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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 24 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 SO SOUTHERN CO Utilities 81.0 $8K 0.00% -39.0 -32.5% $96.52 -4.6%
462 MGK VANGUARD WORLD FD 21.0 $8K 0.00% -3.0 -12.5% $367.43 -75.2%
463 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 431.0 $8K 0.00% $17.62 +5.8%
464 DT DYNATRACE INC Technology 204.0 $8K 0.00% -102.0 -33.3% $36.98 +15.1%
465 WLK WESTLAKE CORPORATION Basic Materials 64.0 $7K 0.00% +58.0 +966.7% $116.81 -25.7%
466 ROST ROSS STORES INC Consumer Cyclical 34.0 $7K 0.00% +22.0 +183.3% $216.62 +6.7%
467 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 24.0 $7K 0.00% -47.0 -66.2% $304.08 +8.9%
468 NVS NOVARTIS AG Healthcare 47.0 $7K 0.00% -222.0 -82.5% $152.74 -1.1%
469 CNM CORE & MAIN INC Industrials 144.0 $7K 0.00% NEW $49.40 +1.0%
470 TTMI TTM TECHNOLOGIES INC Technology 73.0 $7K 0.00% -396.0 -84.4% $97.42 +84.9%
471 ENTERGY CORP NEW 63.0 $7K 0.00% -191.0 -75.2% $112.37
472 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 78.0 $7K 0.00% -81.0 -50.9% $90.67 +0.7%
473 PHM PULTE GROUP INC Consumer Cyclical 60.0 $7K 0.00% -16.0 -21.1% $117.62 +0.8%
474 CHKP CHECK POINT SOFTWARE TECH LT Technology 49.0 $7K 0.00% +8.0 +19.5% $142.86 -5.7%
475 S SENTINELONE INC Technology 510.0 $7K 0.00% -679.0 -57.1% $12.88 +26.7%
476 CALM CAL MAINE FOODS INC Consumer Defensive 80.0 $6K 0.00% -15.0 -15.8% $79.04 -4.4%
477 LI LI AUTO INC Consumer Cyclical 349.0 $6K 0.00% -106.0 -23.3% $17.83 -15.6%
478 ADP AUTOMATIC DATA PROCESSING IN Industrials 30.0 $6K 0.00% +17.0 +130.8% $203.17 +9.4%
479 INFY INFOSYS LTD Technology 444.0 $6K 0.00% -334.0 -42.9% $13.51 -7.8%
480 AMGN AMGEN INC Healthcare 17.0 $6K 0.00% -49.0 -74.2% $351.82 -4.8%
Page 24 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%