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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 WAB WABTEC Industrials 3 $750.0 SOLD
42 CRH PLC 7 $736.0 SOLD
43 MTDR MATADOR RES CO Energy 11 $695.0 SOLD
44 AFG AMERICAN FINANCIAL GROUP INC Financial Services 5 $639.0 SOLD
45 RJF RAYMOND JAMES FINL INC Financial Services 4 $579.0 SOLD
46 A AGILENT TECHNOLOGIES INC Healthcare 5 $570.0 SOLD
47 UMBF UMB FINL CORP Financial Services 5 $564.0 SOLD
48 NTES NETEASE COM INC Technology 5 $560.0 SOLD
49 EQH EQUITABLE HLDGS INC Financial Services 15 $557.0 SOLD
50 ITW ILLINOIS TOOL WKS INC Industrials 2 $521.0 SOLD
51 FLS FLOWSERVE CORP Industrials 7 $515.0 SOLD
52 CR CRANE COMPANY Industrials 3 $513.0 SOLD
53 HQY HEALTHEQUITY INC Healthcare 6 $501.0 SOLD
54 CVCO CAVCO INDS INC DEL Consumer Cyclical 1 $484.0 SOLD
55 AMP AMERIPRISE FINL INC Financial Services 1 $444.0 SOLD
56 ONB OLD NATL BANCORP IND Financial Services 20 $442.0 SOLD
57 LPX LOUISIANA PAC CORP Basic Materials 6 $437.0 SOLD
58 ALV AUTOLIV INC Consumer Cyclical 4 $421.0 SOLD
59 CVLT COMMVAULT SYS INC Technology 5 $389.0 SOLD
60 LEA LEAR CORP Consumer Cyclical 3 $363.0 SOLD
Page 3 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%