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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 22 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WWD WOODWARD INC Industrials 33.0 $14K 0.00% +32.0 +3200.0% $425.45 -18.6%
422 BEN FRANKLIN RESOURCES INC Financial Services 419.0 $14K 0.00% +69.0 +19.7% $33.27 +4.7%
423 VRTX VERTEX PHARMACEUTICALS INC Healthcare 28.0 $14K 0.00% +8.0 +40.0% $496.71 +10.2%
424 CACI CACI INTL INC Technology 30.0 $14K 0.00% +26.0 +650.0% $463.27 +36.8%
425 IDCC INTERDIGITAL INC Technology 49.0 $14K 0.00% +39.0 +390.0% $283.12 +18.2%
426 DKNG DRAFTKINGS INC NEW Consumer Cyclical 548.0 $14K 0.00% -755.0 -57.9% $25.26 -4.1%
427 OMF ONEMAIN HLDGS INC Financial Services 227.0 $14K 0.00% +25.0 +12.4% $60.97 +4.8%
428 URI UNITED RENTALS INC Industrials 12.0 $14K 0.00% $1132.92 -8.4%
429 STLA STELLANTIS N.V Consumer Cyclical 2,352.0 $14K 0.00% -6K -72.5% $5.74 -8.0%
430 HDB HDFC BANK LTD Financial Services 522.0 $13K 0.00% +324.0 +163.6% $25.83 -13.0%
431 BLDR BUILDERS FIRSTSOURCE INC Industrials 150.0 $13K 0.00% +8.0 +5.6% $89.48 -24.9%
432 TDG TRANSDIGM GROUP INC Industrials 10.0 $13K 0.00% -24.0 -70.6% $1332.00 -10.9%
433 VALE VALE S A Basic Materials 882.0 $13K 0.00% -430.0 -32.8% $15.04 +1.8%
434 XLF SELECT SECTOR SPDR TR 246.0 $13K 0.00% +140.0 +132.1% $53.61 +8.0%
435 HPQ HP INC Technology 596.0 $13K 0.00% -396.0 -39.9% $21.94 +35.1%
436 LMND LEMONADE INC Financial Services 200.0 $13K 0.00% -352.0 -63.8% $65.05 -17.1%
437 JNK SPDR SERIES TRUST 135.0 $13K 0.00% +33.0 +32.4% $96.37 -0.2%
438 SM SM ENERGY COMPANY Energy 494.0 $13K 0.00% +97.0 +24.4% $26.10 +41.0%
439 PRU PRUDENTIAL FINL INC Financial Services 117.0 $13K 0.00% -148.0 -55.9% $107.93 +11.5%
440 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 180.0 $13K 0.00% +168.0 +1400.0% $69.74 -12.7%
Page 22 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%