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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 43 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CRUS CIRRUS LOGIC INC Technology 1.0 $149.0 NEW $149.00 -25.9%
842 UHS UNIVERSAL HLTH SVCS INC Healthcare 1.0 $149.0 $149.00 +19.9%
843 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 3.0 $143.0 -17.0 -85.0% $47.67 -8.8%
844 GKOS GLAUKOS CORP Healthcare 1.0 $140.0 -2.0 -66.7% $140.00 +29.0%
845 BR BROADRIDGE FINL SOLUTIONS IN Technology 1.0 $137.0 -8.0 -88.9% $137.00 +32.6%
846 EXLS EXLSERVICE HLDGS INC Technology 5.0 $129.0 $25.80 +45.3%
847 FRMI FERMI INC Utilities 14.0 $128.0 -500.0 -97.3% $9.14 -38.6%
848 TFX TELEFLEX INCORPORATED Healthcare 1.0 $127.0 -290.0 -99.7% $127.00 +9.2%
849 SSNC SS&C TECH HLDGS Technology 2.0 $124.0 -10.0 -83.3% $62.00 +34.0%
850 PPG PPG INDS INC Basic Materials 1.0 $121.0 $121.00 -5.4%
851 IRTC IRHYTHM HOLDINGS INC Healthcare 1.0 $119.0 $119.00 +0.1%
852 IPGP IPG PHOTONICS CORP Technology 1.0 $117.0 -20.0 -95.2% $117.00 -36.6%
853 WTRG ESSENTIAL UTILS INC Utilities 3.0 $115.0 -11.0 -78.6% $38.33 +6.3%
854 TROW PRICE T ROWE GROUP INC Financial Services 1.0 $114.0 -30.0 -96.8% $114.00 -1.3%
855 SHOP SHOPIFY INC Technology 1.0 $114.0 $114.00 +31.8%
856 AEE AMEREN CORP Utilities 1.0 $113.0 $113.00 -4.6%
857 SJM SMUCKER J M CO Consumer Defensive 1.0 $113.0 $113.00 +15.8%
858 KR KROGER CO Consumer Defensive 2.0 $111.0 -28.0 -93.3% $55.50 +5.4%
859 NWL NEWELL BRANDS INC Consumer Defensive 18.0 $111.0 -1K -98.6% $6.17 -3.4%
860 SHV ISHARES TR 1.0 $110.0 $110.00 +0.3%
Page 43 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%