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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 5 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ENPH ENPHASE ENERGY INC Energy 2,361.0 $89K 0.04% -630.0 -21.1% $37.81 +88.6%
82 DELL DELL TECHNOLOGIES INC Technology 543.0 $89K 0.04% -757.0 -58.2% $164.13 +156.1%
83 VB VANGUARD INDEX FDS 334.0 $87K 0.04% -56.0 -14.4% $261.92 +12.1%
84 IWM ISHARES TR 344.0 $85K 0.04% -67.0 -16.3% $248.00 +16.8%
85 APA APA CORPORATION Energy 1,956.0 $83K 0.03% -1K -33.9% $42.44 -14.4%
86 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 11,913.0 $82K 0.03% -3K -21.7% $6.87 +52.6%
87 BND VANGUARD BD INDEX FDS 1,089.0 $80K 0.03% -1K -49.0% $73.64 -0.3%
88 BLOCK INC 1,147.0 $69K 0.03% -718.0 -38.5% $60.18
89 SNPS SYNOPSYS INC Technology 165.0 $65K 0.03% -81.0 -32.9% $396.48 +21.0%
90 YPF YPF SOCIEDAD ANONIMA Energy 1,355.0 $63K 0.03% -1K -47.8% $46.22 +13.5%
91 FIX COMFORT SYS USA INC Industrials 44.0 $61K 0.03% -1.0 -2.2% $1379.00 +32.1%
92 EIX EDISON INTL Utilities 822.0 $60K 0.03% -2K -74.2% $73.18 -5.0%
93 AXON AXON ENTERPRISE INC Industrials 136.0 $58K 0.02% -47.0 -25.7% $424.69 +2.2%
94 LULU LULULEMON ATHLETICA INC Consumer Cyclical 359.0 $55K 0.02% -475.0 -57.0% $153.10 -14.3%
95 BIDU BAIDU INC Communication Services 489.0 $54K 0.02% -224.0 -31.4% $111.42 +21.6%
96 SPOT SPOTIFY TECHNOLOGY S A Communication Services 109.0 $53K 0.02% -29.0 -21.0% $484.91 +6.7%
97 VGLT VANGUARD SCOTTSDALE FDS 946.0 $52K 0.02% -3K -73.2% $55.36 -1.0%
98 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 187.0 $51K 0.02% -27.0 -12.6% $275.18 +2.7%
99 DOCU DOCUSIGN INC Technology 1,085.0 $51K 0.02% -453.0 -29.4% $47.41 +7.2%
100 MRK MERCK & CO INC Healthcare 426.0 $51K 0.02% -559.0 -56.8% $120.29 -1.2%
Page 5 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%