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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 34 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TSCO TRACTOR SUPPLY CO Consumer Cyclical 30.0 $2K NEW $50.00 -37.3%
662 FDS FACTSET RESH SYS INC Financial Services 5.0 $1K NEW $290.20 -14.5%
663 NRG NRG ENERGY INC Utilities 9.0 $1K NEW $159.22 -15.3%
664 IPGP IPG PHOTONICS CORP Technology 20.0 $1K NEW $71.60 +58.9%
665 UNP UNION PAC CORP Industrials 6.0 $1K NEW $231.33 +13.4%
666 MKC MCCORMICK & CO INC Consumer Defensive 20.0 $1K NEW $68.10 -29.7%
667 HUBB HUBBELL INC Industrials 3.0 $1K NEW $444.00 +5.6%
668 TROW PRICE T ROWE GROUP INC Financial Services 13.0 $1K NEW $102.38 +3.2%
669 HAL HALLIBURTON CO Energy 46.0 $1K NEW $28.26 +37.3%
670 CHRD CHORD ENERGY CORPORATION Energy 14.0 $1K NEW $92.71 +41.2%
671 TIP ISHARES TR 11.0 $1K NEW $109.91 +1.1%
672 J JACOBS SOLUTIONS INC Industrials 9.0 $1K NEW $132.44 -8.0%
673 AMTM AMENTUM HOLDINGS INC Industrials 41.0 $1K NEW $29.00 -18.7%
674 ALV AUTOLIV INC Consumer Cyclical 10.0 $1K NEW $118.70 +8.0%
675 USB US BANCORP DEL Financial Services 22.0 $1K NEW $53.36 +2.2%
676 ATO ATMOS ENERGY CORP Utilities 7.0 $1K NEW $167.57 +1.6%
677 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6.0 $1K NEW $191.17 -16.7%
678 FIVE FIVE BELOW INC Consumer Cyclical 6.0 $1K NEW $188.33 +18.9%
679 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 30.0 $1K NEW $37.47 +64.0%
680 RJF RAYMOND JAMES FINL INC Financial Services 7.0 $1K NEW $160.57 -10.4%
Page 34 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%