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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 175 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 ONMD OneMedNet Corp A Healthcare 157.0 $112.0 NEW $0.71 -16.0%
3482 ASUR Asure Software Inc Technology 14.0 $111.0 NEW $7.93 +7.6%
3483 AVNW Aviat Networks Inc Technology 5.0 $111.0 NEW $22.20 -6.8%
3484 BMRC Bank of Marin Bancorp Financial Services 4.0 $111.0 NEW $27.75 -2.6%
3485 LONA LeonaBio Inc Healthcare 12.0 $110.0 NEW $9.17 -13.5%
3486 RXO RXO Inc Industrials 4.0 $110.0 NEW $27.50 -20.9%
3487 Direxion Daily AVGO Bear 1X ETF 14.0 $110.0 NEW $7.86
3488 Astrotech Corporation 10.0 $109.0 NEW $10.90
3489 Fold Holdings Inc 241.0 $109.0 NEW $0.45
3490 DFLI Dragonfly Energy Holdings Corp Industrials 55.0 $108.0 NEW $1.96 -41.9%
3491 APEI American Public Education Consumer Defensive 2.0 $107.0 NEW $53.50 -17.3%
3492 CABO Cable One Inc Communication Services 2.0 $106.0 NEW $53.00 -49.9%
3493 EEIQ EpicQuest Education Group International Consumer Defensive 35.0 $106.0 NEW $3.03 -7.9%
3494 FAMI Farmmi Inc A Consumer Defensive 445.0 $106.0 NEW $0.24 -56.8%
3495 Baldwin Insurance Group Inc A 4.0 $106.0 NEW $26.50
3496 INFU InfuSystem Holdings Inc Healthcare 11.0 $106.0 NEW $9.64 +26.7%
3497 PFBC Preferred Bank Financial Services 1.0 $106.0 NEW $106.00 -2.5%
3498 KB KB Financial Group Inc ADR Financial Services 1.0 $105.0 NEW $105.00 +7.6%
3499 MXC Mexco Energy Corporation Energy 14.0 $105.0 NEW $7.50 +31.7%
3500 CTMX CytomX Therapeutics Inc Healthcare 28.0 $105.0 NEW $3.75 -11.9%
Page 175 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%