BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 29 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PNC PNC FINL SVCS GROUP INC Financial Services 15.0 $3K 0.00% -10.0 -40.0% $208.07 +6.4%
562 MTH MERITAGE HOMES CORP Consumer Cyclical 50.0 $3K 0.00% $61.84 +6.9%
563 MCO MOODYS CORP Financial Services 7.0 $3K 0.00% -11.0 -61.1% $436.29 +4.2%
564 IDCC INTERDIGITAL INC Technology 10.0 $3K 0.00% -30.0 -75.0% $302.00 -16.5%
565 VFH VANGUARD WORLD FD 25.0 $3K 0.00% -25.0 -50.0% $120.80 +5.0%
566 GRMN GARMIN LTD Technology 13.0 $3K 0.00% -29.0 -69.0% $232.00 +3.4%
567 FRMI FERMI INC Utilities 514.0 $3K 0.00% -1K -69.3% $5.84 +12.2%
568 CNC CENTENE CORP DEL Healthcare 90.0 $3K 0.00% -1K -93.8% $32.74 +79.2%
569 CASY CASEYS GEN STORES INC Consumer Cyclical 4.0 $3K 0.00% NEW $727.75 +4.0%
570 GPCR STRUCTURE THERAPEUTICS INC Healthcare 60.0 $3K 0.00% NEW $48.20 -16.7%
571 KEY KEYCORP Financial Services 143.0 $3K 0.00% -143.0 -50.0% $20.05 +6.4%
572 NTNX NUTANIX INC Technology 75.0 $3K 0.00% +40.0 +114.3% $38.01 +38.5%
573 HXL HEXCEL CORP NEW Industrials 35.0 $3K 0.00% $80.94 +12.5%
574 TFC TRUIST FINL CORP Financial Services 61.0 $3K 0.00% -135.0 -68.9% $45.97 +4.0%
575 YUM YUM BRANDS INC Consumer Cyclical 18.0 $3K 0.00% +16.0 +800.0% $155.50 -4.5%
576 TROW PRICE T ROWE GROUP INC Financial Services 31.0 $3K 0.00% +18.0 +138.5% $90.13 +16.0%
577 ACGL ARCH CAP GROUP LTD Financial Services 29.0 $3K 0.00% -10.0 -25.6% $96.00 -5.6%
578 CW CURTISS WRIGHT CORP Industrials 4.0 $3K 0.00% -1.0 -20.0% $681.00 +9.1%
579 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 90.0 $3K 0.00% -1K -92.7% $30.12 +16.9%
580 DTM DT MIDSTREAM INC Energy 20.0 $3K 0.00% NEW $134.65 +4.7%
Page 29 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%