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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 15 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VMC VULCAN MATLS CO Basic Materials 7.0 $2K 0.00% -7.0 -50.0% $272.29 +3.2%
282 AWK AMERICAN WTR WKS CO INC NEW Utilities 14.0 $2K 0.00% -10.0 -41.7% $136.07 -1.2%
283 VBK VANGUARD INDEX FDS 6.0 $2K 0.00% -1.0 -14.3% $302.33 +14.1%
284 TXT TEXTRON INC Industrials 19.0 $2K 0.00% -11.0 -36.7% $87.58 +5.4%
285 AFL AFLAC INC Financial Services 15.0 $2K 0.00% -92.0 -86.0% $109.73 +13.5%
286 MAR MARRIOTT INTL INC NEW Consumer Cyclical 5.0 $2K 0.00% -9.0 -64.3% $327.00 +12.3%
287 CTRA COTERRA ENERGY INC Energy 46.0 $2K 0.00% -31.0 -40.3% $35.13 -7.3%
288 OEF ISHARES TR 5.0 $2K 0.00% -11.0 -68.8% $318.00 +15.7%
289 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3.0 $1K 0.00% -7.0 -70.0% $491.67 +7.0%
290 RGA REINSURANCE GROUP AMER INC Financial Services 7.0 $1K 0.00% -6.0 -46.1% $204.14 +18.5%
291 ENSG ENSIGN GROUP INC Healthcare 7.0 $1K 0.00% -5.0 -41.7% $201.57 -14.5%
292 EPAM EPAM SYS INC Technology 10.0 $1K 0.00% -87.0 -89.7% $135.40 -34.9%
293 FLR FLUOR CORP Industrials 29.0 $1K 0.00% -99.0 -77.3% $46.66 +6.5%
294 BCS BARCLAYS PLC Financial Services 62.0 $1K 0.00% -190.0 -75.4% $21.16 +30.0%
295 AON AON PLC Financial Services 4.0 $1K 0.00% -2.0 -33.3% $322.75 +12.5%
296 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 21.0 $1K 0.00% -6.0 -22.2% $61.33 -28.3%
297 DOV DOVER CORP Industrials 6.0 $1K 0.00% -6.0 -50.0% $208.50 +1.5%
298 VEEV VEEVA SYS INC Healthcare 7.0 $1K 0.00% -45.0 -86.5% $175.71 +12.1%
299 MPC MARATHON PETE CORP Energy 5.0 $1K 0.00% -22.0 -81.5% $244.20 +29.0%
300 NICE NICE LTD Technology 11.0 $1K 0.00% -3.0 -21.4% $110.27 -9.7%
Page 15 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%