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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 29 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 GL GLOBE LIFE INC Financial Services 6,079.0 $1.1M 0.02% NEW $178.68 -0.3%
562 SATS ECHOSTAR CORP Technology 10,669.0 $1.1M 0.02% NEW $101.50 -14.3%
563 LVS LAS VEGAS SANDS CORP Consumer Cyclical 23,343.0 $1.1M 0.02% NEW $46.19 -1.6%
564 GEN GEN DIGITAL INC Technology 43,149.0 $1.1M 0.02% NEW $24.89 +11.0%
565 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 20,216.0 $1.1M 0.02% NEW $52.65 +24.1%
566 AIZ ASSURANT INC Financial Services 3,879.0 $1.0M 0.02% NEW $268.53 +4.3%
567 AACB ARTIUS II ACQUISITION INC Financial Services 100,196.0 $1.0M 0.02% NEW $10.35 +2.2%
568 COLUMBUS CIRCLE CAP CORP II 101,915.0 $1.0M 0.02% NEW $10.13
569 AMANAT ACQUISITION CORP 102,674.0 $1.0M 0.02% NEW $10.05
570 REGCO REGENCY CTRS CORP Real Estate 12,901.0 $1.0M 0.02% NEW $79.74 -72.5%
571 PTC PTC INC Technology 9,043.0 $1.0M 0.02% NEW $113.61 +28.9%
572 APTIV PLC 16,568.0 $1.0M 0.02% NEW $61.38
573 PNW PINNACLE WEST CAP CORP Utilities 9,488.0 $1.0M 0.02% NEW $107.00 -6.4%
574 LEIDOS HOLDINGS INC 9,848.0 $1.0M 0.02% NEW $102.97
575 MOZAYYX ACQUISITION CORP 102,023.0 $1.0M 0.02% NEW $9.90
576 CEPS CANTOR EQUITY PARTNERS VI IN Financial Services 97,990.0 $1.0M 0.02% NEW $10.25 +1.3%
577 MKC MCCORMICK & CO INC Consumer Defensive 19,884.0 $1.0M 0.02% NEW $50.42 +9.6%
578 RANGE CAP ACQUISITION CORP 99,206.0 $995K 0.02% NEW $10.03
579 TKO TKO GROUP HOLDINGS INC Communication Services 4,930.0 $992K 0.02% NEW $201.31 -4.6%
580 HCM IV ACQUISITION CORP 100,000.0 $990K 0.02% NEW $9.90
Page 29 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%