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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 172 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 Verastem Inc 37.0 $141.0 NEW $3.81
3422 Mogu Inc ADR 84.0 $140.0 NEW $1.67
3423 NTGR NETGEAR Inc Technology 6.0 $140.0 NEW $23.33 -10.6%
3424 SLI Standard Lithium Ltd Basic Materials 51.0 $140.0 NEW $2.75 -16.0%
3425 MMSI Merit Medical Systems Inc Healthcare 2.0 $139.0 NEW $69.50 +30.3%
3426 ABX Abacus Global Management Inc Financial Services 13.0 $139.0 NEW $10.69 -15.2%
3427 ANNA AleAnna Inc A Energy 48.0 $139.0 NEW $2.90 -1.6%
3428 CRBU Caribou Biosciences Inc Healthcare 79.0 $139.0 NEW $1.76 -8.8%
3429 SST System1 Inc Industrials 60.0 $139.0 NEW $2.32 -15.5%
3430 USGO Us Goldmining Inc Basic Materials 17.0 $138.0 NEW $8.12 +13.0%
3431 NXTS Nexentis Technologies Inc Consumer Defensive 32.0 $138.0 NEW $4.31 -57.2%
3432 MARM FT Vest US Equity Max Buffer March ETF 4.0 $137.0 NEW $34.25 +0.5%
3433 THRM Gentherm Inc Consumer Cyclical 4.0 $136.0 NEW $34.00 +18.6%
3434 OVLY Oak Valley Bancorp Financial Services 4.0 $135.0 NEW $33.75 +1.2%
3435 GIII G-III Apparel Group Consumer Cyclical 4.0 $135.0 NEW $33.75 -1.6%
3436 ACRV Acrivon Therapeutics Inc Healthcare 75.0 $134.0 NEW $1.79 +25.1%
3437 CEPU Central Puerto S A ADR Utilities 9.0 $134.0 NEW $14.89 -13.7%
3438 PLBY Playboy Inc Consumer Cyclical 110.0 $134.0 NEW $1.22 -0.8%
3439 KEP Korea Electric Power Corporation ADR Utilities 11.0 $133.0 NEW $12.09 -7.1%
3440 KFY Korn Ferry Industrials 2.0 $133.0 NEW $66.50 +27.1%
Page 172 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%