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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 27 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 GSAT GLOBALSTAR INC Communication Services 81.0 $7K 0.00% -69.0 -46.0% $81.28 +0.9%
522 BND VANGUARD BD INDEX FDS 89.0 $7K 0.00% -1K -91.8% $73.40 -1.2%
523 FANG DIAMONDBACK ENERGY INC Energy 37.0 $7K 0.00% -275.0 -88.1% $175.78 +14.1%
524 ARGX ARGENX SE Healthcare 7.0 $6K 0.00% NEW $927.71 +14.1%
525 EOG EOG RES INC Energy 50.0 $6K 0.00% -116.0 -69.9% $129.74 +11.4%
526 CALM CAL MAINE FOODS INC Consumer Defensive 80.0 $6K 0.00% $80.56 -1.0%
527 OTIS OTIS WORLDWIDE CORP Industrials 90.0 $6K 0.00% +88.0 +4400.0% $71.60 -0.2%
528 YOU CLEAR SECURE INC Technology 115.0 $6K 0.00% NEW $55.73 -20.8%
529 GILD GILEAD SCIENCES INC Healthcare 50.0 $6K 0.00% +13.0 +35.1% $126.34 +17.8%
530 HESM HESS MIDSTREAM LP Energy 162.0 $6K 0.00% +54.0 +50.0% $37.60 +5.9%
531 RMD RESMED INC Healthcare 31.0 $6K 0.00% +30.0 +3000.0% $194.87 +21.0%
532 FICO FAIR ISAAC CORP Technology 5.0 $6K 0.00% -3.0 -37.5% $1194.80 -3.2%
533 DT DYNATRACE INC Technology 136.0 $6K 0.00% -68.0 -33.3% $43.91 +21.7%
534 ESTC ELASTIC N V Technology 103.0 $6K 0.00% -3.0 -2.8% $57.02 +46.9%
535 PCVX VAXCYTE INC Healthcare 101.0 $6K 0.00% +100.0 +10000.0% $58.13 +5.2%
536 CRK COMSTOCK RES INC Energy 392.0 $6K 0.00% -413.0 -51.3% $14.92 -2.0%
537 HSY HERSHEY CO Consumer Defensive 33.0 $6K 0.00% +14.0 +73.7% $175.45 +3.3%
538 BK BANK OF NY MELLON CORP Financial Services 40.0 $6K 0.00% +23.0 +135.3% $144.60 -0.6%
539 NTAP NETAPP INC Technology 37.0 $6K 0.00% -19.0 -33.9% $154.76 +23.2%
540 MRSH MARSH & MCLENNAN COS INC Financial Services 34.0 $6K 0.00% +25.0 +277.8% $166.68 +14.0%
Page 27 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%