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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 141 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2801 JTAI Jet.AI Inc Technology 125.0 $1K NEW $8.14 -80.6%
2802 LOCO El Pollo Loco Holdings Inc Consumer Cyclical 60.0 $1K NEW $16.97 -5.5%
2803 TROX Tronox Holdings PLC A Basic Materials 160.0 $1K NEW $6.30 -11.7%
2804 TK Teekay Corporation Energy 100.0 $1K NEW $10.00 +32.4%
2805 FAN First Trust Global Wind Energy ETF 40.0 $999.0 NEW $24.98 -4.5%
2806 ALKT Alkami Technology Inc Technology 55.0 $997.0 NEW $18.13 +12.4%
2807 VC Visteon Corporation Consumer Cyclical 10.0 $992.0 NEW $99.20 +6.8%
2808 CNS Cohen & Steers Inc Financial Services 13.0 $990.0 NEW $76.15 +6.9%
2809 MAGN Magnera Corp Industrials 84.0 $987.0 NEW $11.75 +5.0%
2810 QUAD Quad Graphics Inc Industrials 117.0 $986.0 NEW $8.43 +22.3%
2811 SLVM Sylvamo Corporation Basic Materials 26.0 $983.0 NEW $37.81 -2.7%
2812 CABA Cabaletta Bio Inc Healthcare 316.0 $983.0 NEW $3.11 +0.6%
2813 TAC TransAlta Corporation Utilities 71.0 $982.0 NEW $13.83 -11.7%
2814 FOR Forestar Group Inc Real Estate 31.0 $981.0 NEW $31.65 -7.8%
2815 ANTX AN2 Therapeutics Inc Healthcare 201.0 $973.0 NEW $4.84 +20.0%
2816 FNUC Frontier Nuclear and Minerals Inc Basic Materials 635.0 $972.0 NEW $1.53 +22.2%
2817 NL NLI Holdings Inc Industrials 163.0 $970.0 NEW $5.95 +8.7%
2818 SEIC SEI Investments Financial Services 11.0 $965.0 NEW $87.73 +24.9%
2819 TRX Gold Corp 1,168.0 $964.0 NEW $0.83
2820 TNC Tennant Co Industrials 11.0 $963.0 NEW $87.55 -21.5%
Page 141 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%