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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 170 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 STOK Stoke Therapeutics Inc Healthcare 5.0 $164.0 NEW $32.80 -4.3%
3382 HOPE Hope Bancorp Inc Financial Services 12.0 $164.0 NEW $13.67 +2.2%
3383 MAS Masco Corp Industrials 2.0 $163.0 NEW $81.50 -10.0%
3384 HNI HNI Corporation Industrials 4.0 $162.0 NEW $40.50 +18.0%
3385 PXLW Pixelworks Inc Technology 26.0 $162.0 NEW $6.23 +10.3%
3386 WTFC Wintrust Financial Corp Financial Services 1.0 $161.0 NEW $161.00 -5.2%
3387 CBZ CBIZ Inc Industrials 5.0 $160.0 NEW $32.00 +71.9%
3388 CCC CCC Intelligent Solutions Holdings Inc Technology 31.0 $160.0 NEW $5.16 +44.3%
3389 Neptune Insurance Holdings Inc A 5.0 $158.0 NEW $31.60
3390 LPSN LivePerson Inc Technology 83.0 $158.0 NEW $1.90 +43.9%
3391 Uxin Ltd ADR 101.0 $157.0 NEW $1.55
3392 WFCF Where Food Comes From Inc Technology 12.0 $156.0 NEW $13.00 +2.4%
3393 Qiagen NV 4.0 $156.0 NEW $39.00
3394 HRTG Heritage Insurance Holdings Inc Financial Services 6.0 $156.0 NEW $26.00 +29.3%
3395 ORGO Organogenesis Holdings Inc Healthcare 64.0 $156.0 NEW $2.44 -24.5%
3396 KLXE KLX Energy Services Holdings Inc Energy 60.0 $155.0 NEW $2.58 -36.9%
3397 BWAY Brainsway Ltd ADR Healthcare 10.0 $155.0 NEW $15.50 -3.4%
3398 CCB Coastal Financial Corp WA Financial Services 2.0 $155.0 NEW $77.50 -40.5%
3399 TTEC TTEC Holdings Inc Technology 80.0 $155.0 NEW $1.94 -26.2%
3400 OGS ONE Gas Utilities 2.0 $154.0 NEW $77.00 +5.7%
Page 170 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%