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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 12 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HEI HEICO CORP NEW Industrials 10.0 $4K 0.00% -7.0 -41.2% $356.20 -2.8%
222 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 45.0 $3K 0.00% -610.0 -93.1% $76.40 +4.8%
223 DHR DANAHER CORP DEL Healthcare 18.0 $3K 0.00% -47.0 -72.3% $190.50 +13.0%
224 ELF E L F BEAUTY INC Consumer Defensive 46.0 $3K 0.00% -609.0 -93.0% $74.00 +44.6%
225 BMY BRISTOL-MYERS SQUIBB CO Healthcare 59.0 $3K 0.00% -103.0 -63.6% $57.63 +17.3%
226 XLP SELECT SECTOR SPDR TR 40.0 $3K 0.00% -73.0 -64.6% $83.08 +3.8%
227 BIIB BIOGEN INC Healthcare 15.0 $3K 0.00% -7.0 -31.8% $216.07 +2.3%
228 HUM HUMANA INC Healthcare 8.0 $3K 0.00% -192.0 -96.0% $397.25 -1.6%
229 BAP CREDICORP LTD Financial Services 8.0 $3K 0.00% -16.0 -66.7% $389.62 -1.8%
230 RKT ROCKET COS INC Financial Services 189.0 $3K 0.00% -173.0 -47.8% $15.75 -11.8%
231 CVS CVS HEALTH CORP Healthcare 28.0 $3K 0.00% -55.0 -66.3% $103.46 -8.8%
232 OGN ORGANON & CO Healthcare 200.0 $3K 0.00% -2K -91.8% $13.54 +1.7%
233 SNX TD SYNNEX CORPORATION Technology 10.0 $3K 0.00% -63.0 -86.3% $267.30 -4.5%
234 AKAM AKAMAI TECHNOLOGIES INC Technology 22.0 $3K 0.00% -67.0 -75.3% $118.23 -8.6%
235 ACHR ARCHER AVIATION INC Industrials 544.0 $3K 0.00% -5K -89.3% $4.73 +24.7%
236 RSG REPUBLIC SVCS INC Industrials 12.0 $3K 0.00% -13.0 -52.0% $213.08 +4.3%
237 DTM DT MIDSTREAM INC Energy 17.0 $2K 0.00% -3.0 -15.0% $146.76 -9.7%
238 SHY ISHARES TR 29.0 $2K 0.00% -301.0 -91.2% $82.10 -0.1%
239 CHKP CHECK POINT SOFTWARE TECH LT Technology 18.0 $2K 0.00% -31.0 -63.3% $131.44 -1.8%
240 RSP INVESCO EXCHANGE TRADED FD T 11.0 $2K 0.00% -108.0 -90.8% $212.73 +4.4%
Page 12 of 18  ·  356 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%