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 15 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 WBD WARNER BROS DISCOVERY INC Communication Services 1,312.0 $36K 0.01% +152.0 +13.1% $27.46 -1.2%
282 MKSI MKS INC. Technology 155.0 $36K 0.01% +143.0 +1191.7% $229.81 +40.7%
283 HBM HUDBAY MINERALS INC Basic Materials 1,702.0 $36K 0.01% +1K +256.1% $20.90 +35.1%
284 CRSP CRISPR THERAPEUTICS AG Healthcare 744.0 $35K 0.01% -435.0 -36.9% $47.57 +18.5%
285 TFX TELEFLEX INCORPORATED Healthcare 291.0 $35K 0.01% +289.0 +10000.0% $119.61 +8.4%
286 HUM HUMANA INC Healthcare 200.0 $35K 0.01% NEW $173.39 +78.0%
287 LMND LEMONADE INC Financial Services 552.0 $35K 0.01% +356.0 +181.6% $62.68 -7.4%
288 MOS MOSAIC CO Basic Materials 1,332.0 $34K 0.01% +368.0 +38.2% $25.50 -5.6%
289 FDX FEDEX CORP Industrials 95.0 $34K 0.01% -181.0 -65.6% $356.18 +15.5%
290 SMCI SUPER MICRO COMPUTER INC Technology 1,462.0 $33K 0.01% -909.0 -38.3% $22.77 +81.3%
291 SATS ECHOSTAR CORP Technology 282.0 $33K 0.01% +11.0 +4.1% $117.07 +12.0%
292 SPGI S&P GLOBAL INC Financial Services 76.0 $32K 0.01% +59.0 +347.1% $425.34 -1.8%
293 BHP BHP BILLITON LIMITED Basic Materials 443.0 $32K 0.01% +152.0 +52.2% $72.74 +20.7%
294 PTC PTC INC Technology 225.0 $32K 0.01% $142.49 -2.6%
295 TMDX TRANSMEDICS GROUP INC Healthcare 322.0 $32K 0.01% -100.0 -23.7% $99.41 -31.8%
296 SAP SAP SE Technology 186.0 $32K 0.01% -153.0 -45.1% $171.21 +2.5%
297 RIO RIO TINTO PLC Basic Materials 330.0 $31K 0.01% -3K -91.4% $93.29 +14.1%
298 GD GENERAL DYNAMICS CORP Industrials 89.0 $31K 0.01% +67.0 +304.6% $343.22 +1.7%
299 OKTA OKTA INC Technology 387.0 $30K 0.01% -303.0 -43.9% $78.71 +20.3%
300 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 890.0 $30K 0.01% NEW $33.95 +2.3%
Page 15 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%