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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 27 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 59.0 $4K 0.00% NEW $76.15 +11.8%
522 POOL POOL CORP Industrials 22.0 $4K 0.00% -127.0 -85.2% $202.32 -9.0%
523 CAH CARDINAL HEALTH INC Healthcare 21.0 $4K 0.00% -2.0 -8.7% $211.33 -6.2%
524 SFM SPROUTS FMRS MKT INC Consumer Defensive 57.0 $4K 0.00% -28.0 -32.9% $77.12 +7.4%
525 EXPAND ENERGY CORPORATION 40.0 $4K 0.00% -208.0 -83.9% $109.78
526 NWL NEWELL BRANDS INC Consumer Defensive 1,279.0 $4K 0.00% +1K +10000.0% $3.43 +1.2%
527 AME AMETEK INC Industrials 20.0 $4K 0.00% +5.0 +33.3% $214.35 +5.4%
528 MTG MGIC INVT CORP WIS Financial Services 160.0 $4K 0.00% +150.0 +1500.0% $26.25 -2.5%
529 HESM HESS MIDSTREAM LP Energy 108.0 $4K 0.00% +3.0 +2.9% $38.87 -3.3%
530 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 158.0 $4K 0.00% $26.35 -10.6%
531 DG DOLLAR GEN CORP Consumer Defensive 35.0 $4K 0.00% -2.0 -5.4% $118.74 -7.8%
532 BIIB BIOGEN INC Healthcare 22.0 $4K 0.00% -5.0 -18.5% $183.32 +7.6%
533 NWSA NEWS CORP NEW Communication Services 160.0 $4K 0.00% +150.0 +1500.0% $24.93 +5.2%
534 AGG ISHARES TR 40.0 $4K 0.00% -72.0 -64.3% $99.28 -0.1%
535 KMB KIMBERLY-CLARK CORP Consumer Defensive 41.0 $4K 0.00% -40.0 -49.4% $96.46 +3.0%
536 HSY HERSHEY CO Consumer Defensive 19.0 $4K 0.00% +4.0 +26.7% $207.89 -6.9%
537 SYK STRYKER CORPORATION Healthcare 12.0 $4K 0.00% -9.0 -42.9% $328.58 -6.5%
538 DASH DOORDASH INC Communication Services 26.0 $4K 0.00% -81.0 -75.7% $150.15 +6.5%
539 SMTC SEMTECH CORP Technology 50.0 $4K 0.00% +24.0 +92.3% $76.90 +102.4%
540 HCA HCA HEALTHCARE INC Healthcare 8.0 $4K 0.00% +4.0 +100.0% $473.25 -19.2%
Page 27 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%