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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
Q2 2026 Q1 2026 · All 73 New 312 Added 394 Reduced
Page 2 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SLV ISHARES SILVER TR Financial Services 39,537.0 $2.7M 1.12% -41K -50.9% $68.14 -15.6%
22 NEM NEWMONT CORP Basic Materials 24,112.0 $2.6M 1.08% -37K -60.4% $108.25 +14.7%
23 COIN COINBASE GLOBAL INC Financial Services 14,932.0 $2.6M 1.08% -705.0 -4.5% $174.61 -1.4%
24 ORCL ORACLE CORP Technology 17,618.0 $2.6M 1.08% +5K +35.1% $147.11 -4.6%
25 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,655.0 $2.6M 1.07% +566.0 +8.0% $337.95 +22.4%
26 ASTS AST SPACEMOBILE INC Technology 31,087.0 $2.6M 1.07% -14K -30.6% $82.87 -29.1%
27 AMZN AMAZON COM INC Consumer Cyclical 12,048.0 $2.5M 1.04% +2K +19.9% $208.31 +19.3%
28 GS GOLDMAN SACHS GROUP INC Financial Services 2,675.0 $2.3M 0.94% -2K -46.0% $845.99 +15.4%
29 IONQ IONQ INC Technology 74,267.0 $2.1M 0.89% -51K -41.0% $28.83 +28.5%
30 GLD SPDR GOLD TR Financial Services 4,244.0 $1.8M 0.76% -778.0 -15.5% $430.29 -8.4%
31 VIST VISTA ENERGY S.A.B. DE C.V. Energy 24,079.0 $1.8M 0.76% NEW $75.47 +3.8%
32 APP APPLOVIN CORP Technology 4,557.0 $1.8M 0.75% -2K -29.6% $398.00 -16.7%
33 CRCL CIRCLE INTERNET GROUP INC Financial Services 19,003.0 $1.8M 0.75% -19K -50.0% $95.41 -9.5%
34 INTC INTEL CORP Technology 38,223.0 $1.7M 0.70% -12K -24.1% $44.13 +120.1%
35 LLY ELI LILLY & CO Healthcare 1,832.0 $1.7M 0.70% $919.77 +23.6%
36 PBR PETROLEO BRASILEIRO S A Energy 80,473.0 $1.7M 0.69% -69K -46.1% $20.75 +4.9%
37 AMD ADVANCED MICRO DEVICES INC Technology 8,020.0 $1.6M 0.68% -6K -43.5% $203.43 +147.8%
38 ARM ARM HOLDINGS PLC Technology 10,667.0 $1.6M 0.67% -6K -36.9% $151.28 +59.9%
39 AAPL APPLE INC Technology 6,125.0 $1.6M 0.65% -2K -26.8% $253.79 +30.6%
40 TLT ISHARES TR 17,495.0 $1.5M 0.63% -4K -18.9% $86.69 -6.9%
Page 2 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 52.8%
Financial Services 14.0%
Consumer Cyclical 8.5%
Healthcare 6.6%
Communication Services 6.0%
Basic Materials 4.1%
Energy 3.0%
Industrials 2.6%
Utilities 1.3%
Consumer Defensive 1.0%