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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 11 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 W WAYFAIR INC Consumer Cyclical 778.0 $78K 0.03% NEW $100.41 -27.3%
202 BIV VANGUARD BD INDEX FDS 1,000.0 $78K 0.03% NEW $77.88 -1.3%
203 CCL CARNIVAL CORP Consumer Cyclical 2,543.0 $78K 0.03% NEW $30.54 -8.8%
204 HWM HOWMET AEROSPACE INC Industrials 377.0 $77K 0.03% NEW $205.02 +24.4%
205 SPEM SPDR INDEX SHS FDS 1,628.0 $76K 0.03% NEW $46.81 +11.7%
206 VYM VANGUARD WHITEHALL FDS 529.0 $76K 0.03% NEW $143.52 +10.7%
207 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 189.0 $75K 0.02% NEW $397.65 -23.8%
208 PFF ISHARES TR 2,414.0 $75K 0.02% NEW $30.96 +1.9%
209 PTON PELOTON INTERACTIVE INC Consumer Cyclical 11,951.0 $74K 0.02% NEW $6.16 +0.7%
210 MS MORGAN STANLEY Financial Services 412.0 $73K 0.02% NEW $177.53 +16.0%
211 APA APA CORPORATION Energy 2,959.0 $72K 0.02% NEW $24.46 +49.0%
212 CVX CHEVRON CORP NEW Energy 474.0 $72K 0.02% NEW $152.41 +19.6%
213 DDOG DATADOG INC Technology 527.0 $72K 0.02% NEW $135.99 +74.4%
214 ACWI ISHARES TR 505.0 $71K 0.02% NEW $141.49 +11.9%
215 FSLR FIRST SOLAR INC Energy 271.0 $71K 0.02% NEW $261.23 +14.8%
216 SMCI SUPER MICRO COMPUTER INC Technology 2,371.0 $69K 0.02% NEW $29.27 +56.7%
217 SQM SOCIEDAD QUIMICA Y MINERA DE SPON Basic Materials 1,007.0 $69K 0.02% NEW $68.80 +24.2%
218 FLY FIREFLY AEROSPACE INC Industrials 3,081.0 $69K 0.02% NEW $22.37 +98.0%
219 LUMN LUMEN TECHNOLOGIES INC Communication Services 8,601.0 $67K 0.02% NEW $7.77 +36.3%
220 IVV ISHARES TR 95.0 $65K 0.02% NEW $684.94 +10.8%
Page 11 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%