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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 9 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VZ VERIZON COMMUNICATIONS INC Communication Services 2,508.0 $126K 0.05% -9K -78.7% $50.20 -4.6%
162 LMT LOCKHEED MARTIN CORP Industrials 207.0 $125K 0.05% -539.0 -72.2% $604.39 -11.4%
163 SE SEA LTD Consumer Cyclical 1,476.0 $122K 0.05% +705.0 +91.4% $82.81 +10.9%
164 U UNITY SOFTWARE INC Technology 5,531.0 $121K 0.05% +2K +51.9% $21.94 +35.1%
165 MA MASTERCARD INCORPORATED Financial Services 239.0 $119K 0.05% +45.0 +23.2% $499.66 -1.7%
166 QQQM INVESCO EXCH TRADED FD TR II 499.0 $119K 0.05% -116.0 -18.9% $237.62 +27.4%
167 ABNB AIRBNB INC Consumer Cyclical 910.0 $115K 0.05% -5.0 -0.6% $126.28 +5.6%
168 PATH UIPATH INC Technology 10,332.0 $115K 0.05% -8K -43.3% $11.10 +7.5%
169 BKNG BOOKING HOLDINGS INC Consumer Cyclical 27.0 $114K 0.05% +20.0 +285.7% $4210.33 -96.0%
170 BLK BLACKROCK INC Financial Services 118.0 $113K 0.05% +12.0 +11.3% $961.71 +9.2%
171 ALB ALBEMARLE CORP Basic Materials 622.0 $112K 0.05% +56.0 +9.9% $179.53 -1.2%
172 TTD THE TRADE DESK INC Technology 4,894.0 $111K 0.05% -5K -48.2% $22.69 -6.4%
173 AXP AMERICAN EXPRESS CO Financial Services 365.0 $110K 0.05% +221.0 +153.5% $302.48 +4.1%
174 ATI ATI INC Industrials 755.0 $110K 0.05% +750.0 +10000.0% $145.46 +16.3%
175 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 1,351.0 $109K 0.04% +344.0 +34.2% $80.94 +4.0%
176 KO COCA COLA CO Consumer Defensive 1,412.0 $107K 0.04% -473.0 -25.1% $76.05 +5.7%
177 XLK SELECT SECTOR SPDR TR 769.0 $102K 0.04% +387.0 +101.3% $132.90 +40.6%
178 ACWI ISHARES TR 728.0 $101K 0.04% +223.0 +44.2% $138.37 +14.3%
179 KMX CARMAX INC Consumer Cyclical 2,412.0 $100K 0.04% -419.0 -14.8% $41.58 +5.2%
180 MS MORGAN STANLEY Financial Services 602.0 $99K 0.04% +190.0 +46.1% $164.57 +23.9%
Page 9 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%