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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 41 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 AEVA Aeva Technologies Inc Consumer Cyclical 4,699.0 $135K 0.00% NEW $28.72 -34.3%
802 Venture Global Inc 12,113.0 $135K 0.00% NEW $11.13
803 CLOU Global X Cloud Computing ETF 5,916.0 $135K 0.00% NEW $22.74 +21.7%
804 SSRM SSR Mining Inc Basic Materials 4,737.0 $134K 0.00% NEW $28.28 +30.2%
805 AGI Alamos Gold Inc A Basic Materials 4,410.0 $134K 0.00% NEW $30.34 +20.9%
806 KD Kyndryl Holdings Inc Technology 11,757.0 $133K 0.00% NEW $11.31 +8.8%
807 AOS A.O. Smith Industrials 2,119.0 $133K 0.00% NEW $62.72 -0.5%
808 SPSB ST SPDR PF Short Term Corp Bond ETF 4,426.0 $133K 0.00% NEW $30.01 -0.2%
809 ProShares Nasdaq 100 High Income ETF 2,612.0 $133K 0.00% NEW $50.80
810 ANNX Annexon Inc Healthcare 23,225.0 $133K 0.00% NEW $5.71 -9.3%
811 DPZ Domino's Pizza Inc Consumer Cyclical 445.0 $132K 0.00% NEW $296.04 +12.9%
812 EBND ST SPDR BB Emerging Local BondETF 6,287.0 $132K 0.00% NEW $20.92 +1.1%
813 TX Ternium Basic Materials 3,069.0 $131K 0.00% NEW $42.70 +27.0%
814 FIXD FT Smith Opportunistic Fixed Income ETF 3,002.0 $131K 0.00% NEW $43.61 -1.5%
815 MTSI MACOM Technology Solutions HD Technology 344.0 $131K 0.00% NEW $380.37 -30.0%
816 LTH Life Time Group Holdings Inc Consumer Cyclical 3,194.0 $130K 0.00% NEW $40.84 +9.5%
817 LVS Las Vegas Sands Corp Consumer Cyclical 2,811.0 $130K 0.00% NEW $46.19 -0.5%
818 FTGC FT Global Tactical Commodity ETF 4,774.0 $129K 0.00% NEW $27.05 +12.4%
819 SERV Serve Robotics Inc Industrials 19,607.0 $129K 0.00% NEW $6.58 -28.0%
820 CB Chubb Limited Financial Services 376.0 $128K 0.00% NEW $340.74 +0.6%
Page 41 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%