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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $308M AUM 892 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New
Page 10 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GM GENERAL MTRS CO Consumer Cyclical 1,176.0 $96K 0.03% NEW $81.32 +3.5%
182 YPF YPF SOCIEDAD ANONIMA Energy 2,598.0 $94K 0.03% NEW $36.16 +45.8%
183 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,714.0 $94K 0.03% NEW $34.46 -30.2%
184 BIDU BAIDU INC Communication Services 713.0 $93K 0.03% NEW $130.66 +3.3%
185 GTLB GITLAB INC Technology 2,442.0 $92K 0.03% NEW $37.53 -21.8%
186 TOL TOLL BROTHERS INC Consumer Cyclical 661.0 $89K 0.03% NEW $135.22 +3.0%
187 PM PHILIP MORRIS INTL INC Consumer Defensive 556.0 $89K 0.03% NEW $160.40 +10.3%
188 TWLO TWILIO INC Communication Services 619.0 $88K 0.03% NEW $142.24 +30.6%
189 DHI D R HORTON INC Consumer Cyclical 610.0 $88K 0.03% NEW $144.03 +3.3%
190 OSCR OSCAR HEALTH INC Healthcare 5,985.0 $86K 0.03% NEW $14.37 +51.9%
191 STM STMICROELECTRONICS N V Technology 3,180.0 $82K 0.03% NEW $25.94 +167.8%
192 SAP SAP SE Technology 339.0 $82K 0.03% NEW $242.91 -26.2%
193 WFC WELLS FARGO CO NEW Financial Services 879.0 $82K 0.03% NEW $93.20 -17.2%
194 CVNA CARVANA CO Consumer Cyclical 192.0 $81K 0.03% NEW $422.02 -83.0%
195 BDX BECTON DICKINSON & CO Healthcare 413.0 $80K 0.03% NEW $194.07 -23.8%
196 SPOT SPOTIFY TECHNOLOGY S A Communication Services 138.0 $80K 0.03% NEW $580.71 -11.4%
197 ALB ALBEMARLE CORP Basic Materials 566.0 $80K 0.03% NEW $141.44 +24.5%
198 TGT TARGET CORP Consumer Defensive 818.0 $80K 0.03% NEW $97.75 +28.7%
199 FDX FEDEX CORP Industrials 276.0 $80K 0.03% NEW $288.86 +42.7%
200 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 3,500.0 $78K 0.03% NEW $22.32 -18.1%
Page 10 of 45  ·  892 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 47.2%
Financial Services 17.3%
Communication Services 14.2%
Consumer Cyclical 8.9%
Healthcare 3.6%
Basic Materials 3.3%
Industrials 2.3%
Utilities 1.3%
Energy 1.0%
Consumer Defensive 0.9%