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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 9 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCK MCKESSON CORP Healthcare 14.0 $11K 0.00% -2.0 -12.5% $755.57 +18.7%
162 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 250.0 $10K 0.00% -200.0 -44.4% $40.84 +9.7%
163 BWXT BWX TECHNOLOGIES INC Industrials 51.0 $10K 0.00% -39.0 -43.3% $194.65 -21.3%
164 WFC WELLS FARGO & CO Financial Services 119.0 $10K 0.00% -99.0 -45.4% $82.64 +3.1%
165 VB VANGUARD INDEX FDS 32.0 $10K 0.00% -302.0 -90.4% $303.12 +0.3%
166 EQNR EQUINOR ASA Energy 298.0 $9K 0.00% -3K -90.9% $31.40 +31.6%
167 LIN LINDE PLC Basic Materials 18.0 $9K 0.00% -61.0 -77.2% $518.94 -5.5%
168 AA ALCOA CORP Basic Materials 177.0 $9K 0.00% -840.0 -82.6% $52.14 -4.6%
169 EME EMCOR GROUP INC Industrials 11.0 $9K 0.00% -6.0 -35.3% $829.91 -8.0%
170 FDX FEDEX CORP Industrials 29.0 $9K 0.00% -66.0 -69.5% $313.14 +7.3%
171 BBY BEST BUY INC Consumer Cyclical 119.0 $9K 0.00% -862.0 -87.9% $75.88 +15.2%
172 MOS MOSAIC CO Basic Materials 420.0 $9K 0.00% -912.0 -68.5% $21.19 +14.0%
173 BILI BILIBILI INC Technology 520.0 $9K 0.00% -716.0 -57.9% $17.03 -5.2%
174 CHYM CHIME FINL INC Financial Services 426.0 $9K 0.00% -4K -89.6% $20.48 +61.9%
175 COKE COCA COLA CONS INC Consumer Defensive 44.0 $8K 0.00% -96.0 -68.6% $190.91 +1.6%
176 GM GENERAL MTRS CO Consumer Cyclical 107.0 $8K 0.00% -420.0 -79.7% $77.08 +12.0%
177 ICICI BANK LIMITED 278.0 $8K 0.00% -189.0 -40.5% $29.03
178 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 152.0 $8K 0.00% -412.0 -73.0% $52.65 +18.9%
179 BSV VANGUARD BD INDEX FDS 100.0 $8K 0.00% -6.0 -5.7% $77.91 -0.3%
180 LEU CENTRUS ENERGY CORP Energy 46.0 $8K 0.00% -58.0 -55.8% $167.87 +11.8%
Page 9 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%