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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 132 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2621 CPSH CPS Technologies Corp Technology 300.0 $2K NEW $5.52 -30.1%
2622 Motorsport Games Inc A 414.0 $2K NEW $4.00
2623 CYH Community Health Systems Inc Healthcare 493.0 $2K NEW $3.34 -9.9%
2624 GEVG Leverage Shares 2X Long GEV Daily ETF 45.0 $2K NEW $36.58 -39.5%
2625 RIGL Rigel Pharmaceuticals Inc Healthcare 42.0 $2K NEW $39.12 +15.3%
2626 BZFD BuzzFeed Inc Communication Services 1,121.0 $2K NEW $1.46 -22.6%
2627 Yatsen Holding Limited ADR 516.0 $2K NEW $3.17
2628 CXAI CXApp Inc A Technology 8,773.0 $2K NEW $0.19 +1993.9%
2629 AFYA Afya Limited Consumer Defensive 110.0 $2K NEW $14.84 -4.2%
2630 CMC Commercial Metals Company Basic Materials 26.0 $2K NEW $62.77 +3.3%
2631 ELVN Enliven Therapeutics Inc Healthcare 32.0 $2K NEW $50.75 +20.5%
2632 TLYS Tilly's Inc A Consumer Cyclical 384.0 $2K NEW $4.20 -11.0%
2633 DAVA Endava plc ADR Technology 569.0 $2K NEW $2.83 +12.4%
2634 INTR Inter & Co Inc A Financial Services 296.0 $2K NEW $5.43 +2.4%
2635 EXFY Expensify Inc Technology 895.0 $2K NEW $1.79 +52.0%
2636 CENT Central Garden & Pet Co 36.0 $2K NEW $44.33
2637 TREE LendingTree Inc Financial Services 36.0 $2K NEW $44.28 -30.1%
2638 Zevra Therapeutics Inc 111.0 $2K NEW $14.34
2639 GDS GDS Holdings Limited ADR Technology 53.0 $2K NEW $30.04 +5.7%
2640 HTO H2O America Utilities 26.0 $2K NEW $60.77 +6.1%
Page 132 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%