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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 126 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 FULT Fulton Financial Corp Financial Services 96.0 $2K NEW $24.19 -2.1%
2502 PEBO Peoples Bancorp Inc OH Financial Services 60.0 $2K NEW $38.42 +4.3%
2503 USLM United States Lime & Minerals Inc Basic Materials 22.0 $2K NEW $104.68 +16.5%
2504 MDU MDU Resources Group Inc Industrials 108.0 $2K NEW $21.21 -6.0%
2505 GRPN Groupon Inc Communication Services 95.0 $2K NEW $24.06 -19.3%
2506 BLMN Bloomin' Brands Inc Consumer Cyclical 250.0 $2K NEW $9.14 +26.7%
2507 IVOV Vanguard S&P Mid-Cap 400 Value ETF 20.0 $2K NEW $114.05 +0.4%
2508 CMP Compass Minerals International Inc Basic Materials 73.0 $2K NEW $31.12 -19.2%
2509 KARO Karooooo Ltd Technology 46.0 $2K NEW $49.37 +30.8%
2510 TRex 2X Long AFRM Daily Target ETF 172.0 $2K NEW $13.19
2511 AVXL Anavex Life Sciences Corp Healthcare 874.0 $2K NEW $2.59 +23.5%
2512 FCF First Commonwealth Financial Corporation Financial Services 111.0 $2K NEW $20.33 +3.5%
2513 BBRE JPM Betabldrs MSCI US REIT ETF 21.0 $2K NEW $107.29 +1.2%
2514 ELA Envela Corporation Consumer Cyclical 78.0 $2K NEW $28.88 -50.5%
2515 WOOF Petco Health and Wellness Co Inc A Consumer Cyclical 828.0 $2K NEW $2.72 +7.5%
2516 OTTR Otter Tail Corporation Utilities 25.0 $2K NEW $90.00 +2.0%
2517 FLNA Filana Therapeutics Inc Healthcare 1,886.0 $2K NEW $1.19 -20.8%
2518 RS Reliance Inc Basic Materials 6.0 $2K NEW $373.67 +3.3%
2519 HDL Super Hi International Holding Ltd ADR Consumer Cyclical 180.0 $2K NEW $12.40 +12.1%
2520 COLM Columbia Sportswear Company Consumer Cyclical 36.0 $2K NEW $61.83 -2.6%
Page 126 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%