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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 32 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SHW SHERWIN WILLIAMS CO Basic Materials 8.0 $3K 0.00% +1.0 +14.3% $344.38 +0.8%
622 EXEL EXELIXIS INC Healthcare 50.0 $3K 0.00% NEW $54.42 +1.8%
623 OGN ORGANON & CO Healthcare 200.0 $3K 0.00% -2K -91.8% $13.54 +1.7%
624 WM WASTE MGMT INC DEL Industrials 12.0 $3K 0.00% +10.0 +500.0% $222.92 -2.0%
625 SNX TD SYNNEX CORPORATION Technology 10.0 $3K 0.00% -63.0 -86.3% $267.30 -3.0%
626 AEIS ADVANCED ENERGY INDS Industrials 7.0 $3K 0.00% +1.0 +16.7% $372.86 -23.3%
627 AKAM AKAMAI TECHNOLOGIES INC Technology 22.0 $3K 0.00% -67.0 -75.3% $118.23 -6.3%
628 ACHR ARCHER AVIATION INC Industrials 544.0 $3K 0.00% -5K -89.3% $4.73 +25.8%
629 MRCY MERCURY SYS INC Industrials 21.0 $3K 0.00% +12.0 +133.3% $122.33 -27.0%
630 RSG REPUBLIC SVCS INC Industrials 12.0 $3K 0.00% -13.0 -52.0% $213.08 +3.2%
631 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 66.0 $3K 0.00% +45.0 +214.3% $38.73 +65.5%
632 J P MORGAN EXCHANGE TRADED F 50.0 $3K 0.00% $50.58
633 STLD STEEL DYNAMICS INC Basic Materials 11.0 $3K 0.00% +6.0 +120.0% $229.45 +1.7%
634 DTM DT MIDSTREAM INC Energy 17.0 $2K 0.00% -3.0 -15.0% $146.76 -11.6%
635 SHY ISHARES TR 29.0 $2K 0.00% -301.0 -91.2% $82.10 -0.1%
636 CHKP CHECK POINT SOFTWARE TECH LT Technology 18.0 $2K 0.00% -31.0 -63.3% $131.44 +2.1%
637 XLY SELECT SECTOR SPDR TR 20.0 $2K 0.00% +10.0 +100.0% $117.30 -0.7%
638 RSP INVESCO EXCHANGE TRADED FD T 11.0 $2K 0.00% -108.0 -90.8% $212.73 +4.3%
639 TRV TRAVELERS COMPANIES INC Financial Services 7.0 $2K 0.00% +4.0 +133.3% $330.14 +11.5%
640 TIP ISHARES TR 21.0 $2K 0.00% +10.0 +90.9% $109.43 -1.8%
Page 32 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%