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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 13 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EMBJ EMBRAER S.A. Industrials 36.0 $2K 0.00% -3K -98.6% $63.81 +18.0%
242 ECL ECOLAB INC Basic Materials 8.0 $2K 0.00% -1.0 -11.1% $278.62 +4.3%
243 NVMI NOVA LTD Technology 4.0 $2K 0.00% -184.0 -97.9% $543.00 -32.5%
244 YUM YUM BRANDS INC Consumer Cyclical 13.0 $2K -5.0 -27.8% $159.85 -3.4%
245 VTWO VANGUARD SCOTTSDALE FDS 17.0 $2K -127.0 -88.2% $121.41 -0.5%
246 CHRD CHORD ENERGY CORPORATION Energy 18.0 $2K -256.0 -93.4% $114.28 +22.6%
247 DOCS DOXIMITY INC Healthcare 97.0 $2K -7K -98.6% $20.74 +19.3%
248 EXC EXELON CORP Utilities 43.0 $2K -120.0 -73.6% $46.63 -4.7%
249 BAX BAXTER INTL INC Healthcare 94.0 $2K -249.0 -72.6% $21.32 +24.3%
250 TPR TAPESTRY INC Consumer Cyclical 13.0 $2K -50.0 -79.4% $146.38 -11.0%
251 SFM SPROUTS FMRS MKT INC Consumer Defensive 22.0 $2K -35.0 -61.4% $84.59 +2.6%
252 AN AUTONATION INC Consumer Cyclical 10.0 $2K -50.0 -83.3% $185.80 +5.8%
253 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 11.0 $2K -2.0 -15.4% $168.55 -7.1%
254 VBK VANGUARD INDEX FDS 5.0 $2K -1.0 -16.7% $365.80 -2.6%
255 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 69.0 $2K -89.0 -56.3% $26.00 +6.3%
256 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 20.0 $2K -13.0 -39.4% $87.05 +11.5%
257 WAL WESTERN ALLIANCE BANCORP Financial Services 21.0 $2K -280.0 -93.0% $82.19 -3.2%
258 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 182.0 $2K -1K -87.7% $9.39 +22.9%
259 FOUR SHIFT4 PMTS INC Technology 35.0 $2K -5.0 -12.5% $48.63 -4.9%
260 SPYG SPDR SERIES TRUST 14.0 $2K -228.0 -94.2% $119.00 +0.8%
Page 13 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%