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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 19 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EQNR EQUINOR ASA Energy 683.0 $16K 0.01% NEW $23.63 +52.3%
362 KVYO KLAVIYO INC Technology 493.0 $16K 0.01% NEW $32.47 -52.9%
363 PSN PARSONS CORP DEL Industrials 259.0 $16K 0.01% NEW $61.80 -4.7%
364 VDE VANGUARD WORLD FD 127.0 $16K 0.01% NEW $125.92 +26.4%
365 TDG TRANSDIGM GROUP INC Industrials 12.0 $16K 0.01% NEW $1329.83 -5.2%
366 EME EMCOR GROUP INC Industrials 26.0 $16K 0.01% NEW $611.81 +35.1%
367 CE CELANESE CORP DEL Basic Materials 375.0 $16K 0.01% NEW $42.28 +26.0%
368 GIS GENERAL MLS INC Consumer Defensive 340.0 $16K 0.01% NEW $46.50 -26.8%
369 BAP CREDICORP LTD Financial Services 54.0 $15K 0.01% NEW $287.00 +20.7%
370 RRX REGAL REXNORD CORPORATION Industrials 110.0 $15K 0.01% NEW $140.32 +42.7%
371 KD KYNDRYL HLDGS INC Technology 581.0 $15K 0.01% NEW $26.56 -55.0%
372 AA ALCOA CORP Basic Materials 287.0 $15K 0.01% NEW $53.14 +43.0%
373 DE DEERE & CO Industrials 32.0 $15K 0.01% NEW $465.56 +16.5%
374 OKE ONEOK INC NEW Energy 202.0 $15K 0.01% NEW $73.50 +15.2%
375 TOST TOAST INC Technology 410.0 $15K 0.01% NEW $35.51 -27.3%
376 NTES NETEASE INC Technology 105.0 $14K 0.01% NEW $137.62 -10.0%
377 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 159.0 $14K 0.01% NEW $90.70 +1.2%
378 LCID LUCID GROUP INC Consumer Cyclical 1,361.0 $14K 0.01% NEW $10.57 -38.6%
379 STT STATE STR CORP Financial Services 111.0 $14K 0.01% NEW $129.01 +21.8%
380 CPB THE CAMPBELLS COMPANY Consumer Defensive 512.0 $14K 0.01% NEW $27.87 -24.6%
Page 19 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%