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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $308M AUM 892 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New
Page 29 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ACGL ARCH CAP GROUP LTD Financial Services 39.0 $4K 0.00% NEW $95.92 -5.5%
562 BROS DUTCH BROS INC Consumer Cyclical 61.0 $4K 0.00% NEW $61.21 -5.3%
563 HESM HESS MIDSTREAM LP Energy 105.0 $4K 0.00% NEW $34.50 +9.4%
564 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 83.0 $4K 0.00% NEW $43.30 +54.7%
565 XRAY DENTSPLY SIRONA INC Healthcare 300.0 $3K 0.00% NEW $11.43 -7.9%
566 XLB SELECT SECTOR SPDR TR 75.0 $3K 0.00% NEW $45.35 +13.2%
567 KNTK KINETIK HOLDINGS INC Energy 94.0 $3K 0.00% NEW $36.05 +26.6%
568 CSGP COSTAR GROUP INC Real Estate 50.0 $3K 0.00% NEW $67.24 -51.3%
569 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 158.0 $3K 0.00% NEW $21.23 +11.2%
570 JCI JOHNSON CTLS INTL PLC Industrials 28.0 $3K 0.00% NEW $119.75 +13.0%
571 ADP AUTOMATIC DATA PROCESSING IN Industrials 13.0 $3K 0.00% NEW $257.23 -13.5%
572 MTH MERITAGE HOMES CORP Consumer Cyclical 50.0 $3K 0.00% NEW $65.80 +0.5%
573 BRBR BELLRING BRANDS INC Consumer Defensive 123.0 $3K 0.00% NEW $26.73 -68.3%
574 CYTK CYTOKINETICS INC Healthcare 50.0 $3K 0.00% NEW $63.54 +20.1%
575 CONFLUENT INC 104.0 $3K 0.00% NEW $30.24
576 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 49.0 $3K 0.00% NEW $64.04 +25.8%
577 F FORD MTR CO Consumer Cyclical 239.0 $3K 0.00% NEW $13.12 +32.7%
578 AWK AMERICAN WTR WKS CO INC NEW Utilities 24.0 $3K 0.00% NEW $130.50 -5.8%
579 ALGN ALIGN TECHNOLOGY INC Healthcare 20.0 $3K 0.00% NEW $156.15 +12.6%
580 IESC IES HLDGS INC Industrials 8.0 $3K 0.00% NEW $389.00 +73.8%
Page 29 of 45  ·  892 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 47.2%
Financial Services 17.3%
Communication Services 14.2%
Consumer Cyclical 8.9%
Healthcare 3.6%
Basic Materials 3.3%
Industrials 2.3%
Utilities 1.3%
Energy 1.0%
Consumer Defensive 0.9%