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Portfolio (Quarterly) Guide ↗

NOMURA HOLDINGS INC

· CIK 0001163653
13F Portfolio $37.7B AUM 2,179 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 366 New 478 Added 701 Reduced 577 Exited
Page 17 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,086.0 $237K 0.00% NEW $38.97 -11.2%
322 BBY BEST BUY INC Consumer Cyclical 3,686.0 $237K 0.00% NEW $64.20 -6.1%
323 HBM HUDBAY MINERALS INC Basic Materials 11,242.0 $235K 0.00% NEW $20.90 +17.0%
324 BTZ BLACKROCK CR ALLOCATION Financial Services 23,000.0 $232K 0.00% NEW $10.10 -1.2%
325 GTM PUT ZOOMINFO TECHNOLOGIES INC Technology 38,800.0 $232K 0.00% NEW $5.98 -38.5%
326 JD PUT JD.COM INC Consumer Cyclical 7,700.0 $228K 0.00% NEW $29.57 +10.3%
327 HL HECLA MINING COMPANY Basic Materials 12,211.0 $227K 0.00% NEW $18.63 -8.0%
328 BIDU PUT BAIDU INC Communication Services 2,000.0 $223K 0.00% NEW $111.42 +21.1%
329 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 749.0 $219K 0.00% NEW $292.75 +34.5%
330 CMPR CIMPRESS PLC Communication Services 2,967.0 $217K 0.00% NEW $73.00 +33.9%
331 FOX FOX CORP Communication Services 3,831.0 $203K 0.00% NEW $53.10 +9.5%
332 HIX WESTERN ASSET HIGH INCOM FD Financial Services 50,000.0 $199K 0.00% NEW $3.98 -0.4%
333 NZF NUVEEN MUN CR INCOME FD Financial Services 15,000.0 $183K NEW $12.18 +0.4%
334 PFN PIMCO INCOME STRATEGY FD II Financial Services 26,300.0 $181K NEW $6.89 -0.8%
335 SLDE PUT SLIDE INS HLDGS INC Financial Services 10,000.0 $180K NEW $18.00 +3.6%
336 ASST STRIVE INC Communication Services 16,981.0 $170K NEW $10.02 +68.8%
337 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 16,000.0 $168K NEW $10.51 +1.1%
338 KIO KKR INCOME OPPORTUNITIES FD Financial Services 15,000.0 $165K NEW $11.00 +1.5%
339 CRGY CRESCENT ENERGY COMPANY Energy 12,217.0 $165K NEW $13.50 -0.5%
340 NHS NEUBERGER HIGH YIELD ST FD I Financial Services 25,000.0 $162K NEW $6.48 -4.3%
Page 17 of 19  ·  366 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 32.0%
Healthcare 11.2%
Consumer Defensive 9.9%
Consumer Cyclical 9.3%
Industrials 8.4%
Communication Services 7.8%
Financial Services 7.6%
Basic Materials 6.1%
Energy 3.7%
Real Estate 2.5%