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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 46 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 OPRA Opera Limited ADR Communication Services 5,251.0 $104K 0.00% NEW $19.83 -4.4%
902 MMYT MakeMyTrip Ltd Consumer Cyclical 1,953.0 $104K 0.00% NEW $53.29 +13.5%
903 INTW GraniteShares 2x Long INTC Daily ETF 2,041.0 $103K 0.00% NEW $50.67 -63.0%
904 FRMI Fermi Llc Utilities 11,289.0 $103K 0.00% NEW $9.16 -35.4%
905 HP Helmerich & Payne Inc Energy 3,156.0 $103K 0.00% NEW $32.74 +33.0%
906 IMMX Immix Biopharma Inc Healthcare 10,000.0 $103K 0.00% NEW $10.31 +32.5%
907 DLLL GraniteShares 2x Long Dell Daily ETF 4,104.0 $102K 0.00% NEW $24.96 -5.7%
908 AGGY WisdomTree Yield Enhanced U.S ABondF 2,355.0 $102K 0.00% NEW $43.48 -1.8%
909 NTNX Nutanix Inc A Technology 2,007.0 $102K 0.00% NEW $50.96 +32.7%
910 MCHP Microchip Technology Inc Technology 1,121.0 $102K 0.00% NEW $91.20 -16.6%
911 TSMX Direxion Daily TSM Bull 2X ETF 973.0 $102K 0.00% NEW $104.77 -26.1%
912 GUSH Daily S&P Oil&Gas Exp&Prod Bull 2x ETF 3,310.0 $102K 0.00% NEW $30.71 +48.3%
913 XSOE WisdomTree Emerging Markets Fund 2,066.0 $102K 0.00% NEW $49.18 -3.4%
914 VIST Vista Energy SAB de CV ADR Energy 1,590.0 $101K 0.00% NEW $63.80 +9.1%
915 APD Air Products & Chemicals Inc Basic Materials 346.0 $101K 0.00% NEW $293.18 +4.1%
916 CGNX Cognex Corporation Technology 1,400.0 $101K 0.00% NEW $72.42 -16.4%
917 TOL Toll Brothers Inc Consumer Cyclical 615.0 $101K 0.00% NEW $164.75 -10.7%
918 AAPU Direxion Daily AAPL Bull 2X ETF 2,904.0 $101K 0.00% NEW $34.87 +11.5%
919 MYRG MYR Group Inc Industrials 202.0 $101K 0.00% NEW $500.40 -37.9%
920 HYEM VanEck Emerging HY Bond ETF 4,997.0 $100K 0.00% NEW $20.11 -0.2%
Page 46 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 53.2%
Financial Services 14.5%
Consumer Cyclical 9.3%
Communication Services 7.8%
Healthcare 4.8%
Industrials 3.7%
Consumer Defensive 3.6%
Basic Materials 1.2%
Energy 1.1%
Utilities 0.8%