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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 21 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SJNK ST SPDR BB Short Term High Yield Bond 21,617.0 $541K 0.01% NEW $25.03 -0.8%
402 INTU Intuit Inc Technology 2,061.0 $538K 0.01% NEW $261.00 +34.3%
403 AAL American Airlines Group Industrials 29,716.0 $537K 0.01% NEW $18.07 -22.2%
404 SNA Snap-on Inc Industrials 1,331.0 $536K 0.01% NEW $402.40 -1.7%
405 KNG FT Vest SP500 Div Aristocrats Target ETF 10,586.0 $535K 0.01% NEW $50.50 +2.5%
406 AngloGold Ashanti PLC 6,605.0 $534K 0.01% NEW $80.89
407 DUOL Duolingo Inc Technology 4,620.0 $531K 0.01% NEW $115.02 +21.4%
408 LIN Linde PLC Basic Materials 1,020.0 $529K 0.01% NEW $518.94 -7.8%
409 NUE Nucor Corp Basic Materials 2,371.0 $528K 0.01% NEW $222.75 +18.6%
410 BBAI BigBearai Holdings Inc Technology 143,788.0 $528K 0.01% NEW $3.67 -15.0%
411 VBR Vanguard Small-Cap Value ETF 2,170.0 $527K 0.01% NEW $242.99 +1.8%
412 KEEL Keel Infrastructure Corp Technology 91,811.0 $527K 0.01% NEW $5.74 -44.9%
413 HL Hecla Mining Co Basic Materials 34,110.0 $526K 0.01% NEW $15.43 +16.3%
414 Viking Holdings Ltd 4,981.0 $521K 0.01% NEW $104.67
415 Ouster Inc 8,308.0 $519K 0.01% NEW $62.52
416 VFH Vanguard Financials ETF 3,943.0 $519K 0.01% NEW $131.60 +7.6%
417 WEBL Direxion Dow Jones Internet Bull 3x ETF 22,580.0 $519K 0.01% NEW $22.98 +19.7%
418 SOLV Solventum Corp Healthcare 6,725.0 $519K 0.01% NEW $77.15 +13.4%
419 USB US Bancorp Financial Services 8,582.0 $518K 0.01% NEW $60.40 +7.3%
420 REMX VE Rare Earth and Strategic Metals ETF 5,817.0 $515K 0.01% NEW $88.50 -13.5%
Page 21 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%