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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 16 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NOC NORTHROP GRUMMAN CORP Industrials 50.0 $29K 0.01% NEW $570.22 -2.5%
302 KMI KINDER MORGAN INC DEL Energy 1,027.0 $28K 0.01% NEW $27.49 +14.0%
303 BLSH BULLISH Technology 736.0 $28K 0.01% NEW $37.87 -8.3%
304 SEDG SOLAREDGE TECHNOLOGIES INC Energy 958.0 $28K 0.01% NEW $28.85 +158.9%
305 BEN FRANKLIN RESOURCES INC Financial Services 1,150.0 $27K 0.01% NEW $23.89 +30.7%
306 EXPAND ENERGY CORPORATION 248.0 $27K 0.01% NEW $110.36
307 ETN EATON CORP PLC Industrials 84.0 $27K 0.01% NEW $318.51 +24.9%
308 FANG DIAMONDBACK ENERGY INC Energy 177.0 $27K 0.01% NEW $150.33 +28.9%
309 SITM SITIME CORP Technology 75.0 $26K 0.01% NEW $353.19 +95.7%
310 IT GARTNER INC Technology 104.0 $26K 0.01% NEW $252.28 -35.1%
311 TJX TJX COS INC NEW Consumer Cyclical 169.0 $26K 0.01% NEW $153.61 +1.1%
312 MNDY MONDAY COM LTD Technology 174.0 $26K 0.01% NEW $147.56 -44.9%
313 AEP AMERICAN ELEC PWR CO INC Utilities 222.0 $26K 0.01% NEW $115.31 +10.7%
314 DASH DOORDASH INC Communication Services 107.0 $24K 0.01% NEW $226.48 -29.8%
315 SAIC SCIENCE APPLICATIONS INTL CO Technology 238.0 $24K 0.01% NEW $100.66 +2.9%
316 RGLD ROYAL GOLD INC Basic Materials 107.0 $24K 0.01% NEW $222.29 -0.1%
317 HDB HDFC BANK LTD Financial Services 647.0 $24K 0.01% NEW $36.54 -34.3%
318 CME CME GROUP INC Financial Services 86.0 $23K 0.01% NEW $273.08 +2.3%
319 ENTERGY CORP NEW 254.0 $23K 0.01% NEW $92.43
320 MOS MOSAIC CO NEW Basic Materials 964.0 $23K 0.01% NEW $24.09 -0.7%
Page 16 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%