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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $430M AUM 914 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 121 New 327 Added 356 Reduced 86 Exited
Page 18 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 XLV SELECT SECTOR SPDR TR 162.0 $26K 0.01% -279.0 -63.3% $158.66 +8.2%
342 IWM ISHARES TR 85.0 $26K 0.01% -259.0 -75.3% $300.45 -0.2%
343 SAIC SCIENCE APPLICATIONS INTL CO Technology 228.0 $25K 0.01% $110.41 +16.8%
344 JBL JABIL INC Technology 65.0 $25K 0.01% +45.0 +225.0% $385.48 -19.0%
345 ITA ISHARES TR 102.0 $25K 0.01% NEW $242.42 -3.4%
346 AIRR FIRST TR EXCHANGE TRADED FD 185.0 $25K 0.01% NEW $133.25 -15.4%
347 VIST VISTA ENERGY S.A.B. DE C.V. Energy 384.0 $24K 0.01% -24K -98.4% $63.80 +10.7%
348 BKNG BOOKING HOLDINGS INC Consumer Cyclical 135.0 $24K 0.01% +108.0 +400.0% $178.24 +13.6%
349 USAR USA RARE EARTH INC Basic Materials 1,112.0 $24K 0.01% NEW $21.58 -10.8%
350 GRID FIRST TR EXCHANGE-TRADED FD 125.0 $24K 0.01% NEW $191.75 -5.2%
351 TPL TEXAS PACIFIC LAND CORPORATI Energy 54.0 $24K 0.01% -2.0 -3.6% $437.65 -15.5%
352 RIO RIO TINTO PLC Basic Materials 245.0 $23K 0.01% -85.0 -25.8% $94.93 +10.4%
353 PTC PTC INC Technology 203.0 $23K 0.01% -22.0 -9.8% $113.61 +39.9%
354 NXPI NXP SEMICONDUCTORS N V Technology 81.0 $23K 0.01% +57.0 +237.5% $281.02 -19.6%
355 HCA HCA HEALTHCARE INC Healthcare 58.0 $23K 0.01% +50.0 +625.0% $389.90 +7.6%
356 LHX L3HARRIS TECHNOLOGIES INC Industrials 76.0 $22K 0.01% +45.0 +145.2% $290.59 -9.8%
357 ACLS AXCELIS TECHNOLOGIES INC Technology 116.0 $22K 0.01% $189.45 -35.4%
358 Q QNITY ELECTRONICS INC Technology 134.0 $22K 0.01% -46.0 -25.6% $163.31 -22.6%
359 CPNG COUPANG INC Consumer Cyclical 1,255.0 $22K 0.01% -755.0 -37.6% $17.37 -6.6%
360 DY DYCOM INDS INC Industrials 43.0 $22K 0.01% +10.0 +30.3% $505.58 -39.1%
Page 18 of 46  ·  914 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 75.8%
Financial Services 7.3%
Consumer Cyclical 5.1%
Communication Services 4.1%
Industrials 2.6%
Healthcare 2.0%
Utilities 1.1%
Basic Materials 1.0%
Consumer Defensive 0.6%
Energy 0.3%