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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 17 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KNTK KINETIK HOLDINGS INC Energy 4.0 $193.0 -1.0 -20.0% $48.25 +14.2%
322 EW EDWARDS LIFESCIENCES CORP Healthcare 2.0 $181.0 -2.0 -50.0% $90.50 +0.3%
323 MDLZ MONDELEZ INTL INC Consumer Defensive 3.0 $174.0 -1.0 -25.0% $58.00 +8.6%
324 VEU VANGUARD INTL EQUITY INDEX F 2.0 $168.0 -300.0 -99.3% $84.00 +2.1%
325 WFRD WEATHERFORD INTL PLC Energy 2.0 $163.0 -108.0 -98.2% $81.50 +8.0%
326 APPF APPFOLIO INC Technology 1.0 $160.0 -3.0 -75.0% $160.00 +39.5%
327 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3.0 $143.0 -17.0 -85.0% $47.67 -8.8%
328 GKOS GLAUKOS CORP Healthcare 1.0 $140.0 -2.0 -66.7% $140.00 +29.0%
329 BR BROADRIDGE FINL SOLUTIONS IN Technology 1.0 $137.0 -8.0 -88.9% $137.00 +32.6%
330 FRMI FERMI INC Utilities 14.0 $128.0 -500.0 -97.3% $9.14 -38.6%
331 TFX TELEFLEX INCORPORATED Healthcare 1.0 $127.0 -290.0 -99.7% $127.00 +9.2%
332 SSNC SS&C TECH HLDGS Technology 2.0 $124.0 -10.0 -83.3% $62.00 +34.0%
333 IPGP IPG PHOTONICS CORP Technology 1.0 $117.0 -20.0 -95.2% $117.00 -36.6%
334 WTRG ESSENTIAL UTILS INC Utilities 3.0 $115.0 -11.0 -78.6% $38.33 +6.3%
335 TROW PRICE T ROWE GROUP INC Financial Services 1.0 $114.0 -30.0 -96.8% $114.00 -1.3%
336 KR KROGER CO Consumer Defensive 2.0 $111.0 -28.0 -93.3% $55.50 +5.4%
337 NWL NEWELL BRANDS INC Consumer Defensive 18.0 $111.0 -1K -98.6% $6.17 -3.4%
338 FE FIRSTENERGY CORP Utilities 2.0 $95.0 -15.0 -88.2% $47.50 -1.6%
339 HSBC HSBC HLDGS PLC Financial Services 1.0 $95.0 -37.0 -97.4% $95.00 +9.1%
340 IEF ISHARES TR 1.0 $95.0 -302.0 -99.7% $95.00 -1.8%
Page 17 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%