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Portfolio (Quarterly) Guide ↗

SBI Securities Co., Ltd.

· CIK 0001851815
13F Portfolio $4.4B AUM 4,072 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 4072 New
Page 118 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 TON Strategy Co 1,352.0 $3K NEW $2.55
2342 AUPH Aurinia Pharmaceuticals Inc Healthcare 203.0 $3K NEW $16.97 -2.4%
2343 JBSS John B Sanfilippo & Son Inc Consumer Defensive 40.0 $3K NEW $86.00 -12.2%
2344 CXW Corecivic Inc Real Estate 113.0 $3K NEW $30.38 +11.4%
2345 DYN Dyne Therapeutics Inc Healthcare 154.0 $3K NEW $22.21 +17.0%
2346 PAYO Payoneer Global Inc Technology 478.0 $3K NEW $7.12 -0.1%
2347 AFJK Aimei Health Technology Co Ltd Financial Services 112.0 $3K NEW $30.30 -60.4%
2348 CNH Industrial NV 302.0 $3K NEW $11.23
2349 BLTE Belite Bio Inc ADR Healthcare 22.0 $3K NEW $154.00 +3.2%
2350 MTDR Matador Resources Co Energy 68.0 $3K NEW $49.78 +15.5%
2351 MAN ManpowerGroup Inc Industrials 100.0 $3K NEW $33.77 +81.8%
2352 MHO M I Homes Inc Consumer Cyclical 21.0 $3K NEW $160.81 -5.5%
2353 Oddity Tech Ltd A 223.0 $3K NEW $15.13
2354 NVST Envista Holdings Corp Healthcare 128.0 $3K NEW $26.35 +3.8%
2355 CVSA Covista Inc Consumer Cyclical 27.0 $3K NEW $124.67 +6.5%
2356 OEC Orion SA Basic Materials 504.0 $3K NEW $6.63 -9.2%
2357 ORKA Oruka Therapeutics Inc Healthcare 35.0 $3K NEW $95.17 +7.6%
2358 ARTNA Artesian Resources Corp A Utilities 98.0 $3K NEW $33.99 +5.6%
2359 GCTS GCT Semiconductor Holding Inc Technology 1,115.0 $3K NEW $2.97 -37.4%
2360 TCBI Texas Capital Bancshares Inc Financial Services 32.0 $3K NEW $103.25 -5.1%
Page 118 of 204  ·  4,072 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 53.2%
Financial Services 14.5%
Consumer Cyclical 9.3%
Communication Services 7.8%
Healthcare 4.8%
Industrials 3.7%
Consumer Defensive 3.6%
Basic Materials 1.2%
Energy 1.1%
Utilities 0.8%