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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 128 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 CVU CPI Aerostructures Inc Industrials 407.0 $2K NEW $5.19 +3.9%
2542 PLXS Plexus Corp Technology 7.0 $2K NEW $300.71 -21.6%
2543 OCC Optical Cable Corporation Technology 100.0 $2K NEW $20.97 -36.9%
2544 TR Tootsie Roll Industries Inc Consumer Defensive 53.0 $2K NEW $39.55 +5.4%
2545 NN NextNav Inc Communication Services 117.0 $2K NEW $17.83 -6.7%
2546 DK Delek US Holdings Inc Energy 41.0 $2K NEW $50.80 +38.6%
2547 OPRX OptimizeRx Corporation Healthcare 363.0 $2K NEW $5.72 +38.7%
2548 SPIB ST SPDR PF IntermediateTermCorpBond 62.0 $2K NEW $33.47 -1.0%
2549 ANF Abercrombie & Fitch Co A Consumer Cyclical 23.0 $2K NEW $90.00 +25.5%
2550 Opus Genetics Inc 501.0 $2K NEW $4.11
2551 Mativ Inc 272.0 $2K NEW $7.57
2552 NC Nacco Industries A Energy 41.0 $2K NEW $50.05 -18.1%
2553 MNSB MainStreet Bancshares Inc Financial Services 83.0 $2K NEW $24.69 +1.1%
2554 SNDR Schneider National Inc B Industrials 56.0 $2K NEW $36.54 -2.4%
2555 AIT Applied Industrial Technologies Inc Industrials 6.0 $2K NEW $338.17 +1.0%
2556 Quantum Cyber NV 1,289.0 $2K NEW $1.57
2557 APOG Apogee Enterprises Inc Industrials 44.0 $2K NEW $45.75 -9.0%
2558 LCII LCI Industries Consumer Cyclical 19.0 $2K NEW $105.89 -1.4%
2559 Polestar Automotive Holding 107.0 $2K NEW $18.78
2560 SBSI Southside Bancshares Inc Financial Services 57.0 $2K NEW $35.19 -7.8%
Page 128 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%