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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 24 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EQT EQT CORP Energy 147.0 $8K 0.00% NEW $53.60 +2.3%
462 L LOEWS CORP Financial Services 74.0 $8K 0.00% NEW $105.31 -0.6%
463 TMUS T-MOBILE US INC Communication Services 38.0 $8K 0.00% NEW $203.05 -7.9%
464 LI LI AUTO INC Consumer Cyclical 455.0 $8K 0.00% NEW $16.93 -11.4%
465 MDLZ MONDELEZ INTL INC Consumer Defensive 143.0 $8K 0.00% NEW $53.83 +14.3%
466 CHKP CHECK POINT SOFTWARE TECH LT Technology 41.0 $8K 0.00% NEW $185.56 -27.6%
467 CALM CAL MAINE FOODS INC Consumer Defensive 95.0 $8K 0.00% NEW $79.57 -5.4%
468 EVR EVERCORE INC Financial Services 22.0 $7K 0.00% NEW $340.27 +3.3%
469 FMC FMC CORP Basic Materials 536.0 $7K 0.00% NEW $13.87 -0.8%
470 CART MAPLEBEAR INC Consumer Cyclical 165.0 $7K 0.00% NEW $44.98 -11.2%
471 GD GENERAL DYNAMICS CORP Industrials 22.0 $7K 0.00% NEW $336.68 +3.3%
472 SYK STRYKER CORPORATION Healthcare 21.0 $7K 0.00% NEW $351.48 -12.6%
473 IBKR INTERACTIVE BROKERS GROUP IN COM C Financial Services 114.0 $7K 0.00% NEW $64.31 +33.8%
474 MSI MOTOROLA SOLUTIONS INC Technology 19.0 $7K 0.00% NEW $383.32 +5.3%
475 EXPD EXPEDITORS INTL WASH INC Industrials 48.0 $7K 0.00% NEW $149.00 +6.3%
476 SHW SHERWIN WILLIAMS CO Basic Materials 22.0 $7K 0.00% NEW $324.05 -6.0%
477 IONS IONIS PHARMACEUTICALS INC Healthcare 90.0 $7K 0.00% NEW $79.11 -2.4%
478 NTAP NETAPP INC Technology 66.0 $7K 0.00% NEW $107.09 +68.7%
479 GWW WW GRAINGER INC Industrials 7.0 $7K 0.00% NEW $1009.00 +22.7%
480 EBAY EBAY INC. Consumer Cyclical 80.0 $7K 0.00% NEW $87.10 +26.7%
Page 24 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%