BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 35 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 RF REGIONS FINANCIAL CORP NEW Financial Services 38.0 $993.0 $26.13 +7.1%
682 AWI ARMSTRONG WORLD INDS INC NEW Industrials 6.0 $989.0 $164.83 -2.4%
683 GNRC GENERAC HLDGS INC Industrials 5.0 $977.0 -25.0 -83.3% $195.40 +43.4%
684 SRE SEMPRA Utilities 10.0 $972.0 +6.0 +150.0% $97.20 -8.4%
685 URBN URBAN OUTFITTERS INC Consumer Cyclical 15.0 $950.0 +5.0 +50.0% $63.33 +16.0%
686 CL COLGATE PALMOLIVE CO Consumer Defensive 11.0 $938.0 -91.0 -89.2% $85.27 +6.7%
687 COF CAPITAL ONE FINL CORP Financial Services 5.0 $912.0 -125.0 -96.2% $182.40 +3.3%
688 STLD STEEL DYNAMICS INC Basic Materials 5.0 $900.0 -45.0 -90.0% $180.00 +44.5%
689 FIS FIDELITY NATL INFORMATION SV Technology 19.0 $891.0 NEW $46.89 -9.1%
690 TRV TRAVELERS COMPANIES INC Financial Services 3.0 $875.0 $291.67 +0.8%
691 FORM FORMFACTOR INC Technology 9.0 $873.0 NEW $97.00 +28.4%
692 FE FIRSTENERGY CORP Utilities 17.0 $861.0 -2.0 -10.5% $50.65 -8.2%
693 ARW ARROW ELECTRS INC Technology 6.0 $860.0 +3.0 +100.0% $143.33 +50.0%
694 AXSM AXSOME THERAPEUTICS INC. Healthcare 5.0 $845.0 -5.0 -50.0% $169.00 +38.4%
695 PAYX PAYCHEX INC Industrials 9.0 $829.0 +3.0 +50.0% $92.11 +4.7%
696 HIG HARTFORD INSURANCE GROUP INC Financial Services 6.0 $811.0 $135.17 -4.9%
697 SSNC SS&C TECH HLDGS Technology 12.0 $811.0 -8.0 -40.0% $67.58 -1.0%
698 PCAR PACCAR INC Industrials 7.0 $809.0 $115.57 -4.1%
699 VMI VALMONT INDS INC Industrials 2.0 $799.0 -8.0 -80.0% $399.50 +29.8%
700 CMS CMS ENERGY CORP Utilities 10.0 $776.0 NEW $77.60 -6.1%
Page 35 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%