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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 13 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AVT AVNET INC Technology 800.0 $71K 0.02% NEW $88.82 +3.0%
242 CAH CARDINAL HEALTH INC Healthcare 299.0 $71K 0.02% +278.0 +1323.8% $237.56 -1.0%
243 CVX CHEVRON CORPORATION Energy 422.0 $70K 0.02% -1K -74.1% $165.76 +20.4%
244 BHP BHP BILLITON LIMITED Basic Materials 817.0 $68K 0.02% +374.0 +84.4% $83.31 +15.7%
245 GDXJ VANECK ETF TRUST 683.0 $67K 0.02% NEW $98.25 +37.2%
246 BIDU BAIDU INC Communication Services 587.0 $67K 0.02% +98.0 +20.0% $114.29 -15.2%
247 UPST UPSTART HLDGS INC Financial Services 1,886.0 $67K 0.02% -67.0 -3.4% $35.43 -14.0%
248 ECG EVERUS CONSTR GROUP Industrials 400.0 $66K 0.01% NEW $165.95 -27.1%
249 DASH DOORDASH INC Communication Services 356.0 $66K 0.01% +330.0 +1269.2% $184.53 +25.7%
250 RVMD REVOLUTION MEDICINES INC Healthcare 350.0 $66K 0.01% NEW $187.28 +18.1%
251 ARW ARROW ELECTRS INC Technology 300.0 $64K 0.01% +294.0 +4900.0% $213.41 -2.1%
252 CSCO CISCO SYS INC Technology 541.0 $64K 0.01% -95.0 -14.9% $117.46 -4.5%
253 JLL JONES LANG LASALLE INC Real Estate 202.0 $63K 0.01% NEW $309.95 +22.2%
254 TGT TARGET CORP Consumer Defensive 469.0 $61K 0.01% -318.0 -40.4% $130.61 +27.0%
255 WBD WARNER BROS DISCOVERY INC Communication Services 2,212.0 $59K 0.01% +900.0 +68.6% $26.66 +8.3%
256 DIS DISNEY WALT CO Communication Services 611.0 $59K 0.01% -7K -91.6% $96.25 +11.0%
257 ABBV ABBVIE INC Healthcare 233.0 $59K 0.01% +104.0 +80.6% $251.64 +2.5%
258 LEIDOS HOLDINGS INC 551.0 $57K 0.01% +392.0 +246.5% $102.97
259 EIX EDISON INTL Utilities 753.0 $56K 0.01% -69.0 -8.4% $74.45 -1.0%
260 AXP AMERICAN EXPRESS CO Financial Services 165.0 $56K 0.01% -200.0 -54.8% $338.25 -1.2%
Page 13 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%