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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 26 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 JBL JABIL INC Technology 20.0 $5K 0.00% -3.0 -13.0% $265.65 +37.1%
502 ESTC ELASTIC N V Technology 106.0 $5K 0.00% -27.0 -20.3% $49.99 +22.5%
503 XLF SELECT SECTOR SPDR TR 106.0 $5K 0.00% -270.0 -71.8% $49.37 +4.7%
504 BRO BROWN & BROWN INC Financial Services 80.0 $5K 0.00% +79.0 +7900.0% $65.21 -13.5%
505 PEGA PEGASYSTEMS INC Technology 122.0 $5K 0.00% -10.0 -7.6% $42.56 -18.2%
506 FROG JFROG LTD Technology 110.0 $5K 0.00% +50.0 +83.3% $46.93 +64.2%
507 RKT ROCKET COS INC Financial Services 362.0 $5K 0.00% -104.0 -22.3% $14.25 +1.8%
508 GILD GILEAD SCIENCES INC Healthcare 37.0 $5K 0.00% -71.0 -65.7% $139.38 -3.0%
509 VIAV VIAVI SOLUTIONS INC Technology 154.0 $5K 0.00% NEW $33.28 +40.6%
510 KD KYNDRYL HLDGS INC Technology 389.0 $5K 0.00% -192.0 -33.0% $13.12 -9.0%
511 ALL ALLSTATE CORP Financial Services 24.0 $5K 0.00% +22.0 +1100.0% $207.33 -0.3%
512 HDB HDFC BANK LTD Financial Services 198.0 $5K 0.00% -449.0 -69.4% $24.88 -3.8%
513 CMC COMMERCIAL METALS CO Basic Materials 80.0 $5K 0.00% $61.42 +24.6%
514 VAL VALARIS LTD Energy 50.0 $5K 0.00% NEW $98.04 -6.1%
515 INCY INCYTE CORP Healthcare 51.0 $5K 0.00% -543.0 -91.4% $94.12 +3.3%
516 CE CELANESE CORP DEL Basic Materials 72.0 $5K 0.00% -303.0 -80.8% $65.76 -18.9%
517 NXPI NXP SEMICONDUCTORS N V Technology 24.0 $5K 0.00% -23.0 -48.9% $196.88 +64.2%
518 HEI HEICO CORP NEW Industrials 17.0 $5K 0.00% +8.0 +88.9% $274.18 +27.8%
519 HALO HALOZYME THERAPEUTICS INC Healthcare 70.0 $5K 0.00% +9.0 +14.8% $64.63 +3.5%
520 HON HONEYWELL INTL INC Industrials 20.0 $5K 0.00% -4.0 -16.7% $226.05 +4.7%
Page 26 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%