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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 22 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 YMM FULL TRUCK ALLIANCE CO LTD Technology 1,021.0 $11K 0.00% NEW $10.73 -17.3%
422 SCHW SCHWAB CHARLES CORP Financial Services 109.0 $11K 0.00% NEW $99.91 -13.0%
423 NUE NUCOR CORP Basic Materials 66.0 $11K 0.00% NEW $163.11 +52.8%
424 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 431.0 $11K 0.00% NEW $24.40 -23.5%
425 SO SOUTHERN CO Utilities 120.0 $10K 0.00% NEW $87.20 +5.2%
426 ETORO GROUP LTD 295.0 $10K 0.00% NEW $35.13
427 AN AUTONATION INC Consumer Cyclical 50.0 $10K 0.00% NEW $206.48 -9.0%
428 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 134.0 $10K 0.00% NEW $76.67 +14.8%
429 NXPI NXP SEMICONDUCTORS N V Technology 47.0 $10K 0.00% NEW $217.06 +48.5%
430 XLE SELECT SECTOR SPDR TR 228.0 $10K 0.00% NEW $44.71 +25.3%
431 EVEREST GROUP LTD 30.0 $10K 0.00% NEW $339.37
432 ESTC ELASTIC N V Technology 133.0 $10K 0.00% NEW $75.44 -18.9%
433 JNK SPDR SERIES TRUST 102.0 $10K 0.00% NEW $97.21 -0.4%
434 MGK VANGUARD WORLD FD 24.0 $10K 0.00% NEW $412.75 -77.9%
435 IEF ISHARES TR 103.0 $10K 0.00% NEW $96.16 -1.5%
436 SNAP SNAP INC Communication Services 1,196.0 $10K 0.00% NEW $8.07 -28.0%
437 TFC TRUIST FINL CORP Financial Services 196.0 $10K 0.00% NEW $49.21 -2.9%
438 VRTX VERTEX PHARMACEUTICALS INC Healthcare 21.0 $10K 0.00% NEW $453.38 -1.1%
439 HBM HUDBAY MINERALS INC Basic Materials 478.0 $9K 0.00% NEW $19.85 +45.8%
440 CYBERARK SOFTWARE LTD 21.0 $9K 0.00% NEW $446.05
Page 22 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%