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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 17 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NVT NVENT ELECTRIC PLC Industrials 225.0 $23K 0.01% NEW $101.97 +60.5%
322 ZTS ZOETIS INC Healthcare 175.0 $22K 0.01% NEW $125.82 -38.3%
323 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 1,656.0 $22K 0.01% NEW $13.24 -32.5%
324 ASX ASE TECHNOLOGY HLDG CO LTD Technology 1,350.0 $22K 0.01% NEW $16.10 +139.1%
325 DXCM DEXCOM INC Healthcare 326.0 $22K 0.01% NEW $66.37 +10.0%
326 AMGN AMGEN INC Healthcare 66.0 $22K 0.01% NEW $327.30 +2.4%
327 PWR QUANTA SVCS INC Industrials 51.0 $22K 0.01% NEW $422.06 +67.5%
328 LNG CHENIERE ENERGY INC Energy 110.0 $21K 0.01% NEW $194.39 +16.2%
329 MMM 3M CO Industrials 132.0 $21K 0.01% NEW $160.10 -3.8%
330 GAMESTOP CORP NEW 1,045.0 $21K 0.01% NEW $20.08
331 EL LAUDER ESTEE COS INC Consumer Defensive 200.0 $21K 0.01% NEW $104.72 -13.4%
332 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 122.0 $21K 0.01% NEW $171.28 +112.5%
333 XLF SELECT SECTOR SPDR TR 376.0 $21K 0.01% NEW $54.77 -5.9%
334 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 71.0 $20K 0.01% NEW $287.25 +16.4%
335 C CITIGROUP INC Financial Services 174.0 $20K 0.01% NEW $116.69 +7.6%
336 EPAM EPAM SYS INC Technology 97.0 $20K 0.01% NEW $204.88 -50.2%
337 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 40.0 $19K 0.01% NEW $487.25 +14.4%
338 DUK DUKE ENERGY CORP NEW Utilities 165.0 $19K 0.01% NEW $117.21 +5.3%
339 SPAB SPDR SERIES TRUST 750.0 $19K 0.01% NEW $25.75 -0.8%
340 VCLT VANGUARD SCOTTSDALE FDS 254.0 $19K 0.01% NEW $75.85 -0.4%
Page 17 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%