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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $241M AUM 879 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 312 Added 394 Reduced 86 Exited
Page 11 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CALM CAL MAINE FOODS INC Consumer Defensive 80.0 $6K 0.00% -15.0 -15.8% $79.04 +11.9%
202 LI LI AUTO INC Consumer Cyclical 349.0 $6K 0.00% -106.0 -23.3% $17.83 -30.6%
203 INFY INFOSYS LTD Technology 444.0 $6K 0.00% -334.0 -42.9% $13.51 -16.3%
204 AMGN AMGEN INC Healthcare 17.0 $6K 0.00% -49.0 -74.2% $351.82 +3.5%
205 CVS CVS HEALTH CORP Healthcare 83.0 $6K 0.00% -19.0 -18.6% $71.82 +49.8%
206 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 18.0 $6K 0.00% -171.0 -90.5% $330.89 -17.6%
207 ESLT ELBIT SYS LTD Industrials 7.0 $6K 0.00% -16.0 -69.6% $849.14 -11.1%
208 CME CME GROUP INC Financial Services 20.0 $6K 0.00% -66.0 -76.7% $295.35 -17.0%
209 INSM INSMED INC Healthcare 36.0 $6K 0.00% -1K -96.9% $163.53 -34.6%
210 TMUS T-MOBILE US INC Communication Services 28.0 $6K 0.00% -10.0 -26.3% $210.04 -6.9%
211 FMC FMC CORP Basic Materials 336.0 $6K 0.00% -200.0 -37.3% $17.22 -35.0%
212 NTAP NETAPP INC Technology 56.0 $6K 0.00% -10.0 -15.2% $102.39 +57.4%
213 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 29.0 $6K 0.00% -118.0 -80.3% $197.52 +21.0%
214 EQT EQT CORP Energy 89.0 $6K 0.00% -58.0 -39.5% $63.64 -22.9%
215 HPE HEWLETT PACKARD ENTERPRISE C Technology 234.0 $6K 0.00% -239.0 -50.5% $23.81 +87.1%
216 LYFT LYFT INC Technology 418.0 $6K 0.00% -1K -78.0% $13.30 +16.0%
217 TEAM ATLASSIAN CORPORATION Technology 78.0 $5K 0.00% -610.0 -88.7% $68.26 +41.3%
218 JBL JABIL INC Technology 20.0 $5K 0.00% -3.0 -13.0% $265.65 +15.2%
219 ESTC ELASTIC N V Technology 106.0 $5K 0.00% -27.0 -20.3% $49.99 +25.5%
220 XLF SELECT SECTOR SPDR TR 106.0 $5K 0.00% -270.0 -71.8% $49.37 +13.5%
Page 11 of 20  ·  394 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 51.8%
Financial Services 13.8%
Consumer Cyclical 8.4%
Communication Services 7.7%
Healthcare 6.5%
Basic Materials 4.0%
Energy 2.9%
Industrials 2.6%
Utilities 1.3%
Consumer Defensive 1.0%