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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 23 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BP BP PLC Energy 191.0 $9K 0.00% +180.0 +1636.4% $47.00 -9.0%
442 VRTX VERTEX PHARMACEUTICALS INC Healthcare 20.0 $9K 0.00% -1.0 -4.8% $446.55 +7.6%
443 TPR TAPESTRY INC Consumer Cyclical 63.0 $9K 0.00% +43.0 +215.0% $141.11 +0.7%
444 URI UNITED RENTALS INC Industrials 12.0 $9K 0.00% -9.0 -42.9% $728.58 +39.0%
445 ROKU ROKU INC Communication Services 92.0 $9K 0.00% -409.0 -81.6% $94.62 +52.5%
446 CHTR CHARTER COMMUNICATIONS INC Communication Services 40.0 $9K 0.00% -18.0 -31.0% $215.88 -40.8%
447 NUE NUCOR CORP Basic Materials 51.0 $9K 0.00% -15.0 -22.7% $169.10 +37.9%
448 ADI ANALOG DEVICES INC Technology 27.0 $9K 0.00% +7.0 +35.0% $318.15 +20.3%
449 FICO FAIR ISAAC CORP Technology 8.0 $9K 0.00% +4.0 +100.0% $1067.50 +15.0%
450 YMM FULL TRUCK ALLIANCE CO LTD Technology 1,021.0 $8K 0.00% $8.30 +11.4%
451 BSV VANGUARD BD INDEX FDS 106.0 $8K 0.00% NEW $78.41 -1.1%
452 BEN FRANKLIN RESOURCES INC Financial Services 350.0 $8K 0.00% -800.0 -69.6% $23.62 +38.1%
453 BAP CREDICORP LTD Financial Services 24.0 $8K 0.00% -30.0 -55.6% $339.17 +15.3%
454 CAG CONAGRA BRANDS INC Consumer Defensive 517.0 $8K 0.00% -210.0 -28.9% $15.72 -5.5%
455 PRAXIS PRECISION MEDICINES I 25.0 $8K 0.00% NEW $322.20
456 AJG GALLAGHER ARTHUR J & CO Financial Services 37.0 $8K 0.00% -10.0 -21.3% $216.57 +14.6%
457 NTRA NATERA INC Healthcare 40.0 $8K 0.00% NEW $200.00 +33.6%
458 AEP AMERICAN ELEC PWR CO INC Utilities 61.0 $8K 0.00% -161.0 -72.5% $131.08 -0.5%
459 EXC EXELON CORP Utilities 163.0 $8K 0.00% -714.0 -81.4% $49.02 -6.4%
460 BROS DUTCH BROS INC Consumer Cyclical 156.0 $8K 0.00% +95.0 +155.7% $50.66 +30.5%
Page 23 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 51.8%
Financial Services 13.8%
Consumer Cyclical 8.4%
Communication Services 7.7%
Healthcare 6.5%
Basic Materials 4.0%
Energy 2.9%
Industrials 2.6%
Utilities 1.3%
Consumer Defensive 1.0%