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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 37 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 16.0 $597.0 -640.0 -97.6% $37.31 +27.9%
722 VTV VANGUARD INDEX FDS 3.0 $589.0 -2.0 -40.0% $196.33 +7.9%
723 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5.0 $585.0 -2.0 -28.6% $117.00 -3.3%
724 TXNM ENERGY INC 10.0 $585.0 $58.50
725 AAON AAON INC Industrials 7.0 $579.0 -5.0 -41.7% $82.71 +67.3%
726 RJF RAYMOND JAMES FINL INC Financial Services 4.0 $579.0 -3.0 -42.9% $144.75 -0.3%
727 RTX RTX CORPORATION Industrials 3.0 $579.0 $193.00 -7.8%
728 EAT BRINKER INTL INC Consumer Cyclical 4.0 $571.0 -7.0 -63.6% $142.75 +0.7%
729 A AGILENT TECHNOLOGIES INC Healthcare 5.0 $570.0 NEW $114.00 +19.4%
730 GEN GEN DIGITAL INC Technology 30.0 $565.0 $18.83 +32.7%
731 WTRG ESSENTIAL UTILS INC Utilities 14.0 $564.0 +12.0 +600.0% $40.29 -8.4%
732 UMBF UMB FINL CORP Financial Services 5.0 $564.0 $112.80 +17.1%
733 NTES NETEASE COM INC Technology 5.0 $560.0 -100.0 -95.2% $112.00 +10.5%
734 EQH EQUITABLE HLDGS INC Financial Services 15.0 $557.0 +5.0 +50.0% $37.13 +12.7%
735 AGX ARGAN INC Industrials 1.0 $545.0 NEW $545.00 +17.4%
736 PSN PARSONS CORP DEL Industrials 10.0 $542.0 -249.0 -96.1% $54.20 +8.5%
737 WIX WIX COM LTD Technology 6.0 $540.0 NEW $90.00 -39.5%
738 ULTA ULTA BEAUTY INC Consumer Cyclical 1.0 $523.0 -9.0 -90.0% $523.00 -2.2%
739 ITW ILLINOIS TOOL WKS INC Industrials 2.0 $521.0 NEW $260.50 -4.5%
740 FLS FLOWSERVE CORP Industrials 7.0 $515.0 $73.57 +2.5%
Page 37 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%