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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 5 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSCO CISCO SYS INC Technology 76.0 $9K 0.22% +4.0 +5.6% $117.46 -5.0%
82 TMF DIREXION SHARES ETF TRUST 251.0 $9K 0.22% -8.0 -3.1% $35.55 -11.7%
83 NEE NEXTERA ENERGY INC Utilities 100.0 $9K 0.21% +4.0 +4.2% $87.77 -1.3%
84 MA MASTERCARD INCORPORATED Financial Services 17.0 $9K 0.21% $513.59 +11.7%
85 UNH UNITEDHEALTH GROUP INC Healthcare 20.0 $8K 0.20% $415.65 -5.3%
86 ABBV ABBVIE INC Healthcare 33.0 $8K 0.20% $251.64 +4.8%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 36.0 $8K 0.20% -5.0 -12.2% $223.94 +22.7%
88 LIN LINDE PLC Basic Materials 15.0 $8K 0.19% -1.0 -6.2% $518.93 -7.4%
89 EDZ DIREXION SHARES ETF TRUST 528.0 $8K 0.19% +285.0 +117.3% $14.52 +3.7%
90 BAC BANK OF AMER CORP Financial Services 132.0 $8K 0.18% -134.0 -50.4% $56.98 +12.8%
91 PG PROCTER & GAMBLE CO Consumer Defensive 51.0 $7K 0.18% -64.0 -55.6% $146.65 -1.1%
92 EDC DIREXION SHARES ETF TRUST 83.0 $7K 0.18% -49.0 -37.1% $88.93 -12.9%
93 GEV GE VERNOVA INC Utilities 6.0 $7K 0.17% -1.0 -14.3% $1174.83 -15.8%
94 RTX RTX CORPORATION Industrials 37.0 $7K 0.17% -84.0 -69.4% $189.73 +19.1%
95 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 7.0 $7K 0.16% -14.0 -66.7% $935.43 +3.8%
96 HD HOME DEPOT INC Consumer Cyclical 18.0 $6K 0.15% -29.0 -61.7% $352.67 -1.8%
97 KO COCA COLA CO Consumer Defensive 78.0 $6K 0.15% -124.0 -61.4% $81.27 +10.5%
98 PFE PFIZER INC Healthcare 255.0 $6K 0.15% +76.0 +42.5% $24.08 +16.5%
99 GS GOLDMAN SACHS GROUP INC Financial Services 6.0 $6K 0.15% -7.0 -53.9% $1011.33 +1.3%
100 COIN COINBASE GLOBAL INC Financial Services 41.0 $6K 0.15% +5.0 +13.9% $146.20 +3.1%
Page 5 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%