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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 4 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA Vanguard FTSE Developed Markets ETF 205,865.0 $14.7M 0.33% NEW $71.25 +3.4%
62 DRAM Roundhill Memory ETF 197,105.0 $14.6M 0.33% NEW $73.85 -18.2%
63 VWO Vanguard FTSE Emerging Markets ETF 243,770.0 $14.6M 0.33% NEW $59.69 +1.2%
64 MRVL Marvell Technology Group Ltd Technology 47,477.0 $14.1M 0.32% NEW $297.89 -21.3%
65 IONQ IonQ Inc Technology 264,484.0 $14.1M 0.32% NEW $53.26 -12.1%
66 QYLD Global X Nasdaq 100 Covered Call ETF 677,187.0 $12.5M 0.28% NEW $18.43 -1.2%
67 NFLX Netflix Inc Communication Services 167,202.0 $11.9M 0.27% NEW $71.40 +6.5%
68 PFF iShares Preferred and Income Securities 384,915.0 $11.7M 0.27% NEW $30.49 +0.5%
69 EPI WisdomTree India Earnings Fund 269,323.0 $11.5M 0.26% NEW $42.78 +0.3%
70 AMAT Applied Materials Inc Technology 14,614.0 $10.6M 0.24% NEW $723.00 -26.0%
71 PANW Palo Alto Networks Technology 30,396.0 $10.4M 0.24% NEW $341.02 +10.2%
72 T AT&T Inc Communication Services 474,876.0 $9.8M 0.22% NEW $20.70 +19.2%
73 BE Bloom Energy Corporation A Industrials 32,418.0 $9.8M 0.22% NEW $302.70 -23.3%
74 IAU iShares Gold Trust Financial Services 128,990.0 $9.7M 0.22% NEW $75.51 +10.1%
75 TMV Direxion 20-Year Treasury Bear 3X ETF 261,177.0 $9.7M 0.22% NEW $37.06 +18.9%
76 XLK ST Technology Select Sector SPDR ETF 48,227.0 $9.2M 0.21% NEW $190.51 -0.1%
77 ACWI iShares MSCI ACWI ETF 56,500.0 $8.9M 0.20% NEW $156.97 +3.1%
78 VUG Vanguard Growth ETF 91,936.0 $7.9M 0.18% NEW $86.14 +3.2%
79 QQQI NEOS Nasdaq100 High Income ETF 135,013.0 $7.7M 0.17% NEW $56.79 -1.8%
80 QQQM Invesco NASDAQ 100 ETF 23,896.0 $7.2M 0.17% NEW $302.97 -0.8%
Page 4 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%