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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 16 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OKTA Okta Inc A Technology 6,691.0 $913K 0.02% NEW $136.45 +5.4%
302 DEM WisdomTree Emerging High Dividend Fund 16,931.0 $911K 0.02% NEW $53.79 +0.6%
303 SFL SFL Corporation Ltd Industrials 89,272.0 $911K 0.02% NEW $10.20 +21.5%
304 GWW WW Grainger Inc Industrials 668.0 $909K 0.02% NEW $1360.40 -3.3%
305 UPS United Parcel Service Inc B Industrials 8,432.0 $906K 0.02% NEW $107.50 -5.3%
306 OXY Occidental Petroleum Corp Energy 18,614.0 $904K 0.02% NEW $48.57 +22.3%
307 MELI MercadoLibre Consumer Cyclical 530.0 $900K 0.02% NEW $1697.39 +6.4%
308 Global X T bond Enhanced Income ETF 39,195.0 $895K 0.02% NEW $22.84
309 COPX Global X Copper Miners ETF 11,572.0 $891K 0.02% NEW $76.97 +11.0%
310 VNM VanEck Vectors Vietnam ETF 48,124.0 $889K 0.02% NEW $18.47 -7.1%
311 PRU Prudential Financial Inc Financial Services 8,125.0 $877K 0.02% NEW $107.93 +15.7%
312 DOW Dow Inc Basic Materials 31,648.0 $866K 0.02% NEW $27.36 +14.5%
313 SITM SiTime Corp Technology 1,155.0 $861K 0.02% NEW $745.56 -8.6%
314 IEF iShares 7-10 Year Treasury Bond ETF 8,983.0 $850K 0.02% NEW $94.57 -1.7%
315 BFLY Butterfly Network Inc Healthcare 99,814.0 $840K 0.02% NEW $8.42 +5.7%
316 AI C3Ai Inc A Technology 91,239.0 $829K 0.02% NEW $9.09 +7.3%
317 APLD Applied Digital Corp Technology 22,028.0 $822K 0.02% NEW $37.30 -22.5%
318 WMB Williams Cos Inc Energy 11,011.0 $819K 0.02% NEW $74.34 +1.0%
319 EIDO iShares MSCI Indonesia ETF 71,970.0 $814K 0.02% NEW $11.31 +11.2%
320 MDB MongoDB Inc Technology 2,422.0 $814K 0.02% NEW $335.90 +31.3%
Page 16 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 51.8%
Financial Services 14.1%
Communication Services 10.3%
Consumer Cyclical 9.1%
Healthcare 4.7%
Industrials 3.6%
Consumer Defensive 3.5%
Basic Materials 1.2%
Energy 1.1%
Utilities 0.8%