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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 9 of 46  ·  914 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HDV ISHARES TR 6,117.0 $168K 0.04% +6K +4833.1% $27.41 +7.6%
162 VUG VANGUARD INDEX FDS 1,928.0 $166K 0.04% +2K +460.5% $86.14 +3.0%
163 XLE SELECT SECTOR SPDR TR 3,039.0 $161K 0.04% -503.0 -14.2% $53.11 +16.6%
164 SE SEA LTD Consumer Cyclical 1,684.0 $161K 0.04% +208.0 +14.1% $95.83 +22.3%
165 XE X-ENERGY INC Industrials 8,746.0 $161K 0.04% NEW $18.36 +1.7%
166 XLK SELECT SECTOR SPDR TR 841.0 $160K 0.04% +72.0 +9.4% $190.52 -1.6%
167 IAU ISHARES GOLD TR Financial Services 2,117.0 $160K 0.04% -175.0 -7.6% $75.51 +14.6%
168 FIG FIGMA INC Technology 8,729.0 $158K 0.04% -254.0 -2.8% $18.09 +68.2%
169 PINS PINTEREST INC Communication Services 7,507.0 $158K 0.04% +5K +203.2% $21.03 +10.6%
170 BERKSHIRE HATHAWAY INC DEL 315.0 $158K 0.04% -5.0 -1.6% $500.39
171 TEAM ATLASSIAN CORPORATION Technology 1,948.0 $152K 0.04% +2K +2397.4% $77.79 +132.3%
172 KO COCA COLA CO Consumer Defensive 1,823.0 $148K 0.03% +411.0 +29.1% $81.27 +10.4%
173 WMT WALMART INC Consumer Defensive 1,278.0 $145K 0.03% +132.0 +11.5% $113.26 -9.2%
174 ABNB AIRBNB INC Consumer Cyclical 1,006.0 $144K 0.03% +96.0 +10.6% $143.10 +30.4%
175 MDB MONGODB INC Technology 422.0 $142K 0.03% +242.0 +134.4% $335.90 +30.2%
176 ON ON SEMICONDUCTOR CORP Technology 1,486.0 $140K 0.03% +1K +392.1% $94.54 -21.7%
177 RACE FERRARI N V Consumer Cyclical 377.0 $140K 0.03% -390.0 -50.9% $372.29 +11.5%
178 F FORD MTR CO Consumer Cyclical 10,079.0 $140K 0.03% +9K +778.7% $13.90 +0.9%
179 HUBS HUBSPOT INC Technology 760.0 $139K 0.03% +201.0 +36.0% $182.51 +38.7%
180 PWR QUANTA SVCS INC Industrials 192.0 $138K 0.03% -74.0 -27.8% $720.04 -13.7%
Page 9 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%