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Portfolio (Quarterly) Guide ↗

MIZUHO SECURITIES USA LLC

· CIK 0000812291
13F Portfolio $6.2B AUM 690 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 690 New
Page 22 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ES EVERSOURCE ENERGY Utilities 29,443.0 $2.1M 0.03% NEW $72.27 -0.1%
422 PPG PPG INDS INC Basic Materials 17,451.0 $2.1M 0.03% NEW $121.29 -7.0%
423 VEEV VEEVA SYS INC Healthcare 11,754.0 $2.1M 0.03% NEW $177.47 +36.8%
424 INDIGO ACQUISITION CORP 205,100.0 $2.1M 0.03% NEW $10.10
425 RJF RAYMOND JAMES FINL INC Financial Services 13,579.0 $2.1M 0.03% NEW $152.03 +17.9%
426 AVB AVALONBAY CMNTYS INC Real Estate 10,876.0 $2.1M 0.03% NEW $188.69 -2.5%
427 FISV FISERV INC Technology 41,748.0 $2.0M 0.03% NEW $49.05 +5.4%
428 PHM PULTE GROUP INC Consumer Cyclical 14,913.0 $2.0M 0.03% NEW $137.21 -8.1%
429 SILVER PEGASUS ACQUISITION C 200,001.0 $2.0M 0.03% NEW $10.20
430 HSY HERSHEY CO Consumer Defensive 11,605.0 $2.0M 0.03% NEW $175.45 +4.6%
431 DXCM DEXCOM INC Healthcare 30,209.0 $2.0M 0.03% NEW $67.35 +33.0%
432 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,582.0 $2.0M 0.03% NEW $1277.51 +9.6%
433 RF REGIONS FINANCIAL CORP NEW Financial Services 66,810.0 $2.0M 0.03% NEW $30.20 +5.0%
434 AWK AMERICAN WTR WKS CO INC NEW Utilities 15,288.0 $2.0M 0.03% NEW $131.58 +3.6%
435 SYF SYNCHRONY FINANCIAL Financial Services 26,334.0 $2.0M 0.03% NEW $76.05 +6.0%
436 SVAQ SILICON VY ACQUISITION CORP Financial Services 200,000.0 $2.0M 0.03% NEW $10.00 +0.4%
437 CBOE CBOE GLOBAL MKTS INC Financial Services 8,193.0 $2.0M 0.03% NEW $242.67 +19.9%
438 WST WEST PHARMACEUTICAL SVSC INC Healthcare 5,531.0 $2.0M 0.03% NEW $359.00 -3.5%
439 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,536.0 $2.0M 0.03% NEW $437.64 -16.5%
440 FSLR FIRST SOLAR INC Energy 8,412.0 $2.0M 0.03% NEW $235.96 -6.8%
Page 22 of 35  ·  690 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 34.4%
Financial Services 21.1%
Communication Services 8.9%
Consumer Cyclical 8.4%
Healthcare 8.0%
Industrials 7.2%
Consumer Defensive 4.1%
Energy 2.7%
Utilities 2.2%
Real Estate 1.6%