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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 28 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 URA GLOBAL X FDS 129.0 $6K 0.00% NEW $43.70 +10.5%
542 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 14.0 $6K 0.00% NEW $401.86 -1.1%
543 CTAS CINTAS CORP Industrials 33.0 $6K 0.00% +11.0 +50.0% $170.09 +19.8%
544 MSCI MSCI INC Financial Services 10.0 $6K 0.00% -87.0 -89.7% $560.00 +1.6%
545 CPRT COPART INC Industrials 198.0 $6K 0.00% -75.0 -27.5% $28.19 +15.7%
546 DECK DECKERS OUTDOOR CORP Consumer Cyclical 55.0 $5K 0.00% -92.0 -62.6% $99.29 -13.0%
547 PNC PNC FINL SVCS GROUP INC Financial Services 22.0 $5K 0.00% +7.0 +46.7% $246.23 -1.1%
548 Z ZILLOW GROUP INC Communication Services 169.0 $5K 0.00% -468.0 -73.5% $31.52 +11.5%
549 SHLD GLOBAL X FDS 89.0 $5K 0.00% NEW $59.71 +11.8%
550 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 18.0 $5K 0.00% NEW $293.17 +4.0%
551 EQT EQT CORP Energy 99.0 $5K 0.00% +10.0 +11.2% $53.17 +3.3%
552 SKM SK TELECOM CO LTD Communication Services 162.0 $5K 0.00% NEW $32.16 +22.3%
553 EWZ ISHARES INC 150.0 $5K 0.00% NEW $34.50 +3.6%
554 ENTERGY CORP NEW 45.0 $5K 0.00% -18.0 -28.6% $114.87
555 BLSH BULLISH Technology 220.0 $5K 0.00% -51.0 -18.8% $23.43 +42.4%
556 TXT TEXTRON INC Industrials 56.0 $5K 0.00% +37.0 +194.7% $91.73 -10.1%
557 TW TRADEWEB MKTS INC Financial Services 50.0 $5K 0.00% NEW $99.66 +8.7%
558 ARES ARES MANAGEMENT CORPORATION Financial Services 44.0 $5K 0.00% -42.0 -48.8% $111.32 +28.6%
559 TDY TELEDYNE TECHNOLOGIES INC Technology 7.0 $5K 0.00% NEW $666.86 -6.1%
560 AGG ISHARES TR 47.0 $5K 0.00% +7.0 +17.5% $98.98 -1.2%
Page 28 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%