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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 14 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FMC FMC CORP Basic Materials 136.0 $2K -200.0 -59.5% $11.50 -5.0%
262 SBSW SIBANYE STILLWATER LTD Basic Materials 184.0 $2K -4K -95.8% $8.49 +44.2%
263 RPM RPM INTL INC Basic Materials 14.0 $2K -11.0 -44.0% $111.14 -4.8%
264 UNILEVER PLC 25.0 $2K -37.0 -59.7% $60.12
265 SLB SLB LIMITED Energy 32.0 $1K -165.0 -83.8% $46.50 +15.6%
266 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 40.0 $1K -50.0 -55.6% $33.88 +11.4%
267 CARR CARRIER GLOBAL CORPORATION Industrials 18.0 $1K -12.0 -40.0% $73.33 -20.1%
268 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 42.0 $1K -848.0 -95.3% $30.71 +22.8%
269 NIO NIO INC Consumer Cyclical 250.0 $1K -110.0 -30.6% $5.06 -14.0%
270 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 20.0 $1K -20.0 -50.0% $62.20 -31.0%
271 XLRE SELECT SECTOR SPDR TR 27.0 $1K -239.0 -89.8% $44.04 +1.8%
272 HALO HALOZYME THERAPEUTICS INC Healthcare 15.0 $1K -55.0 -78.6% $78.27 +36.2%
273 CE CELANESE CORP DEL Basic Materials 25.0 $1K -47.0 -65.3% $46.00 -3.4%
274 ORI OLD REP INTL CORP Financial Services 28.0 $1K -54.0 -65.8% $40.93 +3.2%
275 AMTM AMENTUM HOLDINGS INC Industrials 55.0 $1K -81.0 -59.6% $20.67 -0.8%
276 XLI SELECT SECTOR SPDR TR 6.0 $1K -15.0 -71.4% $185.17 -3.4%
277 PRAXIS PRECISION MEDICINES I 3.0 $1K -22.0 -88.0% $334.67
278 IQVIA HLDGS INC 5.0 $966.0 -5.0 -50.0% $193.20
279 FLR FLUOR CORP Industrials 18.0 $943.0 -11.0 -37.9% $52.39 +2.8%
280 TSN TYSON FOODS INC Consumer Defensive 16.0 $916.0 -265.0 -94.3% $57.25 -3.4%
Page 14 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%