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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 12 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 4,084.0 $86K 0.02% -25.0 -0.6% $21.11 -20.9%
222 U UNITY SOFTWARE INC Technology 2,987.0 $85K 0.02% -3K -46.0% $28.58 +52.9%
223 ADI ANALOG DEVICES INC Technology 214.0 $85K 0.02% +187.0 +692.6% $397.17 -6.4%
224 APLD APPLIED DIGITAL CORP Technology 2,274.0 $85K 0.02% +1K +127.4% $37.30 -25.3%
225 VIG VANGUARD SPECIALIZED FUNDS 346.0 $82K 0.02% +285.0 +467.2% $236.62 +2.8%
226 RRC RANGE RES CORP Energy 2,201.0 $82K 0.02% +984.0 +80.8% $37.19 +12.3%
227 MPWR MONOLITHIC PWR SYS INC Technology 59.0 $82K 0.02% +33.0 +126.9% $1382.36 -6.3%
228 TTMI TTM TECHNOLOGIES INC Technology 421.0 $79K 0.02% +348.0 +476.7% $187.02 -33.7%
229 LMT LOCKHEED MARTIN CORP Industrials 154.0 $78K 0.02% -53.0 -25.6% $509.46 +10.6%
230 VEEV VEEVA SYS INC Healthcare 439.0 $78K 0.02% +432.0 +6171.4% $177.47 +59.6%
231 XOM EXXON MOBIL CORP Energy 553.0 $76K 0.02% -2K -75.7% $136.72 +15.1%
232 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 999.0 $74K 0.02% -352.0 -26.1% $74.04 +8.3%
233 NRG NRG ENERGY INC Utilities 504.0 $74K 0.02% +480.0 +2000.0% $146.06 -21.6%
234 PAYP PAYPAY CORP Technology 5,122.0 $73K 0.02% NEW $14.33 +5.7%
235 TXN TEXAS INSTRS INC Technology 245.0 $73K 0.02% +181.0 +282.8% $298.07 -11.1%
236 VENTURE GLOBAL INC 6,537.0 $73K 0.02% +7K +10000.0% $11.13
237 ADSK AUTODESK INC Technology 374.0 $73K 0.02% +36.0 +10.7% $194.42 +38.3%
238 AEP AMERICAN ELEC PWR CO INC Utilities 531.0 $73K 0.02% +470.0 +770.5% $136.81 -10.3%
239 RMBS RAMBUS INC DEL Technology 544.0 $72K 0.02% +105.0 +23.9% $132.74 -32.2%
240 BLOCK INC 936.0 $71K 0.02% -211.0 -18.4% $76.00
Page 12 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%