40.0 $23K 0.55% $563.30 +1.0%
30 AAPU DIREXION SHARES ETF TRUST 559.0 $19K 0.48% -149.0 -21.1% $34.87 +9.2%
31 LLY ELI LILLY & CO Healthcare 16.0 $19K 0.47% +1.0 +6.7% $1199.44 -1.2%
32 GGLL DIREXION SHARES ETF TRUST 165.0 $19K 0.46% -99.0 -37.5% $113.70 -10.5%
33 AMZU DIREXION SHARES ETF TRUST 548.0 $18K 0.44% -203.0 -27.0% $33.22 +15.4%
34 JPM JPMORGAN CHASE & CO Financial Services 52.0 $17K 0.41% -23.0 -30.7% $327.33 +10.3%
35 AMD ADVANCED MICRO DEVICES INC Technology 28.0 $16K 0.40% $580.89 -12.9%
36 XOM EXXON MOBIL CORP Energy 112.0 $15K 0.37% -69.0 -38.1% $136.72 +18.1%
37 BERKSHIRE HATHAWAY INC DEL 29.0 $15K 0.35% -27.0 -48.2% $500.38
38 AMAT APPLIED MATLS INC Technology 20.0 $14K 0.35% +7.0 +53.9% $723.00 -26.0%
39 PEP PEPSICO INC Consumer Defensive 98.0 $13K 0.32% +10.0 +11.4% $135.40 +2.1%
40 ABT ABBOTT LABORATORIES Healthcare 145.0 $13K 0.32% +107.0 +281.6% $90.74 +21.6%
Page 2 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%