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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 3 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVO NOVO-NORDISK A S Healthcare 5,064.0 $243K 0.06% -23K -82.2% $47.94 -1.6%
42 V VISA INC Financial Services 697.0 $239K 0.06% -229.0 -24.7% $343.09 +11.9%
43 VTI VANGUARD INDEX FDS 613.0 $227K 0.05% -245.0 -28.6% $370.04 +2.2%
44 JPM JPMORGAN CHASE & CO Financial Services 660.0 $216K 0.05% -113.0 -14.6% $327.33 +8.9%
45 BA BOEING CO Industrials 994.0 $215K 0.05% -864.0 -46.5% $216.47 -2.0%
46 FCX FREEPORT MCMORAN INC Basic Materials 3,358.0 $211K 0.05% -850.0 -20.2% $62.89 +25.7%
47 DB DEUTSCHE BK AG Financial Services 6,240.0 $211K 0.05% -3K -30.5% $33.76 +19.2%
48 SMR NUSCALE PWR CORP Utilities 20,888.0 $210K 0.05% -8K -26.8% $10.03 -7.5%
49 AFRM AFFIRM HLDGS INC Technology 2,534.0 $207K 0.05% -2K -38.7% $81.55 -6.2%
50 EXPE EXPEDIA GROUP INC Consumer Cyclical 801.0 $205K 0.05% -201.0 -20.1% $255.88 +30.3%
51 VXUS VANGUARD STAR FDS 2,163.0 $185K 0.04% -2K -45.9% $85.49 +2.7%
52 AVAV AEROVIRONMENT INC Industrials 1,079.0 $178K 0.04% -13.0 -1.2% $165.07 -11.0%
53 SPEM SPDR INDEX SHS FDS 3,285.0 $170K 0.04% -100.0 -3.0% $51.78 +1.7%
54 XLE SELECT SECTOR SPDR TR 3,039.0 $161K 0.04% -503.0 -14.2% $53.11 +17.5%
55 IAU ISHARES GOLD TR Financial Services 2,117.0 $160K 0.04% -175.0 -7.6% $75.51 +14.4%
56 FIG FIGMA INC Technology 8,729.0 $158K 0.04% -254.0 -2.8% $18.09 +49.4%
57 BERKSHIRE HATHAWAY INC DEL 315.0 $158K 0.04% -5.0 -1.6% $500.39
58 RACE FERRARI N V Consumer Cyclical 377.0 $140K 0.03% -390.0 -50.9% $372.29 +10.9%
59 PWR QUANTA SVCS INC Industrials 192.0 $138K 0.03% -74.0 -27.8% $720.04 -14.3%
60 OXY OCCIDENTAL PETE CORP Energy 2,834.0 $138K 0.03% -15K -84.5% $48.57 +20.7%
Page 3 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%