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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $308M AUM 892 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New
Page 15 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WING WINGSTOP INC Consumer Cyclical 143.0 $34K 0.01% NEW $238.49 -33.8%
282 POOL POOL CORP Industrials 149.0 $34K 0.01% NEW $228.75 -19.7%
283 FTAI AVIATION LTD 173.0 $34K 0.01% NEW $196.85
284 AR ANTERO RESOURCES CORP Energy 981.0 $34K 0.01% NEW $34.46 +4.7%
285 WBD WARNER BROS DISCOVERY INC Communication Services 1,160.0 $33K 0.01% NEW $28.82 -6.3%
286 SRLN SSGA ACTIVE ETF TR 798.0 $33K 0.01% NEW $41.27 -1.7%
287 FORTINET INC 411.0 $33K 0.01% NEW $79.41
288 TTMI TTM TECHNOLOGIES INC Technology 469.0 $32K 0.01% NEW $69.00 +149.9%
289 COF CAPITAL ONE FINL CORP Financial Services 130.0 $32K 0.01% NEW $242.36 -22.2%
290 KR KROGER CO Consumer Defensive 500.0 $31K 0.01% NEW $62.48 +0.5%
291 VWO VANGUARD INTL EQUITY INDEX F FTSE 561.0 $30K 0.01% NEW $53.76 +11.4%
292 VHT VANGUARD WORLD FD 104.0 $30K 0.01% NEW $287.85 -2.6%
293 FUTU FUTU HLDGS LTD Financial Services 182.0 $30K 0.01% NEW $164.21 -36.5%
294 SATS ECHOSTAR CORP Technology 271.0 $29K 0.01% NEW $108.70 +13.4%
295 FOX FOX CORP Communication Services 452.0 $29K 0.01% NEW $64.93 -9.8%
296 CRS CARPENTER TECHNOLOGY CORP Industrials 92.0 $29K 0.01% NEW $314.84 +46.7%
297 LEIDOS HOLDINGS INC 160.0 $29K 0.01% NEW $180.40
298 DECK DECKERS OUTDOOR CORP Consumer Cyclical 277.0 $29K 0.01% NEW $103.67 +10.2%
299 MCK MCKESSON CORP Healthcare 35.0 $29K 0.01% NEW $820.29 -8.0%
300 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 728.0 $29K 0.01% NEW $39.31 -23.1%
Page 15 of 45  ·  892 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 47.2%
Financial Services 17.3%
Communication Services 14.2%
Consumer Cyclical 8.9%
Healthcare 3.6%
Basic Materials 3.3%
Industrials 2.3%
Utilities 1.3%
Energy 1.0%
Consumer Defensive 0.9%