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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 20 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PM PHILIP MORRIS INTL INC Consumer Defensive 99.0 $18K 0.00% +42.0 +73.7% $180.91 +5.3%
382 UMC UNITED MICROELECTRONICS CORP Technology 655.0 $18K 0.00% NEW $27.21 -29.9%
383 LQD ISHARES TR 161.0 $18K 0.00% +70.0 +76.9% $109.07 -2.1%
384 C CITIGROUP INC Financial Services 123.0 $17K 0.00% +30.0 +32.3% $139.96 -5.2%
385 BNDX VANGUARD CHARLOTTE FDS 350.0 $17K 0.00% -8.0 -2.2% $48.43 -1.5%
386 VCLT VANGUARD SCOTTSDALE FDS 225.0 $17K 0.00% -266.0 -54.2% $75.25 -3.5%
387 VLO VALERO ENERGY CORP Energy 65.0 $17K 0.00% -97.0 -59.9% $260.45 +33.1%
388 CF CF INDUSTRIES HOLD Basic Materials 154.0 $17K 0.00% -426.0 -73.5% $108.26 +16.1%
389 HD HOME DEPOT INC Consumer Cyclical 47.0 $17K 0.00% -122.0 -72.2% $352.68 -6.8%
390 GVA GRANITE CONSTR INC Industrials 103.0 $16K 0.00% NEW $158.08 -21.1%
391 SPYM SPDR SERIES TRUST 185.0 $16K 0.00% +27.0 +17.1% $87.88 +3.3%
392 WDAY WORKDAY INC Technology 132.0 $16K 0.00% -41.0 -23.7% $122.42 +58.1%
393 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 30.0 $16K 0.00% -2.0 -6.2% $536.97 +1.3%
394 FRO FRONTLINE PLC Energy 462.0 $16K 0.00% -277.0 -37.5% $34.79 +25.8%
395 VDE VANGUARD WORLD FD 107.0 $16K 0.00% -194.0 -64.5% $150.13 +17.1%
396 TJX TJX COS INC NEW Consumer Cyclical 106.0 $16K 0.00% -35.0 -24.8% $151.50 -11.4%
397 MMM 3M CO Industrials 97.0 $16K 0.00% -18.0 -15.7% $161.91 +10.5%
398 CPB THE CAMPBELLS COMPANY Consumer Defensive 703.0 $16K 0.00% +701.0 +10000.0% $22.27 +4.5%
399 CMCSA COMCAST CORP NEW Communication Services 635.0 $16K 0.00% NEW $24.55 +7.6%
400 FOX FOX CORP 327.0 $15K 0.00% -192.0 -37.0% $46.84
Page 20 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%