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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 18 of 19  ·  366 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FFC FLAHERTY & CRUMRIN PFD & INM Financial Services 10,000.0 $155K NEW $15.49 +2.2%
342 WEN WENDYS CO Consumer Cyclical 21,800.0 $152K NEW $6.95 +13.6%
343 TEI TEMPLETON EMERGING MKTS INCO Financial Services 25,000.0 $150K NEW $6.01 +3.5%
344 HUMA CALL HUMACYTE INC Healthcare 240,000.0 $146K NEW $0.61 +51.7%
345 PHK PIMCO HIGH INCOME FD Financial Services 30,300.0 $140K NEW $4.63 -1.8%
346 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 21,335.0 $138K NEW $6.48 -0.4%
347 HIO WESTERN ASSET HIGH INCOME OP Financial Services 37,500.0 $136K NEW $3.63 -0.4%
348 RA BROOKFIELD REAL ASSETS INCOM Financial Services 10,000.0 $129K NEW $12.86 -1.2%
349 CIK CREDIT SUISSE ASSET MGMT Financial Services 50,000.0 $128K NEW $2.56 -0.6%
350 GAB GABELLI EQUITY TR INC Financial Services 22,786.0 $128K NEW $5.60 -0.8%
351 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 19,186.0 $127K NEW $6.63 -15.7%
352 EDD MORGAN STANLEY EMERGING MKTS Financial Services 25,000.0 $127K NEW $5.07 +7.1%
353 EMD WESTERN ASSET EMERGING MKTS Financial Services 12,500.0 $123K NEW $9.82 +5.9%
354 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 10,000.0 $122K NEW $12.16 +4.9%
355 EHI WESTERN ASSET GBL HIGH INC F Financial Services 19,990.0 $118K NEW $5.90 +1.5%
356 CHY CALAMOS CONV & HIGH INCOME F Financial Services 10,000.0 $109K NEW $10.89 +12.5%
357 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 10,000.0 $107K NEW $10.69 +2.0%
358 NBH NEUBERGER MUN FD INC Financial Services 10,000.0 $102K NEW $10.15 +0.3%
359 EIM EATON VANCE MUN BD FD Financial Services 10,000.0 $98K NEW $9.77 -0.6%
360 TE T1 ENERGY INC Industrials 21,966.0 $96K NEW $4.39 +100.6%
Page 18 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%