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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 13 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 HD Home Depot Inc Consumer Cyclical 3,800.0 $1.3M 0.03% NEW $352.68 -4.2%
242 EWG iShares MSCI Germany ETF 32,229.0 $1.3M 0.03% NEW $41.37 +6.3%
243 BLK BlackRock Inc A Financial Services 1,381.0 $1.3M 0.03% NEW $961.56 +19.3%
244 RDW Redwire Corp Industrials 108,179.0 $1.3M 0.03% NEW $12.23 +9.6%
245 NVO Novo Nordisk A/S ADR Healthcare 27,582.0 $1.3M 0.03% NEW $47.94 -6.4%
246 TSEM Tower Semiconductor Ltd Technology 5,019.0 $1.3M 0.03% NEW $260.64 +1.2%
247 EMB iShares JPM USD Emerging Market Bond ETF 13,514.0 $1.3M 0.03% NEW $96.44 -1.8%
248 TER Teradyne Inc Technology 2,692.0 $1.3M 0.03% NEW $483.84 -8.4%
249 CONL GraniteShares 2X Long COIN ETF 298,655.0 $1.3M 0.03% NEW $4.27 -2.6%
250 BMY Bristol-Myers Squibb Co Healthcare 22,094.0 $1.3M 0.03% NEW $57.62 +12.2%
251 APH Amphenol Corp A Technology 7,129.0 $1.3M 0.03% NEW $176.32 -3.1%
252 AFRM Affirm Holdings Inc Technology 15,191.0 $1.2M 0.03% NEW $81.55 -8.6%
253 NIO NIO Inc ADR Consumer Cyclical 244,780.0 $1.2M 0.03% NEW $5.06 -9.1%
254 SHY iShares 1-3 Year Treasury Bond ETF 14,989.0 $1.2M 0.03% NEW $82.11 -0.1%
255 MARA MARA Holdings Inc Financial Services 88,183.0 $1.2M 0.03% NEW $13.89 -30.1%
256 SOXS Direxion Daily Semi Bear 3X ETF 376,256.0 $1.2M 0.03% NEW $3.24 +1084.0%
257 AIPI REX AI Equity Premium Income ETF 32,393.0 $1.2M 0.03% NEW $37.18 +0.6%
258 AIQ Global X Art Intel Technology ETF 18,305.0 $1.2M 0.03% NEW $65.61 -2.5%
259 TIP iShares TIPS Bond ETF 10,968.0 $1.2M 0.03% NEW $109.43 -2.4%
260 CCJ Cameco Corp Energy 11,740.0 $1.2M 0.03% NEW $101.86 -3.2%
Page 13 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 51.8%
Financial Services 14.1%
Communication Services 10.3%
Consumer Cyclical 9.1%
Healthcare 4.7%
Industrials 3.6%
Consumer Defensive 3.5%
Basic Materials 1.2%
Energy 1.1%
Utilities 0.8%