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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 102 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 PFSI PennyMac Financial Services Inc Financial Services 80.0 $7K NEW $87.10 -13.7%
2022 AON AON Plc Financial Services 21.0 $7K NEW $331.67 +8.3%
2023 COIG Leverage Shares 2X Long COIN Daily ETF 1,666.0 $7K NEW $4.18 +35.6%
2024 JILL J Jill Inc Consumer Cyclical 437.0 $7K NEW $15.87 +26.1%
2025 PUBM PubMatic Inc A Technology 528.0 $7K NEW $13.12 +24.7%
2026 PRCH Porch Group Inc Technology 460.0 $7K NEW $15.04 +13.4%
2027 ALAR Alarum Technologies Ltd ADR Technology 859.0 $7K NEW $8.04 -78.9%
2028 EBIZ Global X E-commerce ETF 250.0 $7K NEW $27.60 +10.7%
2029 HIMX Himax Technologies Inc ADR Technology 449.0 $7K NEW $15.34 -12.4%
2030 CNR Core Natural Resources Inc Energy 86.0 $7K NEW $80.02 +20.2%
2031 GRNT Granite Ridge Resources Inc Energy 1,559.0 $7K NEW $4.41 +14.5%
2032 DDS Dillard's Inc A Consumer Cyclical 13.0 $7K NEW $528.38 +21.6%
2033 BEKE KE Holdings Inc ADR Real Estate 471.0 $7K NEW $14.53 +21.9%
2034 LINC Lincoln Educational Services Corporation Consumer Defensive 137.0 $7K NEW $49.90 -50.2%
2035 NVR NVR Inc Consumer Cyclical 1.0 $7K NEW $6813.00 -6.1%
2036 RMNI Rimini Street Inc Technology 1,597.0 $7K NEW $4.26 +22.3%
2037 RNG RingCentral Inc A Technology 174.0 $7K NEW $38.98 +72.1%
2038 WDH Waterdrop Inc ADR Financial Services 6,000.0 $7K NEW $1.13 -12.2%
2039 James Hardie Industries plc 258.0 $7K NEW $26.18
2040 SiriusPoint Ltd 281.0 $7K NEW $24.00
Page 102 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%