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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 35 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FUTURE VISION II ACQUISITION 11,000.0 $119K 0.00% NEW $10.85
682 SPARK I ACQUISITION CORP 10,287.0 $118K 0.00% NEW $11.45
683 METALS ACQUISITION CORP II 11,000.0 $112K 0.00% NEW $10.15
684 PONO CAP FOUR INC 10,411.0 $103K 0.00% NEW $9.85
685 INSIGHT DIGITAL PARTNERS II 10,000.0 $101K 0.00% NEW $10.06
686 INVEST GREEN ACQUISITION COR 10,000.0 $100K 0.00% NEW $10.01
687 WEST ENCLAVE MERGER CORP 10,000.0 $99K 0.00% NEW $9.90
688 CHAMPIONSGATE ACQUISITION CO 69,300.0 $7K NEW $0.10
689 MKDWELL TECH INC 82,560.0 $826.0 NEW $0.01
690 GOGORO INC 12,913.0 NEW
Page 35 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%