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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 37 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 5.0 $709.0 NEW $141.80 +12.0%
722 FMX FOMENTO ECONOMICO MEXICANO S SPON Consumer Defensive 7.0 $707.0 NEW $101.00 +18.4%
723 NOV NOV INC Energy 45.0 $703.0 NEW $15.62 +28.1%
724 ALKS ALKERMES PLC Healthcare 25.0 $700.0 NEW $28.00 +52.2%
725 GL GLOBE LIFE INC Financial Services 5.0 $699.0 NEW $139.80 +10.8%
726 ZM ZOOM COMMUNICATIONS INC Technology 8.0 $690.0 NEW $86.25 +18.7%
727 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 7.0 $685.0 NEW $97.86 +17.9%
728 GKOS GLAUKOS CORP Healthcare 6.0 $677.0 NEW $112.83 -9.4%
729 PRU PRUDENTIAL FINL INC Financial Services 6.0 $677.0 NEW $112.83 -10.1%
730 BWA BORGWARNER INC Consumer Cyclical 15.0 $676.0 NEW $45.07 +60.8%
731 PAYX PAYCHEX INC Industrials 6.0 $673.0 NEW $112.17 -13.0%
732 HOLOGIC INC 9.0 $670.0 NEW $74.44
733 ONB OLD NATL BANCORP IND Financial Services 30.0 $669.0 NEW $22.30 +7.3%
734 MOD MODINE MFG CO Consumer Cyclical 5.0 $668.0 NEW $133.60 +107.6%
735 LAD LITHIA MTRS INC Consumer Cyclical 2.0 $665.0 NEW $332.50 -12.8%
736 CVLT COMMVAULT SYS INC Technology 5.0 $627.0 NEW $125.40 -5.7%
737 MLM MARTIN MARIETTA MATLS INC Basic Materials 1.0 $623.0 NEW $623.00 -6.0%
738 CCK CROWN HLDGS INC Consumer Cyclical 6.0 $618.0 NEW $103.00 -6.5%
739 CTVA CORTEVA INC Basic Materials 9.0 $603.0 NEW $67.00 +18.5%
740 BYD BOYD GAMING CORP Consumer Cyclical 7.0 $597.0 NEW $85.29 -3.2%
Page 37 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%