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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 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IEMG ISHARES INC 20.0 $2K NEW $82.85 -1.2%
82 DXJ WISDOMTREE TR 9.0 $2K NEW $173.56 +2.7%
83 SANM SANMINA CORP Technology 6.0 $2K NEW $253.00 -21.5%
84 GDS GDS HLDGS LTD Technology 49.0 $1K NEW $30.02 +8.5%
85 EEM ISHARES TR 20.0 $1K NEW $68.40 -1.8%
86 KWEB KRANESHARES TRUST 55.0 $1K NEW $24.47 +7.4%
87 CENX CENTURY ALUM CO Basic Materials 27.0 $1K NEW $46.00 -4.5%
88 SPYD SPDR SERIES TRUST 25.0 $1K NEW $47.72 +5.7%
89 RRX REGAL REXNORD CORPORATION Industrials 5.0 $1K NEW $238.20 -30.6%
90 ALGN ALIGN TECHNOLOGY INC Healthcare 7.0 $1K NEW $168.71 -5.7%
91 WEC WEC ENERGY GROUP INC Utilities 9.0 $1K NEW $116.78 -7.9%
92 ESE ESCO TECHNOLOGIES INC Technology 3.0 $1K NEW $350.00 -19.1%
93 TTC TORO CO Industrials 10.0 $974.0 NEW $97.40 +3.0%
94 OC OWENS CORNING NEW Industrials 6.0 $954.0 NEW $159.00 -8.4%
95 GTLS CHART INDS INC Industrials 4.0 $836.0 NEW $209.00 +0.4%
96 MSM MSC INDL DIRECT INC Industrials 7.0 $833.0 NEW $119.00 +2.9%
97 KGS KODIAK GAS SVCS INC Energy 11.0 $826.0 NEW $75.09 -19.5%
98 BKH BLACK HILLS CORP Utilities 11.0 $818.0 NEW $74.36 -0.8%
99 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7.0 $754.0 NEW $107.71 +4.2%
100 AIG AMERICAN INTL GROUP INC Financial Services 10.0 $745.0 NEW $74.50 +3.3%
Page 5 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%