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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 39 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FLS FLOWSERVE CORP Industrials 7.0 $486.0 NEW $69.43 +8.8%
762 EQH EQUITABLE HLDGS INC Financial Services 10.0 $477.0 NEW $47.70 -13.3%
763 ODFL OLD DOMINION FREIGHT LINE IN Industrials 3.0 $470.0 NEW $156.67 +43.7%
764 CLH CLEAN HARBORS INC Industrials 2.0 $469.0 NEW $234.50 +20.0%
765 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 20.0 $468.0 NEW $23.40 +24.1%
766 APPF APPFOLIO INC Technology 2.0 $465.0 NEW $232.50 -30.6%
767 KDP KEURIG DR PEPPER INC Consumer Defensive 16.0 $448.0 NEW $28.00 +7.3%
768 VRSK VERISK ANALYTICS INC Industrials 2.0 $447.0 NEW $223.50 -21.7%
769 WLK WESTLAKE CORPORATION Basic Materials 6.0 $444.0 NEW $74.00 +17.4%
770 VENTURE GLOBAL INC 65.0 $443.0 NEW $6.82
771 ACI ALBERTSONS COS INC Consumer Defensive 25.0 $429.0 NEW $17.16 -9.0%
772 ALL ALLSTATE CORP Financial Services 2.0 $416.0 NEW $208.00 -1.0%
773 MUSA MURPHY USA INC Consumer Cyclical 1.0 $404.0 NEW $404.00 +25.2%
774 ED CONSOLIDATED EDISON INC Utilities 4.0 $397.0 NEW $99.25 +6.4%
775 APG API GROUP CORP Industrials 10.0 $383.0 NEW $38.30 +7.2%
776 BP BP PLC Energy 11.0 $382.0 NEW $34.73 +20.5%
777 SWK STANLEY BLACK & DECKER INC Industrials 5.0 $371.0 NEW $74.20 +7.0%
778 GPC GENUINE PARTS CO Consumer Cyclical 3.0 $369.0 NEW $123.00 -19.8%
779 VONG VANGUARD SCOTTSDALE FDS 3.0 $365.0 NEW $121.67 +8.2%
780 ICLR ICON PLC Healthcare 2.0 $364.0 NEW $182.00 -25.2%
Page 39 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%