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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 25 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CVS CVS HEALTH CORP Healthcare 83.0 $6K 0.00% -19.0 -18.6% $71.82 +26.6%
482 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 18.0 $6K 0.00% -171.0 -90.5% $330.89 -9.2%
483 ESLT ELBIT SYS LTD Industrials 7.0 $6K 0.00% -16.0 -69.6% $849.14 +3.1%
484 DVN DEVON ENERGY CORP NEW Energy 118.0 $6K 0.00% $50.32 -12.5%
485 CME CME GROUP INC Financial Services 20.0 $6K 0.00% -66.0 -76.7% $295.35 -5.7%
486 INSM INSMED INC Healthcare 36.0 $6K 0.00% -1K -96.9% $163.53 -34.6%
487 TMUS T-MOBILE US INC Communication Services 28.0 $6K 0.00% -10.0 -26.3% $210.04 -11.0%
488 FMC FMC CORP Basic Materials 336.0 $6K 0.00% -200.0 -37.3% $17.22 -20.0%
489 BAX BAXTER INTL INC Healthcare 343.0 $6K 0.00% +3.0 +0.9% $16.80 +13.3%
490 ONTO ONTO INNOVATION INC Technology 28.0 $6K 0.00% +17.0 +154.6% $205.07 +26.0%
491 NTAP NETAPP INC Technology 56.0 $6K 0.00% -10.0 -15.2% $102.39 +73.5%
492 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 29.0 $6K 0.00% -118.0 -80.3% $197.52 +14.1%
493 ZETA ZETA GLOBAL HOLDINGS CORP Technology 357.0 $6K 0.00% +277.0 +346.2% $15.92 +39.6%
494 EQT EQT CORP Energy 89.0 $6K 0.00% -58.0 -39.5% $63.64 -13.5%
495 HPE HEWLETT PACKARD ENTERPRISE C Technology 234.0 $6K 0.00% -239.0 -50.5% $23.81 +83.3%
496 LYFT LYFT INC Technology 418.0 $6K 0.00% -1K -78.0% $13.30 +6.1%
497 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 77.0 $5K 0.00% +5.0 +6.9% $71.18 -11.9%
498 RSG REPUBLIC SVCS INC Industrials 25.0 $5K 0.00% +11.0 +78.6% $219.04 -7.4%
499 SOLV SOLVENTUM CORP Healthcare 83.0 $5K 0.00% NEW $65.30 +16.6%
500 TEAM ATLASSIAN CORPORATION Technology 78.0 $5K 0.00% -610.0 -88.7% $68.26 +53.5%
Page 25 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%