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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 22 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 XLC SELECT SECTOR SPDR TR 92.0 $10K 0.00% +40.0 +76.9% $110.86 +4.5%
422 DE DEERE & CO Industrials 18.0 $10K 0.00% -14.0 -43.8% $563.28 -3.2%
423 SLB SLB LIMITED Energy 197.0 $10K 0.00% +144.0 +271.7% $51.39 +7.1%
424 DD DUPONT DE NEMOURS INC Basic Materials 220.0 $10K 0.00% +193.0 +714.8% $45.80 +4.7%
425 GSAT GLOBALSTAR INC Communication Services 150.0 $10K 0.00% NEW $66.42 +26.9%
426 LQD ISHARES TR 91.0 $10K 0.00% +53.0 +139.5% $109.00 +0.5%
427 HII HUNTINGTON INGALLS INDS INC Industrials 26.0 $10K 0.00% +13.0 +100.0% $379.88 -19.2%
428 BMY BRISTOL-MYERS SQUIBB CO Healthcare 162.0 $10K 0.00% -750.0 -82.2% $60.65 -6.7%
429 JNK SPDR SERIES TRUST 102.0 $10K 0.00% $95.72 +1.1%
430 BLSH BULLISH Technology 271.0 $10K 0.00% -465.0 -63.2% $35.73 +0.6%
431 MDT MEDTRONIC PLC Healthcare 110.0 $10K 0.00% +58.0 +111.5% $86.65 -13.8%
432 PM PHILIP MORRIS INTL INC Consumer Defensive 57.0 $9K 0.00% -499.0 -89.8% $165.33 +6.5%
433 ARES ARES MANAGEMENT CORPORATION Financial Services 86.0 $9K 0.00% +84.0 +4200.0% $109.10 +18.3%
434 XLP SELECT SECTOR SPDR TR 113.0 $9K 0.00% +37.0 +48.7% $81.98 +1.4%
435 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 127.0 $9K 0.00% -7.0 -5.2% $72.46 +22.0%
436 PGR PROGRESSIVE CORP Financial Services 46.0 $9K 0.00% -9.0 -16.4% $198.24 -3.0%
437 MKC MCCORMICK & CO INC Consumer Defensive 180.0 $9K 0.00% +160.0 +800.0% $50.44 -5.3%
438 CPRT COPART INC Industrials 273.0 $9K 0.00% +50.0 +22.4% $33.20 -0.5%
439 VOD VODAFONE GROUP PLC Communication Services 601.0 $9K 0.00% +101.0 +20.2% $15.02 -0.4%
440 W WAYFAIR INC Consumer Cyclical 120.0 $9K 0.00% -658.0 -84.6% $75.21 -1.5%
Page 22 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%