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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 10 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PG PROCTER & GAMBLE CO Consumer Defensive 682.0 $99K 0.04% -318.0 -31.8% $144.44 +1.0%
182 NDAQ NASDAQ INC Financial Services 1,140.0 $97K 0.04% +93.0 +8.9% $84.89 +7.2%
183 TWLO TWILIO INC Communication Services 768.0 $97K 0.04% +149.0 +24.1% $125.82 +46.7%
184 TGT TARGET CORP Consumer Defensive 787.0 $95K 0.04% -31.0 -3.8% $121.20 +6.1%
185 LNG CHENIERE ENERGY INC Energy 322.0 $91K 0.04% +212.0 +192.7% $283.76 -19.1%
186 VWO VANGUARD INTL EQUITY INDEX F 1,667.0 $90K 0.04% +1K +197.2% $54.05 +10.8%
187 ENPH ENPHASE ENERGY INC Energy 2,361.0 $89K 0.04% -630.0 -21.1% $37.81 +83.8%
188 DELL DELL TECHNOLOGIES INC Technology 543.0 $89K 0.04% -757.0 -58.2% $164.13 +93.8%
189 ING ING GROEP N.V. Financial Services 3,400.0 $89K 0.04% NEW $26.05 +18.3%
190 VB VANGUARD INDEX FDS 334.0 $87K 0.04% -56.0 -14.4% $261.92 +12.2%
191 IWM ISHARES TR 344.0 $85K 0.04% -67.0 -16.3% $248.00 +17.8%
192 APA APA CORPORATION Energy 1,956.0 $83K 0.03% -1K -33.9% $42.44 -13.9%
193 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 11,913.0 $82K 0.03% -3K -21.7% $6.87 +51.5%
194 NVMI NOVA LTD Technology 188.0 $82K 0.03% +185.0 +6166.7% $434.28 +16.5%
195 ADSK AUTODESK INC Technology 338.0 $81K 0.03% +311.0 +1151.8% $239.40 +0.6%
196 TSEM TOWER SEMICONDUCTOR LTD Technology 461.0 $81K 0.03% +390.0 +549.3% $175.48 +57.0%
197 BND VANGUARD BD INDEX FDS 1,089.0 $80K 0.03% -1K -49.0% $73.64 -0.3%
198 CHYM CHIME FINL INC Financial Services 4,110.0 $77K 0.03% +3K +517.1% $18.73 -3.4%
199 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 4,109.0 $77K 0.03% +609.0 +17.4% $18.70 -2.3%
200 CF CF INDUSTRIES HOLD Basic Materials 580.0 $75K 0.03% +567.0 +4361.5% $129.84 -10.3%
Page 10 of 44  ·  879 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%