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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $430M AUM 914 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 121 New 327 Added 356 Reduced 86 Exited
Page 13 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NVS NOVARTIS AG Healthcare 65.0 $10K 0.00% +18.0 +38.3% $156.72 +0.5%
242 TPG TPG INC Financial Services 246.0 $10K 0.00% +245.0 +10000.0% $40.55 +30.2%
243 CME CME GROUP INC Financial Services 45.0 $10K 0.00% +25.0 +125.0% $220.82 +27.2%
244 KMB KIMBERLY-CLARK CORP Consumer Defensive 90.0 $10K 0.00% +49.0 +119.5% $109.77 +0.5%
245 CFG CITIZENS FINL GROUP INC Financial Services 133.0 $9K 0.00% +130.0 +4333.3% $70.07 +0.6%
246 CW CURTISS WRIGHT CORP Industrials 12.0 $9K 0.00% +8.0 +200.0% $757.75 -18.3%
247 HUBB HUBBELL INC Industrials 17.0 $9K 0.00% +13.0 +325.0% $523.18 -9.7%
248 PH PARKER-HANNIFIN CORP Industrials 9.0 $9K 0.00% +7.0 +350.0% $978.11 +6.3%
249 EXPAND ENERGY CORPORATION 96.0 $9K 0.00% +56.0 +140.0% $91.19
250 PHM PULTE GROUP INC Consumer Cyclical 63.0 $9K 0.00% +3.0 +5.0% $137.21 -5.2%
251 DG DOLLAR GEN CORP Consumer Defensive 74.0 $9K 0.00% +39.0 +111.4% $115.11 +6.7%
252 HII HUNTINGTON INGALLS INDS INC Industrials 30.0 $8K 0.00% +4.0 +15.4% $279.90 +5.9%
253 LYFT LYFT INC Technology 564.0 $8K 0.00% +146.0 +34.9% $14.61 +19.0%
254 CHRW C H ROBINSON WORLDWIDE IN Industrials 42.0 $8K 0.00% +39.0 +1300.0% $188.33 -19.4%
255 TMUS T-MOBILE US INC Communication Services 46.0 $8K 0.00% +18.0 +64.3% $167.74 +7.1%
256 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 25.0 $8K 0.00% +7.0 +38.9% $301.04 -20.6%
257 FFIV F5 INC Technology 18.0 $7K 0.00% +10.0 +125.0% $415.94 -3.9%
258 SWKS SKYWORKS SOLUTIONS INC Technology 103.0 $7K 0.00% +96.0 +1371.4% $67.80 -1.7%
259 SMMT SUMMIT THERAPEUTICS INC Healthcare 465.0 $7K 0.00% +460.0 +9200.0% $14.57 -2.3%
260 MAR MARRIOTT INTL INC NEW Consumer Cyclical 18.0 $7K 0.00% +13.0 +260.0% $370.61 -3.2%
Page 13 of 17  ·  327 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 75.8%
Financial Services 7.3%
Consumer Cyclical 5.1%
Communication Services 4.1%
Industrials 2.6%
Healthcare 2.0%
Utilities 1.1%
Basic Materials 1.0%
Consumer Defensive 0.6%
Energy 0.3%