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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 146 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2901 CPRI Capri Holdings Limited Consumer Cyclical 40.0 $743.0 NEW $18.57 -26.5%
2902 VSTS Vestis Corporation Industrials 51.0 $741.0 NEW $14.53 -12.7%
2903 XPRO Expro Group Holdings NV Energy 50.0 $739.0 NEW $14.78 +23.3%
2904 GRVY GRAVITY Co Ltd ADR Technology 11.0 $739.0 NEW $67.18 +5.9%
2905 UCB United Community Banks Inc Financial Services 21.0 $737.0 NEW $35.10 +1.4%
2906 VYX NCR Voyix Corp Technology 90.0 $735.0 NEW $8.17 -3.1%
2907 WFRD Weatherford International Public Limited Energy 9.0 $734.0 NEW $81.56 +11.0%
2908 CALY Callaway Golf Company Consumer Cyclical 39.0 $733.0 NEW $18.79 -15.5%
2909 EVH Evolent Health Inc A Healthcare 135.0 $732.0 NEW $5.42 -12.6%
2910 NSIT Insight Enterprises Inc Technology 6.0 $731.0 NEW $121.83 +21.0%
2911 BZUN Baozun Inc ADR Consumer Cyclical 258.0 $730.0 NEW $2.83 +0.4%
2912 Aligos Therapeutics Inc 126.0 $727.0 NEW $5.77
2913 ERock Inc A 50.0 $725.0 NEW $14.50
2914 CDXS Codexis Inc Healthcare 321.0 $725.0 NEW $2.26 -26.1%
2915 ADTRAN Holdings Inc 52.0 $723.0 NEW $13.90
2916 TTGT TechTarget Inc Communication Services 200.0 $720.0 NEW $3.60 +6.1%
2917 VHI Valhi Inc Basic Materials 49.0 $719.0 NEW $14.67 +14.4%
2918 WTTR Select Water Solutions Inc A Utilities 36.0 $719.0 NEW $19.97 -1.3%
2919 ELTX Elicio Therapeutics Inc Healthcare 183.0 $716.0 NEW $3.91 -22.3%
2920 TSQ Townsquare Media Inc A Communication Services 101.0 $714.0 NEW $7.07 -16.1%
Page 146 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%