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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 20 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WMB WILLIAMS COS INC Energy 237.0 $14K 0.01% NEW $60.11 +18.8%
382 UAL UNITED AIRLS HLDGS INC Industrials 125.0 $14K 0.01% NEW $111.82 +4.6%
383 LMND LEMONADE INC Financial Services 196.0 $14K 0.01% NEW $71.18 -19.0%
384 CTAS CINTAS CORP Industrials 74.0 $14K 0.01% NEW $188.07 -8.6%
385 INFY INFOSYS LTD Technology 778.0 $14K 0.00% NEW $17.82 -30.5%
386 HDV ISHARES TR 113.0 $14K 0.00% NEW $121.61 -77.5%
387 DHR DANAHER CORPORATION Healthcare 60.0 $14K 0.00% NEW $228.92 -20.1%
388 DOW DOW INC Basic Materials 582.0 $14K 0.00% NEW $23.38 +46.0%
389 BLDR BUILDERS FIRSTSOURCE INC Industrials 132.0 $14K 0.00% NEW $102.89 -25.8%
390 OMF ONEMAIN HLDGS INC Financial Services 201.0 $14K 0.00% NEW $67.55 -19.1%
391 IDXX IDEXX LABS INC Healthcare 20.0 $14K 0.00% NEW $676.55 -15.9%
392 FRMI FERMI INC Utilities 1,676.0 $13K 0.00% NEW $8.00 -16.8%
393 SPYM SPDR SERIES TRUST 167.0 $13K 0.00% NEW $80.22 +11.0%
394 SBSW SIBANYE STILLWATER LTD Basic Materials 935.0 $13K 0.00% NEW $14.25 -15.1%
395 ESLT ELBIT SYS LTD Industrials 23.0 $13K 0.00% NEW $577.70 +50.6%
396 DT DYNATRACE INC Technology 306.0 $13K 0.00% NEW $43.34 -2.6%
397 GILD GILEAD SCIENCES INC Healthcare 108.0 $13K 0.00% NEW $122.74 +10.8%
398 FLEX FLEX LTD Technology 216.0 $13K 0.00% NEW $60.42 +150.8%
399 IDCC INTERDIGITAL INC Technology 40.0 $13K 0.00% NEW $318.38 -21.0%
400 ARGX ARGENX SE Healthcare 15.0 $13K 0.00% NEW $840.93 -0.2%
Page 20 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%