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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 5 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 999.0 $74K 0.02% -352.0 -26.1% $74.04 +5.7%
82 BLOCK INC 936.0 $71K 0.02% -211.0 -18.4% $76.00
83 CVX CHEVRON CORPORATION Energy 422.0 $70K 0.02% -1K -74.1% $165.76 +20.8%
84 UPST UPSTART HLDGS INC Financial Services 1,886.0 $67K 0.02% -67.0 -3.4% $35.43 -14.0%
85 CSCO CISCO SYS INC Technology 541.0 $64K 0.01% -95.0 -14.9% $117.46 -4.3%
86 TGT TARGET CORP Consumer Defensive 469.0 $61K 0.01% -318.0 -40.4% $130.61 +25.6%
87 DIS DISNEY WALT CO Communication Services 611.0 $59K 0.01% -7K -91.6% $96.25 +13.9%
88 EIX EDISON INTL Utilities 753.0 $56K 0.01% -69.0 -8.4% $74.45 +0.1%
89 AXP AMERICAN EXPRESS CO Financial Services 165.0 $56K 0.01% -200.0 -54.8% $338.25 -0.6%
90 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 166.0 $53K 0.01% -21.0 -11.2% $317.53 -8.7%
91 ALB ALBEMARLE CORP Basic Materials 386.0 $52K 0.01% -236.0 -37.9% $135.03 -0.4%
92 MA MASTERCARD INCORPORATED Financial Services 94.0 $48K 0.01% -145.0 -60.7% $513.60 +16.5%
93 IBB ISHARES TR 250.0 $48K 0.01% -100.0 -28.6% $190.19 +13.2%
94 LNG CHENIERE ENERGY INC Energy 197.0 $47K 0.01% -125.0 -38.8% $239.01 +18.9%
95 FSLR FIRST SOLAR INC Energy 188.0 $44K 0.01% -15.0 -7.4% $235.96 -12.7%
96 EL LAUDER ESTEE COS INC Consumer Defensive 552.0 $44K 0.01% -315.0 -36.3% $78.95 +33.1%
97 DOCN DIGITALOCEAN HLDGS INC Technology 272.0 $43K 0.01% -171.0 -38.6% $157.03 -26.8%
98 CRSP CRISPR THERAPEUTICS AG Healthcare 731.0 $40K 0.01% -13.0 -1.8% $54.54 +8.6%
99 SMCI SUPER MICRO COMPUTER INC Technology 1,357.0 $40K 0.01% -105.0 -7.2% $29.33 +27.5%
100 MKSI MKS INC. Technology 89.0 $40K 0.01% -66.0 -42.6% $444.80 -38.9%
Page 5 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%