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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 31 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MSI MOTOROLA SOLUTIONS INC Technology 8.0 $3K 0.00% +2.0 +33.3% $415.25 +17.8%
602 WSM WILLIAMS SONOMA INC Consumer Cyclical 14.0 $3K 0.00% NEW $233.07 +4.6%
603 BIIB BIOGEN INC Healthcare 15.0 $3K 0.00% -7.0 -31.8% $216.07 +2.5%
604 OSK OSHKOSH CORP Industrials 21.0 $3K 0.00% NEW $153.48 +2.2%
605 GPCR STRUCTURE THERAPEUTICS INC Healthcare 60.0 $3K 0.00% $53.67 -7.5%
606 HUM HUMANA INC Healthcare 8.0 $3K 0.00% -192.0 -96.0% $397.25 -0.7%
607 SNAP SNAP INC Communication Services 702.0 $3K 0.00% $4.44 +23.5%
608 BAP CREDICORP LTD Financial Services 8.0 $3K 0.00% -16.0 -66.7% $389.62 -4.0%
609 EMB ISHARES TR 32.0 $3K 0.00% NEW $96.44 -1.2%
610 APTIV PLC 50.0 $3K 0.00% NEW $61.38
611 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6.0 $3K 0.00% +3.0 +100.0% $501.33 +26.6%
612 RKT ROCKET COS INC Financial Services 189.0 $3K 0.00% -173.0 -47.8% $15.75 -9.6%
613 ETORO GROUP LTD 75.0 $3K 0.00% $39.47
614 CVS CVS HEALTH CORP Healthcare 28.0 $3K 0.00% -55.0 -66.3% $103.46 -9.8%
615 JBHT HUNT J B TRANS SVCS INC Industrials 10.0 $3K 0.00% NEW $289.40 -8.9%
616 SPSM SPDR SERIES TRUST 50.0 $3K 0.00% $57.68 -1.0%
617 AFL AFLAC INC Financial Services 24.0 $3K 0.00% +9.0 +60.0% $117.25 -0.2%
618 RL RALPH LAUREN CORP Consumer Cyclical 7.0 $3K 0.00% +4.0 +133.3% $401.43 -11.9%
619 GLOBUS MED INC 35.0 $3K 0.00% +27.0 +337.5% $79.00
620 CI THE CIGNA GROUP Healthcare 10.0 $3K 0.00% $275.70 +1.3%
Page 31 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%