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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 9 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHI D R HORTON INC Consumer Cyclical 93.0 $13K 0.01% -517.0 -84.8% $137.22 +8.9%
162 EME EMCOR GROUP INC Industrials 17.0 $13K 0.01% -9.0 -34.6% $738.29 +12.2%
163 TXN TEXAS INSTRS INC Technology 64.0 $12K 0.01% -143.0 -69.1% $194.14 +59.6%
164 PSTG EVERPURE INC Technology 208.0 $12K 0.01% -49.0 -19.1% $59.04 +46.0%
165 D DOMINION ENERGY INC Utilities 198.0 $12K 0.01% -10.0 -4.8% $61.82 +7.6%
166 ICICI BANK LIMITED 467.0 $12K 0.01% -2K -77.5% $25.90
167 SPYM SPDR SERIES TRUST 158.0 $12K 0.01% -9.0 -5.4% $76.54 +16.1%
168 DUK DUKE ENERGY CORP NEW Utilities 86.0 $11K 0.01% -79.0 -47.9% $130.94 -5.5%
169 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,574.0 $11K 0.01% -7K -81.7% $6.95 +52.4%
170 ACLS AXCELIS TECHNOLOGIES INC Technology 116.0 $11K 0.00% -25.0 -17.7% $93.08 +60.7%
171 LHX L3HARRIS TECHNOLOGIES INC Industrials 31.0 $11K 0.00% -94.0 -75.2% $345.16 -9.8%
172 C CITIGROUP INC Financial Services 93.0 $11K 0.00% -81.0 -46.5% $113.41 +10.2%
173 DE DEERE & CO Industrials 18.0 $10K 0.00% -14.0 -43.8% $563.28 -4.4%
174 BMY BRISTOL-MYERS SQUIBB CO Healthcare 162.0 $10K 0.00% -750.0 -82.2% $60.65 -5.8%
175 BLSH BULLISH Technology 271.0 $10K 0.00% -465.0 -63.2% $35.73 -2.8%
176 PM PHILIP MORRIS INTL INC Consumer Defensive 57.0 $9K 0.00% -499.0 -89.8% $165.33 +7.4%
177 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 127.0 $9K 0.00% -7.0 -5.2% $72.46 +21.8%
178 PGR PROGRESSIVE CORP Financial Services 46.0 $9K 0.00% -9.0 -16.4% $198.24 -2.0%
179 W WAYFAIR INC Consumer Cyclical 120.0 $9K 0.00% -658.0 -84.6% $75.21 -2.9%
180 VRTX VERTEX PHARMACEUTICALS INC Healthcare 20.0 $9K 0.00% -1.0 -4.8% $446.55 +0.5%
Page 9 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%