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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 155 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3081 PZG Paramount Gold Nevada Corp Basic Materials 380.0 $433.0 NEW $1.14 +34.3%
3082 CYPH Cypherpunk Technologies Inc Healthcare 704.0 $431.0 NEW $0.61 +131.9%
3083 STG Sunlands Technology Group ADR Consumer Defensive 110.0 $431.0 NEW $3.92 -22.2%
3084 CLOV Clover Health Investments Corp Healthcare 82.0 $430.0 NEW $5.24 -20.9%
3085 SPB Spectrum Brands Holdings Inc Consumer Defensive 5.0 $429.0 NEW $85.80 +1.3%
3086 LFST Lifestance Health Group Inc Healthcare 40.0 $428.0 NEW $10.70 +16.5%
3087 SDEV Stablecoin Development Corporation Healthcare 406.0 $426.0 NEW $1.05 +7.7%
3088 BitFuFu Inc A 302.0 $426.0 NEW $1.41
3089 BH Biglari Holdings Inc B Consumer Cyclical 1.0 $426.0 NEW $426.00 -8.7%
3090 CBRL Cracker Barrel Old Country Store Inc Consumer Cyclical 8.0 $426.0 NEW $53.25 +8.3%
3091 GOGO Gogo Inc Communication Services 137.0 $425.0 NEW $3.10 -13.6%
3092 XOMA XOMA Royalty Corporation Healthcare 10.0 $425.0 NEW $42.50 -5.5%
3093 STGW Stagwell Inc Communication Services 57.0 $424.0 NEW $7.44 +17.3%
3094 TNDM Tandem Diabetes Care Inc Healthcare 28.0 $423.0 NEW $15.11 +47.7%
3095 CLBT Cellebrite DI Ltd Technology 29.0 $423.0 NEW $14.59 -24.2%
3096 CNVS Cineverse Corp A Communication Services 142.0 $422.0 NEW $2.97 -14.9%
3097 MLCO Melco Resorts & Entertainment ADR Consumer Cyclical 80.0 $422.0 NEW $5.28 +4.1%
3098 WAFD WaFd Inc Financial Services 11.0 $422.0 NEW $38.36 -5.2%
3099 BOSC BOS Better On-Line Solutions Technology 93.0 $418.0 NEW $4.49 +3.5%
3100 HUDI Huadi International Group Co Ltd Basic Materials 454.0 $418.0 NEW $0.92 +7.5%
Page 155 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%