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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 26 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 AI INFRASTRUCTURE ACQUISI 149,209.0 $1.5M 0.02% NEW $10.10
502 OYSTER ENTERPRISES II ACQUIS 146,483.0 $1.5M 0.02% NEW $10.25
503 BDCI BTC DEV CORP Financial Services 150,000.0 $1.5M 0.02% NEW $10.00 +0.9%
504 L LOEWS CORP Financial Services 13,210.0 $1.5M 0.02% NEW $113.21 -0.7%
505 INCY INCYTE CORP Healthcare 13,138.0 $1.5M 0.02% NEW $113.36 +8.9%
506 GSR V ACQUISITION CORP 149,062.0 $1.5M 0.02% NEW $9.95
507 EFX EQUIFAX INC Industrials 9,322.0 $1.5M 0.02% NEW $158.72 +14.6%
508 MEVO M EVO GBL ACQUISITION CORP I Financial Services 150,024.0 $1.5M 0.02% NEW $9.85 +1.2%
509 ESS ESSEX PPTY TR INC Real Estate 5,031.0 $1.5M 0.02% NEW $291.59 -2.7%
510 SBAC SBA COMMUNICATIONS CORP Real Estate 8,304.0 $1.5M 0.02% NEW $176.46 +2.8%
511 BRO BROWN & BROWN INC Financial Services 22,821.0 $1.5M 0.02% NEW $64.15 +8.1%
512 YORKVILLE INTL CAP CORP 146,100.0 $1.5M 0.02% NEW $10.00
513 FTV FORTIVE CORP Technology 23,867.0 $1.5M 0.02% NEW $61.09 -2.7%
514 GIS GENERAL MILLS INC Consumer Defensive 41,781.0 $1.5M 0.02% NEW $34.80 +9.4%
515 VTRS VIATRIS INC Healthcare 91,171.0 $1.4M 0.02% NEW $15.88 +1.8%
516 NVR NVR INC Consumer Cyclical 211.0 $1.4M 0.02% NEW $6813.40 -8.3%
517 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 37,099.0 $1.4M 0.02% NEW $38.73 +49.2%
518 BLZR TRAILBLAZER ACQUISITION CORP Financial Services 142,937.0 $1.4M 0.02% NEW $10.05 +1.2%
519 EGH ACQUISITION CORP. 138,596.0 $1.4M 0.02% NEW $10.25
520 LII LENNOX INTL INC Industrials 2,479.0 $1.4M 0.02% NEW $572.95 -28.3%
Page 26 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%