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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 17 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KDP KEURIG DR PEPPER INC Consumer Defensive 17.0 $556.0 +1.0 +6.2% $32.71 -1.5%
322 SCHW SCHWAB CHARLES CORP Financial Services 4.0 $369.0 +1.0 +33.3% $92.25 +18.6%
323 GSK GSK PLC Healthcare 6.0 $315.0 +1.0 +20.0% $52.50 -2.0%
324 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 7.0 $273.0 +6.0 +600.0% $39.00 +7.9%
325 GALAXY DIGITAL INC. 8.0 $219.0 +7.0 +700.0% $27.38
326 DOX AMDOCS LTD Technology 2.0 $101.0 +1.0 +100.0% $50.50 +23.3%
327 LKQ LKQ CORP Consumer Cyclical 2.0 $53.0 +1.0 +100.0% $26.50 -2.8%
Page 17 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%