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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 5 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SLV iShares Silver Trust Financial Services 128,500.0 $6.9M 0.16% NEW $53.47 +11.4%
82 JPM JPMorgan Chase & Co Financial Services 20,636.0 $6.8M 0.15% NEW $327.33 +10.3%
83 ALAB Astera Labs Inc Technology 13,758.0 $6.6M 0.15% NEW $483.02 -33.7%
84 WDC Western Digital Corp Technology 10,111.0 $6.5M 0.15% NEW $638.72 -16.1%
85 GEV GE Vernova Utilities 5,421.0 $6.4M 0.14% NEW $1174.86 -8.2%
86 TEAM Atlassian Corp Technology 80,379.0 $6.3M 0.14% NEW $77.79 +103.5%
87 GS Goldman Sachs Group Inc Financial Services 5,769.0 $5.8M 0.13% NEW $1011.37 +3.9%
88 TOK iShares MSCI Kokusai ETF 38,909.0 $5.8M 0.13% NEW $149.80 +4.4%
89 LITE Lumentum Holdings Inc Technology 6,754.0 $5.8M 0.13% NEW $858.06 +12.9%
90 UNH UnitedHealth Group Inc Healthcare 13,485.0 $5.6M 0.13% NEW $415.63 -4.8%
91 ASTS AST SpaceMobile Inc Technology 62,642.0 $5.6M 0.13% NEW $88.86 -19.9%
92 VRT Vertiv Holdings Co Industrials 16,549.0 $5.5M 0.13% NEW $334.82 -12.7%
93 VSS Vanguard FTSE All-Worldex ex-US SmallCap 35,885.0 $5.5M 0.13% NEW $154.29 +3.8%
94 SHV iShares 0-1 Year Treasury Bond ETF 49,690.0 $5.5M 0.12% NEW $110.35 -0.1%
95 MCD McDonald's Corp Consumer Cyclical 20,172.0 $5.5M 0.12% NEW $270.31 -1.8%
96 GDX VanEck Gold Miners ETF 70,345.0 $5.3M 0.12% NEW $75.45 +21.7%
97 VGK Vanguard FTSE Europe ETF 59,371.0 $5.3M 0.12% NEW $88.54 +4.0%
98 LRCX Lam Research Corp Technology 12,127.0 $5.3M 0.12% NEW $433.33 -20.7%
99 STX Seagate Technology PLC Technology 5,438.0 $5.2M 0.12% NEW $965.00 +3.1%
100 AFL Aflac Inc Financial Services 44,428.0 $5.2M 0.12% NEW $117.25 +3.2%
Page 5 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%