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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 33 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CTRA COTERRA ENERGY INC Energy 46.0 $2K 0.00% -31.0 -40.3% $35.13 -7.3%
642 CMI CUMMINS INC Industrials 3.0 $2K 0.00% NEW $538.00 +22.8%
643 LH LABCORP HOLDINGS INC Healthcare 6.0 $2K 0.00% $266.83 -1.6%
644 OEF ISHARES TR 5.0 $2K 0.00% -11.0 -68.8% $318.00 +18.6%
645 DKS DICKS SPORTING GOODS INC Consumer Cyclical 8.0 $2K 0.00% NEW $198.25 +17.0%
646 MRSH MARSH & MCLENNAN COS INC Financial Services 9.0 $2K 0.00% $173.44 -8.5%
647 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3.0 $1K 0.00% -7.0 -70.0% $491.67 -0.5%
648 BR BROADRIDGE FINL SOLUTIONS IN Technology 9.0 $1K 0.00% +8.0 +800.0% $162.44 -6.3%
649 MLI MUELLER INDS INC Industrials 13.0 $1K 0.00% +5.0 +62.5% $110.77 +15.2%
650 RGA REINSURANCE GROUP AMER INC Financial Services 7.0 $1K 0.00% -6.0 -46.1% $204.14 -0.6%
651 ENSG ENSIGN GROUP INC Healthcare 7.0 $1K 0.00% -5.0 -41.7% $201.57 -16.6%
652 ENTG ENTEGRIS INC Technology 12.0 $1K 0.00% +10.0 +500.0% $117.25 +17.3%
653 KNSL KINSALE CAP GROUP INC Financial Services 4.0 $1K 0.00% +2.0 +100.0% $341.75 -9.5%
654 EPAM EPAM SYS INC Technology 10.0 $1K 0.00% -87.0 -89.7% $135.40 -24.6%
655 FLR FLUOR CORP Industrials 29.0 $1K 0.00% -99.0 -77.3% $46.66 -2.3%
656 BCS BARCLAYS PLC Financial Services 62.0 $1K 0.00% -190.0 -75.4% $21.16 +17.0%
657 AON AON PLC Financial Services 4.0 $1K 0.00% -2.0 -33.3% $322.75 -2.0%
658 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 21.0 $1K 0.00% -6.0 -22.2% $61.33 -11.4%
659 EFA ISHARES TR 13.0 $1K 0.00% +10.0 +333.3% $97.15 +8.4%
660 DOV DOVER CORP Industrials 6.0 $1K 0.00% -6.0 -50.0% $208.50 +1.9%
Page 33 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%