BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $241M AUM 879 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 312 Added 394 Reduced 86 Exited
Page 20 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VEA VANGUARD TAX-MANAGED FDS 212.0 $14K 0.01% +209.0 +6966.7% $64.08 +12.0%
382 TOST TOAST INC Technology 510.0 $14K 0.01% +100.0 +24.4% $26.51 -1.4%
383 F FORD MTR CO Consumer Cyclical 1,147.0 $13K 0.01% +908.0 +379.9% $11.54 +52.6%
384 VIG VANGUARD SPECIALIZED FUNDS 61.0 $13K 0.01% +6.0 +10.9% $215.07 +8.8%
385 EVEREST GROUP LTD 40.0 $13K 0.01% +10.0 +33.3% $326.85
386 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 82.0 $13K 0.01% -27.0 -24.8% $157.28 -4.9%
387 DHI D R HORTON INC Consumer Cyclical 93.0 $13K 0.01% -517.0 -84.8% $137.22 +8.5%
388 BSX BOSTON SCIENTIFIC CORP Healthcare 202.0 $13K 0.01% +23.0 +12.8% $62.75 -22.9%
389 ROAD CONSTRUCTION PARTNERS INC Industrials 113.0 $13K 0.01% +111.0 +5550.0% $111.12 +5.2%
390 EME EMCOR GROUP INC Industrials 17.0 $13K 0.01% -9.0 -34.6% $738.29 +11.5%
391 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 137.0 $13K 0.01% $91.37 -15.5%
392 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 1,478.0 $12K 0.01% +568.0 +62.4% $8.45 +63.1%
393 TXN TEXAS INSTRS INC Technology 64.0 $12K 0.01% -143.0 -69.1% $194.14 +58.0%
394 SM SM ENERGY COMPANY Energy 397.0 $12K 0.01% NEW $31.18 -2.5%
395 DHR DANAHER CORP DEL Healthcare 65.0 $12K 0.01% +5.0 +8.3% $189.60 -3.0%
396 SNX TD SYNNEX CORPORATION Technology 73.0 $12K 0.01% +63.0 +630.0% $168.71 +53.2%
397 TECHNIPFMC PLC 178.0 $12K 0.01% +158.0 +790.0% $69.13
398 PSTG EVERPURE INC Technology 208.0 $12K 0.01% -49.0 -19.1% $59.04 +46.0%
399 D DOMINION ENERGY INC Utilities 198.0 $12K 0.01% -10.0 -4.8% $61.82 +8.2%
400 FDS FACTSET RESH SYS INC Financial Services 56.0 $12K 0.01% +51.0 +1020.0% $216.98 +14.4%
Page 20 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 49.6%
Financial Services 14.4%
Consumer Cyclical 8.7%
Communication Services 8.1%
Healthcare 6.8%
Basic Materials 4.2%
Energy 3.0%
Industrials 2.7%
Utilities 1.3%
Consumer Defensive 1.1%