BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALGM ALLEGRO MICROSYSTEMS INC Technology 1,802.0 $57K 0.02% +2K +1538.2% $31.53 +62.1%
222 DOW DOW HLDGS INC Basic Materials 1,339.0 $56K 0.02% +757.0 +130.1% $41.65 -16.5%
223 HD HOME DEPOT INC Consumer Cyclical 169.0 $56K 0.02% +69.0 +69.0% $328.89 -2.3%
224 RRC RANGE RES CORP Energy 1,217.0 $55K 0.02% +1K +10000.0% $45.18 -12.8%
225 LULU LULULEMON ATHLETICA INC Consumer Cyclical 359.0 $55K 0.02% -475.0 -57.0% $153.10 -14.2%
226 BIDU BAIDU INC Communication Services 489.0 $54K 0.02% -224.0 -31.4% $111.42 +18.5%
227 SBSW SIBANYE STILLWATER LTD Basic Materials 4,379.0 $54K 0.02% +3K +368.3% $12.32 -1.3%
228 ROK ROCKWELL AUTOMATION INC Industrials 149.0 $53K 0.02% +104.0 +231.1% $358.88 +26.7%
229 SPOT SPOTIFY TECHNOLOGY S A Communication Services 109.0 $53K 0.02% -29.0 -21.0% $484.91 +6.6%
230 VGLT VANGUARD SCOTTSDALE FDS 946.0 $52K 0.02% -3K -73.2% $55.36 -1.0%
231 MSCI MSCI INC Financial Services 97.0 $52K 0.02% $539.01 +16.2%
232 VDE VANGUARD WORLD FD 301.0 $52K 0.02% +174.0 +137.0% $173.04 -7.1%
233 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 187.0 $51K 0.02% -27.0 -12.6% $275.18 +2.2%
234 WING WINGSTOP INC Consumer Cyclical 332.0 $51K 0.02% +189.0 +132.2% $154.97 -1.9%
235 DOCU DOCUSIGN INC Technology 1,085.0 $51K 0.02% -453.0 -29.4% $47.41 +4.6%
236 MRK MERCK & CO INC Healthcare 426.0 $51K 0.02% -559.0 -56.8% $120.29 -0.3%
237 DDOG DATADOG INC Technology 432.0 $51K 0.02% -95.0 -18.0% $118.05 +90.8%
238 UPST UPSTART HLDGS INC Financial Services 1,953.0 $50K 0.02% -2K -53.5% $25.64 +19.8%
239 VRSN VERISIGN INC Technology 200.0 $50K 0.02% $248.36 +19.0%
240 CSCO CISCO SYS INC Technology 636.0 $49K 0.02% +78.0 +14.0% $77.59 +52.9%
Page 12 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%