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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
Q1 2026 Q4 2025 · All 73 New 312 Added 394 Reduced 86 Exited
Page 21 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 450.0 $12K 0.01% $26.94 +24.4%
402 ICICI BANK LIMITED 467.0 $12K 0.01% -2K -77.5% $25.90
403 SPYM SPDR SERIES TRUST 158.0 $12K 0.01% -9.0 -5.4% $76.54 +16.4%
404 VICR VICOR CORP Technology 75.0 $12K 0.01% NEW $161.00 +102.4%
405 AN AUTONATION INC Consumer Cyclical 60.0 $12K 0.01% +10.0 +20.0% $195.27 -3.8%
406 BLDR BUILDERS FIRSTSOURCE INC Industrials 142.0 $12K 0.01% +10.0 +7.6% $82.33 -7.0%
407 OMC OMNICOM GROUP INC Communication Services 155.0 $12K 0.01% +1.0 +0.7% $75.31 -2.8%
408 DUK DUKE ENERGY CORP NEW Utilities 86.0 $11K 0.01% -79.0 -47.9% $130.94 -5.9%
409 IDXX IDEXX LABS INC Healthcare 20.0 $11K 0.01% $561.90 +0.6%
410 CYTK CYTOKINETICS INC Healthcare 170.0 $11K 0.01% +120.0 +240.0% $65.91 +15.9%
411 DY DYCOM INDS INC Industrials 33.0 $11K 0.01% +32.0 +3200.0% $338.82 +50.2%
412 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,574.0 $11K 0.01% -7K -81.7% $6.95 +53.8%
413 XLRE SELECT SECTOR SPDR TR 266.0 $11K 0.01% +57.0 +27.3% $40.83 +8.1%
414 OMF ONEMAIN HLDGS INC Financial Services 202.0 $11K 0.00% $53.49 +2.8%
415 ACLS AXCELIS TECHNOLOGIES INC Technology 116.0 $11K 0.00% -25.0 -17.7% $93.08 +61.9%
416 LHX L3HARRIS TECHNOLOGIES INC Industrials 31.0 $11K 0.00% -94.0 -75.2% $345.16 -8.9%
417 C CITIGROUP INC Financial Services 93.0 $11K 0.00% -81.0 -46.5% $113.41 +11.4%
418 ACM AECOM Industrials 124.0 $11K 0.00% +30.0 +31.9% $84.82 -16.7%
419 WFRD WEATHERFORD INTL PLC Energy 110.0 $10K 0.00% NEW $94.58 +9.4%
420 AKAM AKAMAI TECHNOLOGIES INC Technology 89.0 $10K 0.00% +88.0 +8800.0% $114.85 +29.7%
Page 21 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%