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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 7 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KHC KRAFT HEINZ CO Consumer Defensive 8,416.0 $204K 0.07% NEW $24.25 +0.9%
122 GTM ZOOMINFO TECHNOLOGIES INC Technology 20,006.0 $203K 0.07% NEW $10.17 -68.4%
123 INSM INSMED INC Healthcare 1,153.0 $201K 0.07% NEW $174.04 -37.7%
124 UBER UBER TECHNOLOGIES INC Technology 2,447.0 $200K 0.07% NEW $81.71 -13.4%
125 T AT&T INC Communication Services 8,032.0 $200K 0.07% NEW $24.84 +0.2%
126 VGLT VANGUARD SCOTTSDALE FDS 3,536.0 $197K 0.06% NEW $55.80 -1.8%
127 ISRG INTUITIVE SURGICAL INC Healthcare 348.0 $197K 0.06% NEW $566.36 -25.2%
128 EIX EDISON INTL Utilities 3,190.0 $191K 0.06% NEW $60.02 +17.1%
129 PANW PALO ALTO NETWORKS INC Technology 1,011.0 $186K 0.06% NEW $184.20 +39.9%
130 UPST UPSTART HLDGS INC Financial Services 4,204.0 $184K 0.06% NEW $43.73 -29.8%
131 CIFR CIPHER MINING INC Financial Services 12,397.0 $183K 0.06% NEW $14.76 +66.6%
132 AVAV AEROVIRONMENT INC Industrials 756.0 $183K 0.06% NEW $241.89 -11.4%
133 GFI GOLD FIELDS LTD Basic Materials 3,983.0 $174K 0.06% NEW $43.66 -7.8%
134 LULU LULULEMON ATHLETICA INC Consumer Cyclical 834.0 $173K 0.06% NEW $207.81 -36.8%
135 DB DEUTSCHE BANK A G Financial Services 4,471.0 $172K 0.06% NEW $38.56 -14.1%
136 CEG CONSTELLATION ENERGY CORP Utilities 482.0 $170K 0.06% NEW $353.27 -19.0%
137 DELL DELL TECHNOLOGIES INC Technology 1,300.0 $164K 0.05% NEW $125.88 +151.9%
138 U UNITY SOFTWARE INC Technology 3,641.0 $161K 0.05% NEW $44.17 -37.2%
139 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 15,208.0 $159K 0.05% NEW $10.44 -0.3%
140 BND VANGUARD BD INDEX FDS 2,134.0 $158K 0.05% NEW $74.07 -0.9%
Page 7 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%