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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 18 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FORTINET INC 269.0 $22K 0.01% -142.0 -34.5% $81.72
342 NVT NVENT ELEC PLC Industrials 184.0 $22K 0.01% -41.0 -18.2% $118.28 +38.5%
343 SAIC SCIENCE APPLICATIONS INTL CO Technology 228.0 $22K 0.01% -10.0 -4.2% $94.92 +10.8%
344 WAL WESTERN ALLIANCE BANCORP Financial Services 301.0 $21K 0.01% NEW $70.85 +12.5%
345 OSCR OSCAR HEALTH INC Healthcare 1,830.0 $21K 0.01% -4K -69.4% $11.47 +95.2%
346 VALE VALE S A Basic Materials 1,312.0 $21K 0.01% -7K -84.2% $15.91 +2.8%
347 Q QNITY ELECTRONICS INC Technology 180.0 $21K 0.01% NEW $115.38 +34.8%
348 ASX ASE TECHNOLOGY HLDG CO LTD Technology 947.0 $21K 0.01% -403.0 -29.9% $21.68 +76.5%
349 STRL STERLING INFRASTRUCTURE INC Industrials 49.0 $20K 0.01% -140.0 -74.1% $407.27 +111.2%
350 ETN EATON CORP PLC Industrials 55.0 $20K 0.01% -29.0 -34.5% $357.67 +11.6%
351 IEX IDEX CORP Industrials 103.0 $20K 0.01% +102.0 +10000.0% $189.55 +11.9%
352 PPL PPL CORP Utilities 500.0 $19K 0.01% +429.0 +604.2% $38.20 -7.6%
353 HPQ HP INC Technology 992.0 $19K 0.01% NEW $19.21 +41.8%
354 BUNGE GLOBAL SA 148.0 $19K 0.01% +145.0 +4833.3% $127.20
355 ON ON SEMICONDUCTOR CORP Technology 302.0 $19K 0.01% +177.0 +141.6% $61.92 +93.6%
356 TCOM TRIP COM GROUP LTD Consumer Cyclical 370.0 $18K 0.01% NEW $49.79 -3.7%
357 BWXT BWX TECHNOLOGIES INC Industrials 90.0 $18K 0.01% -193.0 -68.2% $204.49 -4.1%
358 FTAI AVIATION LTD 75.0 $18K 0.01% -98.0 -56.6% $245.00
359 STZ CONSTELLATION BRANDS INC Consumer Defensive 121.0 $18K 0.01% +2.0 +1.7% $150.00 -7.0%
360 LEU CENTRUS ENERGY CORP Energy 104.0 $18K 0.01% NEW $173.59 +6.2%
Page 18 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%