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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 144 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 LKQ LKQ Corp Consumer Cyclical 32.0 $843.0 NEW $26.34 -2.2%
2862 INVA Innoviva Inc Healthcare 37.0 $840.0 NEW $22.70 -7.2%
2863 FTSM First Trust Enhanced Short Maturity ETF 14.0 $836.0 NEW $59.71 +0.3%
2864 EPM Evolution Petroleum Corp Energy 227.0 $835.0 NEW $3.68 -4.0%
2865 IMMP Immutep Limited ADR Healthcare 2,002.0 $835.0 NEW $0.42 -7.4%
2866 Astrana Health Inc 18.0 $835.0 NEW $46.39
2867 CRCT Cricut Inc A Technology 190.0 $834.0 NEW $4.39 +27.4%
2868 Tenax Therapeutics Inc 57.0 $829.0 NEW $14.54
2869 EXLS ExlService Holdings Inc Technology 32.0 $828.0 NEW $25.88 +45.0%
2870 PHUN Phunware Inc Technology 404.0 $828.0 NEW $2.05 +1.5%
2871 BNC CEA Industries Inc Industrials 304.0 $827.0 NEW $2.72 +15.8%
2872 PASG Passage Bio Inc Healthcare 169.0 $825.0 NEW $4.88 -9.0%
2873 CADL Candel Therapeutics Inc Healthcare 80.0 $824.0 NEW $10.30 +27.5%
2874 ESGU iShares ESG Aware MSCI USA ETF 5.0 $818.0 NEW $163.60 +2.5%
2875 LSPD Lightspeed Commerce Inc Technology 78.0 $818.0 NEW $10.49 +1.2%
2876 CBT Cabot Corporation Basic Materials 9.0 $817.0 NEW $90.78 -6.2%
2877 EFC Ellington Financial Inc Real Estate 60.0 $817.0 NEW $13.62 +0.1%
2878 EYPT EyePoint Inc Healthcare 57.0 $815.0 NEW $14.30 -62.8%
2879 LXEO Lexeo Therapeutics Inc Healthcare 175.0 $815.0 NEW $4.66 +4.8%
2880 TruBridge Inc 31.0 $813.0 NEW $26.23
Page 144 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%