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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 7 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNJ JOHNSON & JOHNSON Healthcare 883.0 $216K 0.09% -221.0 -20.0% $244.44 -5.4%
122 SRLN SSGA ACTIVE ETF TR 5,214.0 $209K 0.09% +4K +553.4% $40.14 +1.1%
123 IAU ISHARES GOLD TR Financial Services 2,292.0 $202K 0.08% +795.0 +53.1% $88.16 -3.9%
124 AVAV AEROVIRONMENT INC Industrials 1,092.0 $200K 0.08% +336.0 +44.4% $183.05 +18.4%
125 VGK VANGUARD INTL EQUITY INDEX F 2,378.0 $196K 0.08% +1K +79.1% $82.43 +8.1%
126 PL PLANET LABS PBC Industrials 7,009.0 $196K 0.08% NEW $27.95 +84.1%
127 PANW PALO ALTO NETWORKS INC Technology 1,198.0 $192K 0.08% +187.0 +18.5% $160.32 +61.5%
128 ZS ZSCALER INC Technology 1,366.0 $192K 0.08% +818.0 +149.3% $140.29 -5.5%
129 FIG FIGMA INC Technology 8,983.0 $190K 0.08% -2K -18.9% $21.14 +10.5%
130 AFRM AFFIRM HLDGS INC Technology 4,136.0 $190K 0.08% -12K -75.1% $45.82 +58.6%
131 RBLX ROBLOX CORP Technology 3,217.0 $182K 0.08% +1K +65.2% $56.56 -17.2%
132 INTU INTUIT Technology 415.0 $179K 0.07% +214.0 +106.5% $432.38 -27.1%
133 UBER UBER TECHNOLOGIES INC Technology 2,483.0 $179K 0.07% +36.0 +1.5% $71.93 -1.8%
134 SYM SYMBOTIC INC Industrials 3,219.0 $171K 0.07% -7K -69.7% $53.20 -7.4%
135 TER TERADYNE INC Technology 569.0 $169K 0.07% +325.0 +133.2% $296.46 +29.3%
136 QS QUANTUMSCAPE CORP Consumer Cyclical 26,195.0 $167K 0.07% +16K +158.3% $6.38 +45.1%
137 DOCS DOXIMITY INC Healthcare 7,147.0 $167K 0.07% +7K +2770.3% $23.30 -9.5%
138 SNOW SNOWFLAKE INC Technology 1,091.0 $165K 0.07% -83.0 -7.1% $150.82 +62.3%
139 SPEM SPDR INDEX SHS FDS 3,385.0 $159K 0.07% +2K +107.9% $46.91 +11.9%
140 T AT&T INC Communication Services 5,472.0 $159K 0.07% -3K -31.9% $28.99 -14.4%
Page 7 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%