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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 31 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 FOUR SHIFT4 PMTS INC Technology 40.0 $3K 0.00% NEW $62.98 -30.4%
602 TPG TPG INC Financial Services 39.0 $2K 0.00% NEW $63.85 -31.9%
603 PPL PPL CORP Utilities 71.0 $2K 0.00% NEW $35.01 +1.0%
604 BEONE MEDICINES LTD 8.0 $2K 0.00% NEW $303.75
605 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 41.0 $2K 0.00% NEW $57.49 +40.4%
606 DOV DOVER CORP Industrials 12.0 $2K 0.00% NEW $195.25 +8.7%
607 EXEL EXELIXIS INC Healthcare 53.0 $2K 0.00% NEW $43.83 +16.9%
608 EVRG EVERGY INC Utilities 31.0 $2K 0.00% NEW $72.48 +13.4%
609 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 27.0 $2K 0.00% NEW $83.00 -33.1%
610 UAA UNDER ARMOUR INC Consumer Cyclical 449.0 $2K 0.00% NEW $4.97 +18.5%
611 ROST ROSS STORES INC Consumer Cyclical 12.0 $2K 0.00% NEW $180.17 +28.1%
612 AON AON PLC Financial Services 6.0 $2K 0.00% NEW $352.83 -10.3%
613 VBK VANGUARD INDEX FDS 7.0 $2K 0.00% NEW $302.14 +17.3%
614 TME TENCENT MUSIC ENTMT GROUP Communication Services 120.0 $2K 0.00% NEW $17.53 -47.9%
615 DLTR DOLLAR TREE INC Consumer Defensive 17.0 $2K 0.00% NEW $123.00 -5.7%
616 ENSG ENSIGN GROUP INC Healthcare 12.0 $2K 0.00% NEW $174.17 -3.7%
617 SLB SLB LIMITED Energy 53.0 $2K 0.00% NEW $38.38 +43.3%
618 CTRA COTERRA ENERGY INC Energy 77.0 $2K 0.00% NEW $26.32 +23.7%
619 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 30.0 $2K 0.00% NEW $66.40 +16.7%
620 J P MORGAN EXCHANGE TRADED F ULTRA 39.0 $2K 0.00% NEW $50.59
Page 31 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%