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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 13 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLB SELECT SECTOR SPDR TR 73.0 $4K 0.00% -2.0 -2.7% $49.97 +0.1%
242 DVY ISHARES TR 24.0 $4K 0.00% -11.0 -31.4% $151.42 +6.2%
243 GFS GLOBALFOUNDRIES INC Technology 80.0 $4K 0.00% -78.0 -49.4% $44.48 +27.7%
244 ORI OLD REP INTL CORP Financial Services 82.0 $3K 0.00% -18.0 -18.0% $39.90 +5.8%
245 TRMB TRIMBLE INC Technology 50.0 $3K 0.00% -9.0 -15.2% $65.24 -18.4%
246 SNAP SNAP INC Communication Services 702.0 $3K 0.00% -494.0 -41.3% $4.60 -0.9%
247 HSBC HSBC HLDGS PLC Financial Services 38.0 $3K 0.00% -16.0 -29.6% $82.50 +20.0%
248 PNC PNC FINL SVCS GROUP INC Financial Services 15.0 $3K 0.00% -10.0 -40.0% $208.07 +20.2%
249 MCO MOODYS CORP Financial Services 7.0 $3K 0.00% -11.0 -61.1% $436.29 +15.8%
250 IDCC INTERDIGITAL INC Technology 10.0 $3K 0.00% -30.0 -75.0% $302.00 -14.5%
251 VFH VANGUARD WORLD FD 25.0 $3K 0.00% -25.0 -50.0% $120.80 +13.7%
252 GRMN GARMIN LTD Technology 13.0 $3K 0.00% -29.0 -69.0% $232.00 +5.5%
253 FRMI FERMI INC Utilities 514.0 $3K 0.00% -1K -69.3% $5.84 +4.7%
254 CNC CENTENE CORP DEL Healthcare 90.0 $3K 0.00% -1K -93.8% $32.74 +101.1%
255 KEY KEYCORP Financial Services 143.0 $3K 0.00% -143.0 -50.0% $20.05 +16.3%
256 TFC TRUIST FINL CORP Financial Services 61.0 $3K 0.00% -135.0 -68.9% $45.97 +10.9%
257 ACGL ARCH CAP GROUP LTD Financial Services 29.0 $3K 0.00% -10.0 -25.6% $96.00 +6.1%
258 CW CURTISS WRIGHT CORP Industrials 4.0 $3K 0.00% -1.0 -20.0% $681.00 +4.1%
259 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 90.0 $3K 0.00% -1K -92.7% $30.12 +2.9%
260 MSI MOTOROLA SOLUTIONS INC Technology 6.0 $3K 0.00% -13.0 -68.4% $434.00 -5.4%
Page 13 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%