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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 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MEDP MEDPACE HLDGS INC Healthcare 5 $2K 0.00% SOLD
22 XRAY DENTSPLY SIRONA INC Healthcare 200 $2K 0.00% SOLD
23 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 25 $2K 0.00% SOLD
24 HAS HASBRO INC Consumer Cyclical 24 $2K 0.00% SOLD
25 ALLY ALLY FINL INC Financial Services 56 $2K 0.00% SOLD
26 AER AERCAP HOLDINGS NV Industrials 15 $2K 0.00% SOLD
27 VMC VULCAN MATLS CO Basic Materials 7 $2K 0.00% SOLD
28 CROX CROCS INC Consumer Cyclical 20 $2K 0.00% SOLD
29 CTRA COTERRA ENERGY INC Energy 46 $2K 0.00% SOLD
30 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8 $2K 0.00% SOLD
31 MLI MUELLER INDS INC Industrials 13 $1K 0.00% SOLD
32 EFA ISHARES TR 13 $1K 0.00% SOLD
33 CDW CDW CORP Technology 10 $1K 0.00% SOLD
34 LOW LOWES COS INC Consumer Cyclical 5 $1K SOLD
35 J JACOBS SOLUTIONS INC Industrials 9 $1K SOLD
36 WHR WHIRLPOOL CORP Consumer Cyclical 19 $1K SOLD
37 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6 $989.0 SOLD
38 URBN URBAN OUTFITTERS INC Consumer Cyclical 15 $950.0 SOLD
39 COF CAPITAL ONE FINL CORP Financial Services 5 $912.0 SOLD
40 VMI VALMONT INDS INC Industrials 2 $799.0 SOLD
Page 2 of 5  ·  86 positions
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%