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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 11 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CAVA CAVA GROUP INC Consumer Cyclical 1,367.0 $107K 0.03% -370.0 -21.3% $78.48 -14.7%
202 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 281.0 $107K 0.03% +112.0 +66.3% $380.37 -27.1%
203 AES AES CORP Utilities 7,112.0 $104K 0.02% +4K +109.5% $14.66 +0.6%
204 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 110.0 $103K 0.02% -30.0 -21.4% $935.47 -0.1%
205 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 10,496.0 $102K 0.02% -1K -11.9% $9.68 -11.1%
206 ANGLOGOLD ASHANTI PLC 1,220.0 $99K 0.02% -1K -50.9% $80.89
207 KHC KRAFT HEINZ CO Consumer Defensive 4,143.0 $98K 0.02% -2K -27.4% $23.62 +6.4%
208 MS MORGAN STANLEY Financial Services 468.0 $98K 0.02% -134.0 -22.3% $209.04 +2.8%
209 JD JD.COM INC Consumer Cyclical 3,737.0 $95K 0.02% -565.0 -13.1% $25.48 +11.8%
210 CIFR CIPHER DIGITAL INC Financial Services 3,867.0 $95K 0.02% +319.0 +9.0% $24.50 -31.6%
211 GDX VANECK ETF TRUST 1,254.0 $95K 0.02% NEW $75.45 +37.4%
212 IVV ISHARES TR 123.0 $92K 0.02% +77.0 +167.4% $748.89 +3.5%
213 ATI ATI INC Industrials 460.0 $91K 0.02% -295.0 -39.1% $197.10 +8.8%
214 KMX CARMAX INC Consumer Cyclical 1,711.0 $90K 0.02% -701.0 -29.1% $52.89 +18.4%
215 SYM SYMBOTIC INC Industrials 1,972.0 $89K 0.02% -1K -38.7% $44.95 -8.5%
216 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,957.0 $88K 0.02% +2K +736.3% $45.11 +20.6%
217 NEE NEXTERA ENERGY INC Utilities 1,002.0 $88K 0.02% +560.0 +126.7% $87.77 -4.9%
218 FLEX FLEX LTD Technology 540.0 $88K 0.02% +524.0 +3275.0% $162.07 -28.9%
219 BMNR BITMINE IMMERSION TECHS INC Financial Services 6,541.0 $87K 0.02% NEW $13.31 +92.6%
220 UPS UNITED PARCEL SVCS INC Industrials 807.0 $87K 0.02% +102.0 +14.5% $107.50 -1.7%
Page 11 of 46  ·  914 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%