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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 18 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TPL TEXAS PACIFIC LAND CORPORATI Energy 66.0 $19K 0.01% NEW $287.23 +37.8%
342 ROIV ROIVANT SCIENCES LTD Healthcare 872.0 $19K 0.01% NEW $21.70 +38.8%
343 S SENTINELONE INC Technology 1,189.0 $18K 0.01% NEW $15.00 +6.9%
344 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 109.0 $18K 0.01% NEW $161.96 -8.7%
345 BNDX VANGUARD CHARLOTTE FDS 365.0 $18K 0.01% NEW $48.32 +0.0%
346 BHP BHP GROUP LTD Basic Materials 291.0 $18K 0.01% NEW $60.37 +47.3%
347 ROK ROCKWELL AUTOMATION INC Industrials 45.0 $18K 0.01% NEW $389.07 +16.3%
348 DPZ DOMINOS PIZZA INC Consumer Cyclical 42.0 $18K 0.01% NEW $416.81 -25.7%
349 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 30.0 $17K 0.01% NEW $582.33 -14.3%
350 RSP INVESCO EXCHANGE TRADED FD T S&P50 91.0 $17K 0.01% NEW $191.56 +9.1%
351 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 137.0 $17K 0.01% NEW $125.87 -38.0%
352 PSTG PURE STORAGE INC Technology 257.0 $17K 0.01% NEW $67.01 +28.7%
353 BSX BOSTON SCIENTIFIC CORP Healthcare 179.0 $17K 0.01% NEW $95.35 -48.8%
354 URI UNITED RENTALS INC Industrials 21.0 $17K 0.01% NEW $809.33 +22.8%
355 CHYM CHIME FINL INC Financial Services 666.0 $17K 0.01% NEW $25.17 -25.7%
356 RMD RESMED INC Healthcare 69.0 $17K 0.01% NEW $240.87 -17.5%
357 STLA STELLANTIS N.V Consumer Cyclical 1,517.0 $17K 0.01% NEW $10.89 -26.2%
358 STZ CONSTELLATION BRANDS INC Consumer Defensive 119.0 $16K 0.01% NEW $137.96 +1.2%
359 MTZ MASTEC INC Industrials 75.0 $16K 0.01% NEW $217.37 +70.5%
360 IBB ISHARES TR 96.0 $16K 0.01% NEW $168.77 +2.0%
Page 18 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%