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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 23 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 136.0 $12K 0.00% -1.0 -0.7% $90.01 +61.9%
442 AME AMETEK INC Industrials 50.0 $12K 0.00% +30.0 +150.0% $241.94 +0.7%
443 PGR PROGRESSIVE CORP Financial Services 55.0 $12K 0.00% +9.0 +19.6% $218.45 -0.4%
444 NDAQ NASDAQ INC Financial Services 151.0 $12K 0.00% -989.0 -86.8% $78.82 +26.0%
445 ROST ROSS STORES INC Consumer Cyclical 55.0 $12K 0.00% +21.0 +61.8% $212.85 +8.0%
446 LUMN LUMEN TECHNOLOGIES INC Communication Services 1,507.0 $12K 0.00% -67.0 -4.3% $7.68 -20.1%
447 TOST TOAST INC Technology 415.0 $12K 0.00% -95.0 -18.6% $27.82 +26.4%
448 STZ CONSTELLATION BRANDS INC Consumer Defensive 83.0 $12K 0.00% -38.0 -31.4% $139.08 -5.5%
449 FDS FACTSET RESH SYS INC Financial Services 50.0 $12K 0.00% -6.0 -10.7% $230.08 +32.3%
450 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 21.0 $11K 0.00% NEW $541.81 -2.6%
451 VTV VANGUARD INDEX FDS 52.0 $11K 0.00% +49.0 +1633.3% $217.92 +3.5%
452 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 112.0 $11K 0.00% +34.0 +43.6% $100.07 +7.2%
453 IDXX IDEXX LABS INC Healthcare 21.0 $11K 0.00% +1.0 +5.0% $526.43 +3.5%
454 PRIM PRIMORIS SVCS CORP Industrials 109.0 $11K 0.00% +92.0 +541.2% $99.12 -22.3%
455 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 43.0 $11K 0.00% +14.0 +48.3% $249.98 -6.8%
456 MCK MCKESSON CORP Healthcare 14.0 $11K 0.00% -2.0 -12.5% $755.57 +17.9%
457 FIS FIDELITY NATL INFORMATION SV Technology 270.0 $10K 0.00% +251.0 +1321.0% $38.88 +4.3%
458 INCY INCYTE CORP Healthcare 92.0 $10K 0.00% +41.0 +80.4% $113.36 +12.7%
459 KEY KEYCORP Financial Services 443.0 $10K 0.00% +300.0 +209.8% $23.05 -4.5%
460 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 250.0 $10K 0.00% -200.0 -44.4% $40.84 +8.6%
Page 23 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%