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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 BWA BORGWARNER INC Consumer Cyclical 6 $326.0 SOLD
62 MOH MOLINA HEALTHCARE INC Healthcare 2 $267.0 SOLD
63 CLVT CLARIVATE PLC Technology 100 $253.0 SOLD
64 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1 $251.0 SOLD
65 FAST FASTENAL CO Industrials 5 $232.0 SOLD
66 FTV FORTIVE CORP Technology 4 $221.0 SOLD
67 DLTR DOLLAR TREE INC Consumer Defensive 2 $219.0 SOLD
68 PCTY PAYLOCITY HLDG CORP Technology 2 $216.0 SOLD
69 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3 $208.0 SOLD
70 MTB M & T BK CORP Financial Services 1 $207.0 SOLD
71 PI IMPINJ INC Technology 2 $205.0 SOLD
72 CCK CROWN HLDGS INC Consumer Cyclical 2 $201.0 SOLD
73 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1 $195.0 SOLD
74 BYD BOYD GAMING CORP Consumer Cyclical 2 $164.0 SOLD
75 CINF CINCINNATI FINL CORP Financial Services 1 $157.0 SOLD
76 WEX WEX INC Technology 1 $153.0 SOLD
77 HOLOGIC INC 2 $151.0 SOLD
78 IP INTERNATIONAL PAPER CO Consumer Cyclical 3 $107.0 SOLD
79 POST POST HLDGS INC Consumer Defensive 1 $99.0 SOLD
80 LOGI LOGITECH INTL S A Technology 1 $91.0 SOLD
Page 4 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%