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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 19 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DE DEERE & CO Industrials 34.0 $22K 0.01% +16.0 +88.9% $634.32 -1.8%
362 SMTC SEMTECH CORP Technology 133.0 $22K 0.01% +83.0 +166.0% $161.85 -12.0%
363 DOW DOW HLDGS INC Basic Materials 786.0 $22K 0.01% -553.0 -41.3% $27.36 +10.9%
364 TMDX TRANSMEDICS GROUP INC Healthcare 322.0 $21K 0.01% $66.42 +38.1%
365 ROK ROCKWELL AUTOMATION INC Industrials 42.0 $21K 0.01% -107.0 -71.8% $495.07 -12.5%
366 YPF YPF SOCIEDAD ANONIMA Energy 457.0 $21K 0.01% -898.0 -66.3% $45.47 +11.0%
367 PEGA PEGASYSTEMS INC Technology 679.0 $20K 0.01% +557.0 +456.6% $29.97 +19.8%
368 VIAV VIAVI SOLUTIONS INC Technology 417.0 $20K 0.01% +263.0 +170.8% $47.75 -19.5%
369 LI LI AUTO INC Consumer Cyclical 1,657.0 $19K 0.01% +1K +374.8% $11.74 +3.7%
370 DAL DELTA AIR LINES INC Industrials 207.0 $19K 0.01% -526.0 -71.8% $93.66 -13.4%
371 GAMESTOP CORP 863.0 $19K 0.00% NEW $22.08
372 ENTG ENTEGRIS INC Technology 105.0 $19K 0.00% +93.0 +775.0% $179.86 -19.2%
373 WMB WILLIAMS COS INC Energy 254.0 $19K 0.00% +14.0 +5.8% $74.34 -0.2%
374 LSCC LATTICE SEMICONDUCTOR CORP Technology 123.0 $19K 0.00% -27.0 -18.0% $152.96 -21.2%
375 CAMT CAMTEK LTD Technology 115.0 $19K 0.00% NEW $163.12 -11.2%
376 UI UBIQUITI INC Technology 35.0 $19K 0.00% +32.0 +1066.7% $534.03 +11.0%
377 AAL AMERICAN AIRLINES GROUP INC Industrials 1,031.0 $19K 0.00% -23K -95.7% $18.07 -24.1%
378 VOOG VANGUARD ADMIRAL FDS INC 225.0 $19K 0.00% NEW $82.62 +2.4%
379 BAC BANK OF AMER CORP Financial Services 323.0 $18K 0.00% -558.0 -63.3% $56.98 +7.4%
380 GTLB GITLAB INC Technology 598.0 $18K 0.00% -154.0 -20.5% $30.53 +46.8%
Page 19 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%