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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 24 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EQR EQUITY RESIDENTIAL Real Estate 26,693.0 $1.8M 0.03% NEW $67.93 -6.3%
462 LH LABCORP HOLDINGS INC Healthcare 6,420.0 $1.8M 0.03% NEW $280.00 +18.0%
463 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,550.0 $1.8M 0.03% NEW $96.88 +2.2%
464 TACO BERTO ACQUISITION CORP Financial Services 175,096.0 $1.8M 0.03% NEW $10.25 +2.1%
465 LWAC LIGHTWAVE ACQUISITION CORP Financial Services 175,945.0 $1.8M 0.03% NEW $10.15 +1.7%
466 NI NISOURCE INC Utilities 37,535.0 $1.8M 0.03% NEW $47.55 -12.5%
467 GTEN GORES HLDGS X INC Financial Services 169,587.0 $1.7M 0.03% NEW $10.30 +3.5%
468 CHRW C H ROBINSON WORLDWIDE IN Industrials 9,228.0 $1.7M 0.03% NEW $188.34 -23.3%
469 DLTR DOLLAR TREE INC Consumer Defensive 14,178.0 $1.7M 0.03% NEW $120.95 +9.0%
470 EXPAND ENERGY CORPORATION 18,729.0 $1.7M 0.03% NEW $91.19
471 CORPAY INC 5,117.0 $1.7M 0.03% NEW $333.27
472 VLTO VERALTO CORP Industrials 19,228.0 $1.7M 0.03% NEW $88.68 +12.9%
473 JBHT HUNT J B TRANS SVCS INC Industrials 5,832.0 $1.7M 0.03% NEW $289.43 -5.9%
474 GSR IV ACQUISITION CORP 165,920.0 $1.7M 0.03% NEW $10.13
475 QUANTUM LEAP ACQUISITION COR 169,001.0 $1.7M 0.03% NEW $9.90
476 EXPD EXPEDITORS INTL WASH INC Industrials 10,239.0 $1.7M 0.03% NEW $162.98 +14.4%
477 KEY KEYCORP Financial Services 72,150.0 $1.7M 0.03% NEW $23.05 -4.1%
478 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,389.0 $1.7M 0.03% NEW $107.78 +3.6%
479 PKG PACKAGING CORP AMER Consumer Cyclical 6,932.0 $1.7M 0.03% NEW $238.28 +6.1%
480 SNA SNAP ON INC Industrials 4,056.0 $1.6M 0.03% NEW $402.40 -2.1%
Page 24 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%