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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 25 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PH PARKER-HANNIFIN CORP Industrials 9.0 $9K 0.00% +7.0 +350.0% $978.11 +3.4%
482 EXPAND ENERGY CORPORATION 96.0 $9K 0.00% +56.0 +140.0% $91.19
483 CHYM CHIME FINL INC Financial Services 426.0 $9K 0.00% -4K -89.6% $20.48 +62.9%
484 PHM PULTE GROUP INC Consumer Cyclical 63.0 $9K 0.00% +3.0 +5.0% $137.21 -7.6%
485 DG DOLLAR GEN CORP Consumer Defensive 74.0 $9K 0.00% +39.0 +111.4% $115.11 +9.4%
486 COKE COCA COLA CONS INC Consumer Defensive 44.0 $8K 0.00% -96.0 -68.6% $190.91 +1.9%
487 HII HUNTINGTON INGALLS INDS INC Industrials 30.0 $8K 0.00% +4.0 +15.4% $279.90 +6.2%
488 KLARNA GROUP PLC 410.0 $8K 0.00% NEW $20.24
489 GM GENERAL MTRS CO Consumer Cyclical 107.0 $8K 0.00% -420.0 -79.7% $77.08 +11.8%
490 LYFT LYFT INC Technology 564.0 $8K 0.00% +146.0 +34.9% $14.61 +18.8%
491 ICICI BANK LIMITED 278.0 $8K 0.00% -189.0 -40.5% $29.03
492 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 431.0 $8K 0.00% $18.57 -29.0%
493 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 152.0 $8K 0.00% -412.0 -73.0% $52.65 +19.8%
494 VOD VODAFONE GROUP PLC Communication Services 600.0 $8K 0.00% $13.22 +20.1%
495 CHRW C H ROBINSON WORLDWIDE IN Industrials 42.0 $8K 0.00% +39.0 +1300.0% $188.33 -19.7%
496 KRYS KRYSTAL BIOTECH INC Healthcare 21.0 $8K 0.00% NEW $371.67 -3.8%
497 BSV VANGUARD BD INDEX FDS 100.0 $8K 0.00% -6.0 -5.7% $77.91 -0.3%
498 LEU CENTRUS ENERGY CORP Energy 46.0 $8K 0.00% -58.0 -55.8% $167.87 +16.0%
499 TMUS T-MOBILE US INC Communication Services 46.0 $8K 0.00% +18.0 +64.3% $167.74 +6.0%
500 SO SOUTHERN CO Utilities 80.0 $8K 0.00% -1.0 -1.2% $95.71 -7.0%
Page 25 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%