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Portfolio (Quarterly) Guide ↗

Mizuho Securities Co. Ltd.

· CIK 0001520309
13F Portfolio $7M AUM 14 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 4 Added 3 Reduced 31 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 78.0 $24K 0.33% -882.0 -91.9% $313.00 +28.1%
2 MSFT MICROSOFT CORP Technology 15.0 $7K 0.10% -5.0 -25.0% $483.60 -15.3%
3 NVDA NVIDIA CORPORATION Technology 10.0 $2K 0.03% -3K -99.7% $186.50 +26.4%

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
Consumer Cyclical 73.9%
Technology 24.7%
Industrials 0.7%
Communication Services 0.3%
Healthcare 0.2%
Financial Services 0.2%