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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 28 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 KBR KBR INC Industrials 101.0 $4K 0.00% $36.86 -5.2%
542 CTAS CINTAS CORP Industrials 22.0 $4K 0.00% -52.0 -70.3% $169.14 +1.9%
543 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 63.0 $4K 0.00% +48.0 +320.0% $58.24 +2.0%
544 KVUE KENVUE INC Consumer Defensive 212.0 $4K 0.00% +198.0 +1414.3% $17.24 +1.2%
545 XLB SELECT SECTOR SPDR TR 73.0 $4K 0.00% -2.0 -2.7% $49.97 +3.0%
546 DVY ISHARES TR 24.0 $4K 0.00% -11.0 -31.4% $151.42 +2.3%
547 XYL XYLEM INC Industrials 30.0 $4K 0.00% +29.0 +2900.0% $119.50 -7.6%
548 GFS GLOBALFOUNDRIES INC Technology 80.0 $4K 0.00% -78.0 -49.4% $44.48 +80.5%
549 AMTM AMENTUM HOLDINGS INC Industrials 136.0 $4K 0.00% +95.0 +231.7% $26.08 -10.5%
550 UNILEVER PLC 62.0 $4K 0.00% NEW $56.97
551 NRG NRG ENERGY INC Utilities 24.0 $4K 0.00% +15.0 +166.7% $146.12 -7.0%
552 VFC V F CORP Consumer Cyclical 205.0 $3K 0.00% +200.0 +4000.0% $16.99 +2.3%
553 ENS ENERSYS Industrials 20.0 $3K 0.00% NEW $173.70 +32.2%
554 XLI SELECT SECTOR SPDR TR 21.0 $3K 0.00% +1.0 +5.0% $161.71 +7.3%
555 ORI OLD REP INTL CORP Financial Services 82.0 $3K 0.00% -18.0 -18.0% $39.90 -6.3%
556 TRMB TRIMBLE INC Technology 50.0 $3K 0.00% -9.0 -15.2% $65.24 -15.2%
557 SNAP SNAP INC Communication Services 702.0 $3K 0.00% -494.0 -41.3% $4.60 +26.3%
558 XEL XCEL ENERGY INC Utilities 40.0 $3K 0.00% NEW $79.45 -0.1%
559 CORZ CORE SCIENTIFIC INC NEW Technology 210.0 $3K 0.00% +99.0 +89.2% $14.96 +80.9%
560 HSBC HSBC HLDGS PLC Financial Services 38.0 $3K 0.00% -16.0 -29.6% $82.50 +14.7%
Page 28 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%