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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 14 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OTIS OTIS WORLDWIDE CORP Industrials 90.0 $6K 0.00% +88.0 +4400.0% $71.60 +0.0%
262 GILD GILEAD SCIENCES INC Healthcare 50.0 $6K 0.00% +13.0 +35.1% $126.34 +17.5%
263 HESM HESS MIDSTREAM LP Energy 162.0 $6K 0.00% +54.0 +50.0% $37.60 +5.4%
264 RMD RESMED INC Healthcare 31.0 $6K 0.00% +30.0 +3000.0% $194.87 +21.3%
265 PCVX VAXCYTE INC Healthcare 101.0 $6K 0.00% +100.0 +10000.0% $58.13 +5.2%
266 HSY HERSHEY CO Consumer Defensive 33.0 $6K 0.00% +14.0 +73.7% $175.45 +3.0%
267 BK BANK OF NY MELLON CORP Financial Services 40.0 $6K 0.00% +23.0 +135.3% $144.60 -1.9%
268 MRSH MARSH & MCLENNAN COS INC Financial Services 34.0 $6K 0.00% +25.0 +277.8% $166.68 +14.1%
269 CTAS CINTAS CORP Industrials 33.0 $6K 0.00% +11.0 +50.0% $170.09 +19.7%
270 PNC PNC FINL SVCS GROUP INC Financial Services 22.0 $5K 0.00% +7.0 +46.7% $246.23 -1.8%
271 EQT EQT CORP Energy 99.0 $5K 0.00% +10.0 +11.2% $53.17 +1.7%
272 TXT TEXTRON INC Industrials 56.0 $5K 0.00% +37.0 +194.7% $91.73 -10.2%
273 AGG ISHARES TR 47.0 $5K 0.00% +7.0 +17.5% $98.98 -1.1%
274 XYL XYLEM INC Industrials 36.0 $4K 0.00% +6.0 +20.0% $118.22 -5.6%
275 TRMB TRIMBLE INC Technology 80.0 $4K 0.00% +30.0 +60.0% $51.17 +19.7%
276 MCO MOODYS CORP Financial Services 9.0 $4K 0.00% +2.0 +28.6% $452.89 +13.9%
277 TFC TRUIST FINL CORP Financial Services 81.0 $4K 0.00% +20.0 +32.8% $49.81 +0.6%
278 EPAM EPAM SYS INC Technology 50.0 $4K 0.00% +40.0 +400.0% $79.36 +43.5%
279 TT TRANE TECHNOLOGIES PLC Industrials 8.0 $4K 0.00% +2.0 +33.3% $491.12 -6.9%
280 CBOE CBOE GLOBAL MKTS INC Financial Services 16.0 $4K 0.00% +15.0 +1500.0% $242.69 +29.9%
Page 14 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%