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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 165 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 BCC Boise Cascade Co Basic Materials 3.0 $233.0 NEW $77.67 +5.8%
3282 MFI Mf International Ltd A Technology 25.0 $232.0 NEW $9.28 +20.8%
3283 TG Tredegar Corp Industrials 29.0 $231.0 NEW $7.97 -0.6%
3284 CI&T Inc 69.0 $230.0 NEW $3.33
3285 Installed Building Products Inc 1.0 $230.0 NEW $230.00
3286 FLOW Global X US CF KINGS 100 ETF 6.0 $229.0 NEW $38.17 +17.4%
3287 LGL The LGL Group Inc Technology 33.0 $228.0 NEW $6.91 +7.8%
3288 RELL Richardson Electronics Ltd Technology 12.0 $228.0 NEW $19.00 -9.9%
3289 TXNM Energy Inc 4.0 $227.0 NEW $56.75
3290 TELA Tela Bio Inc Healthcare 301.0 $226.0 NEW $0.75 -12.3%
3291 TRVI Trevi Therapeutics Inc Healthcare 12.0 $224.0 NEW $18.67 -3.0%
3292 FLXS Flexsteel Industries Inc Consumer Cyclical 3.0 $223.0 NEW $74.33 +9.6%
3293 CNK Cinemark Holdings Inc Communication Services 7.0 $222.0 NEW $31.71 +15.9%
3294 AVAL Grupo Aval Acciones y Valores SA ADR Financial Services 44.0 $221.0 NEW $5.02 +9.1%
3295 NCSM NCS Multistage Holdings Inc Energy 5.0 $221.0 NEW $44.20 +12.8%
3296 URGN UroGen Pharma Ltd Healthcare 6.0 $221.0 NEW $36.83 +26.5%
3297 SRRK Scholar Rock Holding Corporation Healthcare 4.0 $220.0 NEW $55.00 +2.0%
3298 UVSP Univest Financial Corporation Financial Services 5.0 $219.0 NEW $43.80 -5.4%
3299 AIOT Powerfleet Inc Technology 57.0 $218.0 NEW $3.82 -21.7%
3300 EQ Equillium Inc Healthcare 68.0 $218.0 NEW $3.21 -26.7%
Page 165 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%