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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 8 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMBJ EMBRAER S.A. Industrials 2,655.0 $158K 0.07% NEW $59.34 -4.4%
142 GE GE AEROSPACE Industrials 542.0 $154K 0.06% -374.0 -40.8% $283.77 +11.8%
143 BERKSHIRE HATHAWAY INC DEL 320.0 $153K 0.06% -2K -83.3% $479.20
144 VUG VANGUARD INDEX FDS 344.0 $150K 0.06% +106.0 +44.5% $436.79 -79.5%
145 CCL CARNIVAL CORP Consumer Cyclical 5,771.0 $149K 0.06% +3K +126.9% $25.88 +8.2%
146 AMCOR PLC 3,725.0 $148K 0.06% NEW $39.75
147 VYM VANGUARD WHITEHALL FDS 997.0 $148K 0.06% +468.0 +88.5% $148.10 +7.4%
148 PWR QUANTA SVCS INC Industrials 266.0 $146K 0.06% +215.0 +421.6% $549.02 +29.7%
149 ISRG INTUITIVE SURGICAL INC Healthcare 312.0 $144K 0.06% -36.0 -10.3% $460.99 -8.1%
150 WMT WALMART INC Consumer Defensive 1,146.0 $142K 0.06% -100.0 -8.0% $124.27 -6.0%
151 CAVA CAVA GROUP INC Consumer Cyclical 1,737.0 $141K 0.06% -846.0 -32.8% $80.90 -2.2%
152 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 140.0 $140K 0.06% -112.0 -44.4% $996.43 -3.9%
153 SITM SITIME CORP Technology 403.0 $139K 0.06% +328.0 +437.3% $345.35 +102.4%
154 EQNR EQUINOR ASA Energy 3,271.0 $138K 0.06% +3K +378.9% $42.20 -14.3%
155 SHEL SHELL PLC Energy 1,471.0 $137K 0.06% +1K +10000.0% $93.00 -9.6%
156 HUBS HUBSPOT INC Technology 559.0 $136K 0.06% +212.0 +61.1% $244.10 -14.2%
157 CAT CATERPILLAR INC Industrials 182.0 $129K 0.05% +82.0 +82.0% $708.46 +24.4%
158 KHC KRAFT HEINZ CO Consumer Defensive 5,706.0 $128K 0.05% -3K -32.2% $22.49 +8.6%
159 FN FABRINET Technology 245.0 $128K 0.05% +148.0 +152.6% $521.52 +24.2%
160 JD JD.COM INC Consumer Cyclical 4,302.0 $127K 0.05% -700.0 -14.0% $29.57 -2.2%
Page 8 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%