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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 18 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 15.0 $463.0 -713.0 -97.9% $30.87 -2.6%
342 ONB OLD NATL BANCORP IND Financial Services 20.0 $442.0 -10.0 -33.3% $22.10 +8.6%
343 LPX LOUISIANA PAC CORP Basic Materials 6.0 $437.0 -4.0 -40.0% $72.83 +4.5%
344 ALV AUTOLIV INC Consumer Cyclical 4.0 $421.0 -6.0 -60.0% $105.25 +22.5%
345 NOV NOV INC Energy 22.0 $414.0 -23.0 -51.1% $18.82 +7.7%
346 UGI UGI CORP NEW Utilities 11.0 $401.0 -15.0 -57.7% $36.45 -5.1%
347 CRS CARPENTER TECHNOLOGY CORP Industrials 1.0 $394.0 -91.0 -98.9% $394.00 +17.3%
348 WWD WOODWARD INC Industrials 1.0 $358.0 -5.0 -83.3% $358.00 -0.9%
349 SCCO SOUTHERN COPPER CORP Basic Materials 2.0 $344.0 -1K -99.8% $172.00 +13.3%
350 RPRX ROYALTY PHARMA PLC Healthcare 7.0 $336.0 -94.0 -93.1% $48.00 +13.5%
351 BWA BORGWARNER INC Consumer Cyclical 6.0 $326.0 -9.0 -60.0% $54.33 +31.2%
352 GKOS GLAUKOS CORP Healthcare 3.0 $323.0 -3.0 -50.0% $107.67 -1.1%
353 EW EDWARDS LIFESCIENCES CORP Healthcare 4.0 $320.0 -2.0 -33.3% $80.00 +7.5%
354 CHWY CHEWY INC Consumer Cyclical 11.0 $297.0 -1K -99.1% $27.00 -20.8%
355 NSC NORFOLK SOUTHN CORP Industrials 1.0 $287.0 -1.0 -50.0% $287.00 +7.3%
356 SCHW SCHWAB CHARLES CORP Financial Services 3.0 $282.0 -106.0 -97.2% $94.00 -9.2%
357 CBOE CBOE GLOBAL MKTS INC Financial Services 1.0 $281.0 -6.0 -85.7% $281.00 +22.4%
358 MOH MOLINA HEALTHCARE INC Healthcare 2.0 $267.0 -254.0 -99.2% $133.50 +33.3%
359 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 10.0 $264.0 -10.0 -50.0% $26.40 +10.1%
360 KNTK KINETIK HOLDINGS INC Energy 5.0 $242.0 -89.0 -94.7% $48.40 -3.6%
Page 18 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 49.6%
Financial Services 14.4%
Consumer Cyclical 8.7%
Communication Services 8.1%
Healthcare 6.8%
Basic Materials 4.2%
Energy 3.0%
Industrials 2.7%
Utilities 1.3%
Consumer Defensive 1.1%