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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 46 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 ROL ROLLINS INC Consumer Cyclical 1.0 $42.0 $42.00 -11.3%
902 PCOR PROCORE TECHNOLOGIES INC Technology 1.0 $41.0 NEW $41.00 +47.4%
903 BP BP PLC Energy 1.0 $37.0 -190.0 -99.5% $37.00 +14.8%
904 KBR KBR INC Industrials 1.0 $35.0 -100.0 -99.0% $35.00 +8.7%
905 BEKE KE HLDGS INC Real Estate 2.0 $29.0 $14.50 +24.1%
906 LCID LUCID GROUP INC Consumer Cyclical 4.0 $27.0 $6.75 -27.3%
907 SPTL SPDR SERIES TRUST 1.0 $26.0 $26.00 -2.3%
908 ZETA ZETA GLOBAL HOLDINGS CORP Technology 1.0 $20.0 -356.0 -99.7% $20.00 +40.3%
909 GTM ZOOMINFO TECHNOLOGIES INC Technology 6.0 $18.0 $3.00 +26.5%
910 YMM FULL TRUCK ALLIANCE CO LTD Technology 2.0 $16.0 -1K -99.8% $8.00 +11.2%
911 ARX ACCELERANT HOLDINGS Financial Services 1.0 $12.0 $12.00 +64.0%
912 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1.0 $11.0 $11.00 +5.3%
913 CNH INDL N V 1.0 $11.0 $11.00
914 PTON PELOTON INTERACTIVE INC Consumer Cyclical 1.0 $6.0 -2.0 -66.7% $6.00 -11.3%
Page 46 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%