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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 7 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CIFR CIPHER DIGITAL INC Financial Services 3,867.0 $95K 0.02% +319.0 +9.0% $24.50 -34.6%
122 IVV ISHARES TR 123.0 $92K 0.02% +77.0 +167.4% $748.89 +2.8%
123 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,957.0 $88K 0.02% +2K +736.3% $45.11 +22.4%
124 NEE NEXTERA ENERGY INC Utilities 1,002.0 $88K 0.02% +560.0 +126.7% $87.77 -4.0%
125 FLEX FLEX LTD Technology 540.0 $88K 0.02% +524.0 +3275.0% $162.07 -31.0%
126 UPS UNITED PARCEL SVCS INC Industrials 807.0 $87K 0.02% +102.0 +14.5% $107.50 -1.7%
127 ADI ANALOG DEVICES INC Technology 214.0 $85K 0.02% +187.0 +692.6% $397.17 -6.4%
128 APLD APPLIED DIGITAL CORP Technology 2,274.0 $85K 0.02% +1K +127.4% $37.30 -28.0%
129 VIG VANGUARD SPECIALIZED FUNDS 346.0 $82K 0.02% +285.0 +467.2% $236.62 +3.2%
130 RRC RANGE RES CORP Energy 2,201.0 $82K 0.02% +984.0 +80.8% $37.19 +11.7%
131 MPWR MONOLITHIC PWR SYS INC Technology 59.0 $82K 0.02% +33.0 +126.9% $1382.36 -5.7%
132 TTMI TTM TECHNOLOGIES INC Technology 421.0 $79K 0.02% +348.0 +476.7% $187.02 -34.9%
133 VEEV VEEVA SYS INC Healthcare 439.0 $78K 0.02% +432.0 +6171.4% $177.47 +38.0%
134 NRG NRG ENERGY INC Utilities 504.0 $74K 0.02% +480.0 +2000.0% $146.06 -20.5%
135 TXN TEXAS INSTRS INC Technology 245.0 $73K 0.02% +181.0 +282.8% $298.07 -12.2%
136 VENTURE GLOBAL INC 6,537.0 $73K 0.02% +7K +10000.0% $11.13
137 ADSK AUTODESK INC Technology 374.0 $73K 0.02% +36.0 +10.7% $194.42 +31.0%
138 AEP AMERICAN ELEC PWR CO INC Utilities 531.0 $73K 0.02% +470.0 +770.5% $136.81 -9.8%
139 RMBS RAMBUS INC DEL Technology 544.0 $72K 0.02% +105.0 +23.9% $132.74 -32.2%
140 CAH CARDINAL HEALTH INC Healthcare 299.0 $71K 0.02% +278.0 +1323.8% $237.56 +0.4%
Page 7 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%