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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 17 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 TPL TEXAS PACIFIC LAND CORPORATI Energy 56.0 $27K 0.01% -10.0 -15.2% $474.55 -17.0%
322 Z ZILLOW GROUP INC Communication Services 637.0 $26K 0.01% +517.0 +430.8% $41.38 -14.9%
323 ACHR ARCHER AVIATION INC Industrials 5,093.0 $26K 0.01% -26K -83.4% $5.17 +30.4%
324 SBUX STARBUCKS CORP Consumer Cyclical 293.0 $26K 0.01% -212.0 -42.0% $89.59 +10.6%
325 PRU PRUDENTIAL FINL INC Financial Services 265.0 $26K 0.01% +259.0 +4316.7% $97.69 +4.3%
326 FRO FRONTLINE PLC Energy 739.0 $26K 0.01% NEW $34.86 -1.4%
327 FUTU FUTU HLDGS LTD Financial Services 186.0 $25K 0.01% +4.0 +2.2% $136.76 -22.2%
328 NOC NORTHROP GRUMMAN CORP Industrials 37.0 $25K 0.01% -13.0 -26.0% $682.24 -17.8%
329 OWL BLUE OWL CAPITAL INC Financial Services 2,716.0 $25K 0.01% +2K +770.5% $9.13 +12.8%
330 LEIDOS HOLDINGS INC 159.0 $25K 0.01% -1.0 -0.6% $155.52
331 MOD MODINE MFG CO Consumer Cyclical 112.0 $24K 0.01% +107.0 +2140.0% $216.71 +26.8%
332 EOG EOG RES INC Energy 166.0 $24K 0.01% +148.0 +822.2% $144.57 -7.9%
333 APLD APPLIED DIGITAL CORP Technology 1,000.0 $24K 0.01% NEW $23.74 +97.9%
334 SPYG SPDR SERIES TRUST 242.0 $24K 0.01% -127.0 -34.4% $97.91 +23.9%
335 SEDG SOLAREDGE TECHNOLOGIES INC Energy 458.0 $23K 0.01% -500.0 -52.2% $51.05 +50.4%
336 GIS GENERAL MILLS INC Consumer Defensive 620.0 $23K 0.01% +280.0 +82.3% $37.22 -8.0%
337 RSP INVESCO EXCHANGE TRADED FD T 119.0 $23K 0.01% +28.0 +30.8% $191.92 +8.9%
338 VEU VANGUARD INTL EQUITY INDEX F 302.0 $23K 0.01% +292.0 +2920.0% $75.10 +11.9%
339 TJX TJX COS INC NEW Consumer Cyclical 141.0 $23K 0.01% -28.0 -16.6% $159.70 -3.1%
340 WDAY WORKDAY INC Technology 173.0 $22K 0.01% +2.0 +1.2% $129.92 +11.6%
Page 17 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%