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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 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCK MCKESSON CORP Healthcare 15.0 $11K 0.28% +12.0 +400.0% $755.60 +14.0%
62 NKE NIKE INC Consumer Cyclical 276.0 $11K 0.28% +211.0 +324.6% $41.05 -0.9%
63 BSX BOSTON SCIENTIFIC CORP Healthcare 260.0 $11K 0.27% +227.0 +687.9% $42.68 +20.5%
64 ACN ACCENTURE PLC IRELAND Technology 89.0 $11K 0.27% +79.0 +790.0% $124.44 +43.0%
65 HCA HCA HEALTHCARE INC Healthcare 28.0 $11K 0.27% +26.0 +1300.0% $389.89 +7.0%
66 TMUS T-MOBILE US INC Communication Services 64.0 $11K 0.26% +56.0 +700.0% $167.73 +9.9%
67 KR KROGER CO Consumer Defensive 193.0 $11K 0.26% +95.0 +96.9% $55.53 +2.6%
68 DPZ DOMINOS PIZZA INC Consumer Cyclical 36.0 $11K 0.26% +34.0 +1700.0% $296.03 +14.5%
69 ZTS ZOETIS INC Healthcare 148.0 $11K 0.26% +61.0 +70.1% $71.86 +5.4%
70 KHC KRAFT HEINZ CO Consumer Defensive 445.0 $11K 0.26% +404.0 +985.4% $23.62 +7.4%
71 GE GE AEROSPACE Industrials 28.0 $10K 0.26% $373.71 -1.9%
72 BDX BECTON DICKINSON & CO Healthcare 69.0 $10K 0.26% +62.0 +885.7% $151.33 +22.4%
73 HSY HERSHEY CO Consumer Defensive 59.0 $10K 0.25% +40.0 +210.5% $175.46 +6.5%
74 INTC INTEL CORP Technology 73.0 $10K 0.25% -2.0 -2.7% $139.63 -32.4%
75 CVX CHEVRON CORPORATION Energy 58.0 $10K 0.23% -56.0 -49.1% $165.76 +24.5%
76 WMT WALMART INC Consumer Defensive 83.0 $9K 0.23% -47.0 -36.1% $113.27 +2.7%
77 DRN DIREXION SHARES ETF TRUST 884.0 $9K 0.23% -235.0 -21.0% $10.54 +4.0%
78 MSTR STRATEGY INC Technology 106.0 $9K 0.23% +57.0 +116.3% $86.93 +11.4%
79 NFLX NETFLIX INC. Communication Services 128.0 $9K 0.22% +49.0 +62.0% $71.40 +10.3%
80 DVY ISHARES TR 58.0 $9K 0.22% -5.0 -7.9% $156.29 +6.8%
Page 4 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%