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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 36 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MTCH MATCH GROUP INC NEW Communication Services 34.0 $1K +1.0 +3.0% $38.06 +8.3%
702 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 42.0 $1K -848.0 -95.3% $30.71 +23.8%
703 VONG VANGUARD SCOTTSDALE FDS 10.0 $1K +9.0 +900.0% $127.80 -0.1%
704 NIO NIO INC Consumer Cyclical 250.0 $1K -110.0 -30.6% $5.06 -13.8%
705 RHI ROBERT HALF INC. Industrials 41.0 $1K $30.71 +46.4%
706 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 20.0 $1K -20.0 -50.0% $62.20 -29.8%
707 CENX CENTURY ALUM CO Basic Materials 27.0 $1K NEW $46.00 -0.2%
708 SPYD SPDR SERIES TRUST 25.0 $1K NEW $47.72 +4.7%
709 RRX REGAL REXNORD CORPORATION Industrials 5.0 $1K NEW $238.20 -31.2%
710 XLRE SELECT SECTOR SPDR TR 27.0 $1K -239.0 -89.8% $44.04 +1.4%
711 ALGN ALIGN TECHNOLOGY INC Healthcare 7.0 $1K NEW $168.71 -5.9%
712 HALO HALOZYME THERAPEUTICS INC Healthcare 15.0 $1K -55.0 -78.6% $78.27 +36.6%
713 CE CELANESE CORP DEL Basic Materials 25.0 $1K -47.0 -65.3% $46.00 -2.5%
714 RF REGIONS FINANCIAL CORP NEW Financial Services 38.0 $1K $30.21 +0.6%
715 ORI OLD REP INTL CORP Financial Services 28.0 $1K -54.0 -65.8% $40.93 +3.2%
716 AMTM AMENTUM HOLDINGS INC Industrials 55.0 $1K -81.0 -59.6% $20.67 -1.2%
717 THC TENET HEALTHCARE CORP Healthcare 6.0 $1K +5.0 +500.0% $187.00 +43.2%
718 XLI SELECT SECTOR SPDR TR 6.0 $1K -15.0 -71.4% $185.17 -3.4%
719 VRSK VERISK ANALYTICS INC Industrials 6.0 $1K $179.50 +6.4%
720 WEC WEC ENERGY GROUP INC Utilities 9.0 $1K NEW $116.78 -9.0%
Page 36 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%