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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 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UMC UNITED MICROELECTRONICS CORP Technology 655.0 $18K 0.00% NEW $27.21 -30.1%
42 GVA GRANITE CONSTR INC Industrials 103.0 $16K 0.00% NEW $158.08 -21.6%
43 CMCSA COMCAST CORP NEW Communication Services 635.0 $16K 0.00% NEW $24.55 +10.8%
44 BBIO BRIDGEBIO PHARMA INC Healthcare 200.0 $15K 0.00% NEW $74.48 +6.6%
45 SEI SOLARIS ENERGY INFRAS INC Energy 182.0 $15K 0.00% NEW $80.46 -35.6%
46 FPS FORGENT POWER SOLUTIONS INC Industrials 256.0 $14K 0.00% NEW $55.86 -42.3%
47 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 21.0 $11K 0.00% NEW $541.81 -4.6%
48 H HYATT HOTELS CORP Consumer Cyclical 50.0 $10K 0.00% NEW $193.84 -8.4%
49 KLARNA GROUP PLC 410.0 $8K 0.00% NEW $20.24
50 KRYS KRYSTAL BIOTECH INC Healthcare 21.0 $8K 0.00% NEW $371.67 -3.2%
51 STT STATE STR CORP Financial Services 41.0 $7K 0.00% NEW $169.61 +14.2%
52 GWW WW GRAINGER INC Industrials 5.0 $7K 0.00% NEW $1360.40 -1.8%
53 GL GLOBE LIFE INC Financial Services 38.0 $7K 0.00% NEW $178.68 -1.8%
54 POWL POWELL INDS INC Industrials 23.0 $7K 0.00% NEW $286.35 -33.0%
55 ARGX ARGENX SE Healthcare 7.0 $6K 0.00% NEW $927.71 +12.9%
56 YOU CLEAR SECURE INC Technology 115.0 $6K 0.00% NEW $55.73 -20.6%
57 URA GLOBAL X FDS 129.0 $6K 0.00% NEW $43.70 +10.0%
58 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 14.0 $6K 0.00% NEW $401.86 -0.8%
59 SHLD GLOBAL X FDS 89.0 $5K 0.00% NEW $59.71 +10.7%
60 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 18.0 $5K 0.00% NEW $293.17 +4.6%
Page 3 of 7  ·  121 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%