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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 15 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FSLR FIRST SOLAR INC Energy 188.0 $44K 0.01% -15.0 -7.4% $235.96 -11.0%
282 EL LAUDER ESTEE COS INC Consumer Defensive 552.0 $44K 0.01% -315.0 -36.3% $78.95 +34.5%
283 LULU LULULEMON ATHLETICA INC Consumer Cyclical 379.0 $43K 0.01% +20.0 +5.6% $114.18 +0.7%
284 VSAT VIASAT INC Technology 479.0 $43K 0.01% NEW $89.81 -19.0%
285 DOCN DIGITALOCEAN HLDGS INC Technology 272.0 $43K 0.01% -171.0 -38.6% $157.03 -22.5%
286 NVT NVENT ELEC PLC Industrials 249.0 $42K 0.01% +65.0 +35.3% $169.61 -8.3%
287 GIS GENERAL MILLS INC Consumer Defensive 1,204.0 $42K 0.01% +584.0 +94.2% $34.80 +16.2%
288 MAT MATTEL INC Consumer Cyclical 3,000.0 $42K 0.01% $13.88 +7.5%
289 ONTO ONTO INNOVATION INC Technology 107.0 $40K 0.01% +79.0 +282.1% $378.45 -22.7%
290 MOD MODINE MFG CO Consumer Cyclical 150.0 $40K 0.01% +38.0 +33.9% $267.02 -30.2%
291 CRSP CRISPR THERAPEUTICS AG Healthcare 731.0 $40K 0.01% -13.0 -1.8% $54.54 +8.9%
292 SMCI SUPER MICRO COMPUTER INC Technology 1,357.0 $40K 0.01% -105.0 -7.2% $29.33 +31.1%
293 MKSI MKS INC. Technology 89.0 $40K 0.01% -66.0 -42.6% $444.80 -39.1%
294 DIA STATE STR SPDR DOW JONES IND Financial Services 75.0 $39K 0.01% -1K -93.5% $522.39 +2.5%
295 SBUX STARBUCKS CORP Consumer Cyclical 383.0 $39K 0.01% +90.0 +30.7% $102.19 +5.0%
296 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,145.0 $39K 0.01% -320.0 -21.8% $34.00 +9.5%
297 OKE ONEOK INC NEW Energy 446.0 $39K 0.01% +135.0 +43.4% $86.94 +8.9%
298 RGLD ROYAL GOLD INC Basic Materials 194.0 $39K 0.01% +51.0 +35.7% $199.61 +34.7%
299 BNTX BIONTECH SE Healthcare 416.0 $39K 0.01% $93.05 +19.7%
300 KMI KINDER MORGAN INC DEL Energy 1,193.0 $38K 0.01% +83.0 +7.5% $31.97 -1.3%
Page 15 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%