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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 13 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HAL HALLIBURTON CO Energy 1,253.0 $49K 0.02% +1K +2623.9% $38.99 +0.9%
242 DAL DELTA AIR LINES INC Industrials 733.0 $49K 0.02% +179.0 +32.3% $66.48 +24.1%
243 XLU SELECT SECTOR SPDR TR 1,060.0 $49K 0.02% +917.0 +641.3% $45.89 -2.8%
244 CDNS CADENCE DESIGN SYSTEM INC Technology 175.0 $49K 0.02% +12.0 +7.4% $277.87 +34.5%
245 HWM HOWMET AEROSPACE INC Industrials 209.0 $48K 0.02% -168.0 -44.6% $230.46 +12.8%
246 AES AES CORP Utilities 3,395.0 $48K 0.02% +3K +2801.7% $14.09 +4.3%
247 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 655.0 $48K 0.02% +614.0 +1497.6% $72.69 +10.1%
248 PSX PHILLIPS 66 Energy 258.0 $47K 0.02% +256.0 +10000.0% $182.18 -3.0%
249 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,465.0 $47K 0.02% -1K -43.6% $32.01 +1.3%
250 CIFR CIPHER DIGITAL INC Financial Services 3,548.0 $46K 0.02% -9K -71.4% $12.86 +91.1%
251 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 564.0 $45K 0.02% +481.0 +579.5% $80.56 -15.2%
252 PINS PINTEREST INC Communication Services 2,476.0 $45K 0.02% -10K -80.3% $18.34 +12.6%
253 MDB MONGODB INC Technology 180.0 $44K 0.02% -614.0 -77.3% $244.77 +33.1%
254 AZO AUTOZONE INC Consumer Cyclical 13.0 $44K 0.02% NEW $3377.77 -11.0%
255 MAT MATTEL INC Consumer Cyclical 3,000.0 $44K 0.02% NEW $14.53 +2.5%
256 TME TENCENT MUSIC ENTMT GROUP Communication Services 4,642.0 $43K 0.02% +5K +3768.3% $9.28 -2.0%
257 BAC BANK AMERICA CORP Financial Services 881.0 $43K 0.02% -12.0 -1.3% $48.75 +4.1%
258 IOT SAMSARA INC Technology 1,343.0 $43K 0.02% -125.0 -8.5% $31.69 -0.4%
259 MTZ MASTEC INC Industrials 130.0 $42K 0.02% +55.0 +73.3% $321.74 +19.1%
260 ONON ON HLDG AG Consumer Cyclical 1,211.0 $41K 0.02% -12K -91.0% $34.01 +16.9%
Page 13 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%