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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 9 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRM SALESFORCE INC Technology 14.0 $2K 0.05% -3.0 -17.6% $156.64 +25.2%
162 PWR QUANTA SVCS INC Industrials 3.0 $2K 0.05% $720.00 -3.3%
163 SBUX STARBUCKS CORP Consumer Cyclical 21.0 $2K 0.05% -1.0 -4.5% $102.19 +3.7%
164 MMM 3M CO Industrials 13.0 $2K 0.05% -1.0 -7.1% $161.92 +11.7%
165 CSX CSX CORP Industrials 44.0 $2K 0.05% +1.0 +2.3% $47.52 +5.7%
166 AJG GALLAGHER ARTHUR J & CO Financial Services 9.0 $2K 0.05% $229.56 +8.2%
167 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 7.0 $2K 0.05% -1.0 -12.5% $293.14 +3.4%
168 HONEYWELL INTL INC 9.0 $2K 0.05% NEW $223.89
169 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4.0 $2K 0.05% -1.0 -20.0% $496.75 +6.3%
170 PNC PNC FINL SVCS GROUP INC Financial Services 8.0 $2K 0.05% $246.25 +3.3%
171 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 5.0 $2K 0.05% $386.80 +3.0%
172 BLK BLACKROCK INC Financial Services 2.0 $2K 0.05% $961.50 +20.1%
173 CDNS CADENCE DESIGN SYSTEM INC Technology 5.0 $2K 0.05% +1.0 +25.0% $375.40 -15.7%
174 OIH VANECK ETF TRUST 5.0 $2K 0.04% +1.0 +25.0% $372.00 +13.0%
175 WMB WILLIAMS COS INC Energy 25.0 $2K 0.04% -130.0 -83.9% $74.36 +1.0%
176 UPS UNITED PARCEL SVCS INC Industrials 17.0 $2K 0.04% +1.0 +6.2% $107.53 -5.2%
177 USB US BANCORP Financial Services 30.0 $2K 0.04% -123.0 -80.4% $60.40 +7.3%
178 FXI ISHARES TR 57.0 $2K 0.04% +4.0 +7.5% $31.60 +11.0%
179 NOW SERVICENOW INC Technology 18.0 $2K 0.04% $99.28 +20.4%
180 BX BLACKSTONE INC Financial Services 15.0 $2K 0.04% $117.67 +19.5%
Page 9 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%