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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 10 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 REX Crypto Equity Premium Income ETF 68,626.0 $2.3M 0.05% NEW $33.88
182 GILD Gilead Sciences Inc Healthcare 18,046.0 $2.3M 0.05% NEW $126.34 +10.0%
183 IREN IREN Ltd Financial Services 49,522.0 $2.3M 0.05% NEW $45.73 -1.8%
184 TWLO Twilio Inc A Communication Services 10,634.0 $2.2M 0.05% NEW $206.33 +10.8%
185 SPHY ST SPDR Portfolio High Yield Bond ETF 93,456.0 $2.2M 0.05% NEW $23.44 -0.6%
186 VCLT Vanguard Long-Term Corporate Bond ETF 29,046.0 $2.2M 0.05% NEW $75.25 -5.3%
187 PEP Pepsico Inc Consumer Defensive 16,066.0 $2.2M 0.05% NEW $135.40 +2.1%
188 CLIP Global X 1-3 Month T-BILL ETF 21,561.0 $2.2M 0.05% NEW $100.34 -0.1%
189 RPRX Royalty Pharma PLC A Healthcare 37,489.0 $2.1M 0.05% NEW $56.07 +6.0%
190 VWOB Vanguard Emerging Markets Government ETF 30,779.0 $2.1M 0.05% NEW $67.24 -2.0%
191 BHP BHP Group Ltd ADR Basic Materials 24,838.0 $2.1M 0.05% NEW $83.31 +6.1%
192 BABA Alibaba Group Holding ADR Consumer Cyclical 21,309.0 $2.0M 0.05% NEW $95.98 +29.9%
193 VTV Vanguard Value ETF 9,381.0 $2.0M 0.05% NEW $217.93 +4.0%
194 HMY Harmony Gold Mining Co Ltd ADR Basic Materials 131,037.0 $2.0M 0.04% NEW $15.21 +31.7%
195 KHC Kraft Heinz Co/The Consumer Defensive 81,740.0 $1.9M 0.04% NEW $23.62 +4.8%
196 GSK GSK PLC ADR Healthcare 36,393.0 $1.9M 0.04% NEW $52.42 -4.1%
197 NKE Nike Inc B Consumer Cyclical 46,472.0 $1.9M 0.04% NEW $41.05 -4.8%
198 ENB Enbridge Inc Energy 34,897.0 $1.9M 0.04% NEW $54.21 -6.7%
199 U Unity Software Inc Technology 65,393.0 $1.9M 0.04% NEW $28.58 +59.0%
200 APP AppLovin Corp A Technology 3,592.0 $1.9M 0.04% NEW $515.23 -39.4%
Page 10 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%