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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 147 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 HPK HighPeak Energy Inc Energy 101.0 $706.0 NEW $6.99 +19.0%
2922 VCYT Veracyte Inc Healthcare 12.0 $705.0 NEW $58.75 -28.0%
2923 STEP StepStone Group Inc A Financial Services 17.0 $703.0 NEW $41.35 +20.9%
2924 AEYE AudioEye Inc Technology 121.0 $703.0 NEW $5.81 +23.9%
2925 KRMD KORU Medical Systems Inc Healthcare 167.0 $701.0 NEW $4.20 -23.5%
2926 BCRX BioCryst Pharmaceuticals Inc Healthcare 70.0 $700.0 NEW $10.00 -4.5%
2927 ITRI Itron Technology 8.0 $692.0 NEW $86.50 +15.6%
2928 NXDR Nextdoor Holdings Inc A Communication Services 302.0 $686.0 NEW $2.27 +5.2%
2929 RNXT RenovoRx Inc Healthcare 700.0 $686.0 NEW $0.98 +34.7%
2930 Fluent Inc 183.0 $683.0 NEW $3.73
2931 BBBY Bed Bath & Beyond Inc Consumer Cyclical 118.0 $683.0 NEW $5.79 -24.8%
2932 KEX Kirby Corporation Industrials 5.0 $680.0 NEW $136.00 +2.9%
2933 VREX Varex Imaging Corp Healthcare 65.0 $678.0 NEW $10.43 +77.5%
2934 Kiora Pharmaceuticals Inc 256.0 $673.0 NEW $2.63
2935 LMAT LeMaitre Vascular Inc Healthcare 7.0 $672.0 NEW $96.00 -14.7%
2936 ALC Alcon Inc Healthcare 10.0 $671.0 NEW $67.10 +9.7%
2937 CLDX Celldex Therapeutics Inc Healthcare 18.0 $670.0 NEW $37.22 +8.5%
2938 Sinclair Inc A 47.0 $670.0 NEW $14.26
2939 AMWL American Well Corp Healthcare 73.0 $666.0 NEW $9.12 +30.4%
2940 EON Resources Inc A 1,500.0 $662.0 NEW $0.44
Page 147 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%