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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 5 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXON AXON ENTERPRISE INC Industrials 441.0 $247K 0.06% +305.0 +224.3% $560.61 +8.4%
82 NU NU HLDGS LTD Financial Services 18,458.0 $247K 0.06% +3K +18.8% $13.36 +13.5%
83 ETN EATON CORP PLC Industrials 564.0 $240K 0.06% +509.0 +925.5% $426.12 -1.6%
84 INTU INTUIT Technology 912.0 $238K 0.06% +497.0 +119.8% $261.00 +32.5%
85 PATH UIPATH INC Technology 21,525.0 $234K 0.05% +11K +108.3% $10.87 +54.2%
86 OSCR OSCAR HEALTH INC Healthcare 8,120.0 $232K 0.05% +6K +343.7% $28.52 +9.5%
87 LEGN LEGEND BIOTECH CORP Healthcare 8,005.0 $231K 0.05% +8K +10000.0% $28.88 -28.4%
88 UBER UBER TECHNOLOGIES INC Technology 3,063.0 $221K 0.05% +580.0 +23.4% $72.16 +8.8%
89 T AT&T INC Communication Services 10,549.0 $218K 0.05% +5K +92.8% $20.70 +25.0%
90 GE GE AEROSPACE Industrials 562.0 $210K 0.05% +20.0 +3.7% $373.73 -5.2%
91 IESC IES HOLDINGS INC Industrials 269.0 $198K 0.05% +268.0 +10000.0% $734.66 -54.9%
92 IOT SAMSARA INC Technology 5,997.0 $194K 0.04% +5K +346.5% $32.43 +22.8%
93 BLK BLACKROCK INC Financial Services 190.0 $183K 0.04% +72.0 +61.0% $961.56 +22.0%
94 FIX COMFORT SYS USA INC Industrials 92.0 $182K 0.04% +48.0 +109.1% $1981.95 -18.5%
95 FN FABRINET Technology 316.0 $178K 0.04% +71.0 +29.0% $562.08 -22.1%
96 HDV ISHARES TR 6,117.0 $168K 0.04% +6K +4833.1% $27.41 +8.5%
97 VUG VANGUARD INDEX FDS 1,928.0 $166K 0.04% +2K +460.5% $86.14 +1.5%
98 SE SEA LTD Consumer Cyclical 1,684.0 $161K 0.04% +208.0 +14.1% $95.83 +24.3%
99 XLK SELECT SECTOR SPDR TR 841.0 $160K 0.04% +72.0 +9.4% $190.52 -4.0%
100 PINS PINTEREST INC Communication Services 7,507.0 $158K 0.04% +5K +203.2% $21.03 +10.8%
Page 5 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%