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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 35 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FMC FMC CORP Basic Materials 136.0 $2K -200.0 -59.5% $11.50 -3.7%
682 SBSW SIBANYE STILLWATER LTD Basic Materials 184.0 $2K -4K -95.8% $8.49 +42.4%
683 DXJ WISDOMTREE TR 9.0 $2K NEW $173.56 +2.7%
684 RPM RPM INTL INC Basic Materials 14.0 $2K -11.0 -44.0% $111.14 -3.7%
685 SANM SANMINA CORP Technology 6.0 $2K NEW $253.00 -21.5%
686 UNILEVER PLC 25.0 $2K -37.0 -59.7% $60.12
687 RGA REINSURANCE GROUP AMER INC Financial Services 7.0 $1K $212.71 +15.9%
688 SLB SLB LIMITED Energy 32.0 $1K -165.0 -83.8% $46.50 +15.3%
689 L LOEWS CORP Financial Services 13.0 $1K +6.0 +85.7% $113.23 -2.0%
690 GDS GDS HLDGS LTD Technology 49.0 $1K NEW $30.02 +8.5%
691 AXSM AXSOME THERAPEUTICS INC. Healthcare 6.0 $1K +1.0 +20.0% $244.83 -15.4%
692 MET METLIFE INC Financial Services 17.0 $1K +1.0 +6.2% $84.59 +14.1%
693 CSGP COSTAR GROUP INC Real Estate 50.0 $1K $28.32 +13.5%
694 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15.0 $1K +3.0 +25.0% $92.07 -2.7%
695 EEM ISHARES TR 20.0 $1K NEW $68.40 -1.8%
696 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 40.0 $1K -50.0 -55.6% $33.88 +11.9%
697 DOV DOVER CORP Industrials 6.0 $1K $224.33 -8.8%
698 KWEB KRANESHARES TRUST 55.0 $1K NEW $24.47 +7.4%
699 AUGO AURA MINERALS INC Basic Materials 21.0 $1K +20.0 +2000.0% $62.95 +41.9%
700 CARR CARRIER GLOBAL CORPORATION Industrials 18.0 $1K -12.0 -40.0% $73.33 -19.9%
Page 35 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%