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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 51 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 EME EMCOR Group Inc Industrials 95.0 $79K 0.00% NEW $829.88 -6.4%
1002 YUM Yum Brands Inc Consumer Cyclical 491.0 $78K 0.00% NEW $159.86 -4.3%
1003 DJIA Global X Dow 30 Cov Call ETF 3,535.0 $78K 0.00% NEW $22.14 +3.5%
1004 DJT Trump Media & Technology Group Corp Communication Services 10,053.0 $78K 0.00% NEW $7.74 +17.6%
1005 LPG Dorian LPG Ltd Energy 2,227.0 $77K 0.00% NEW $34.78 +47.0%
1006 GGAL Grupo Financiero Galicia SA ADR Financial Services 1,546.0 $77K 0.00% NEW $50.03 -17.1%
1007 DT Dynatrace Inc Technology 1,759.0 $77K 0.00% NEW $43.91 +12.3%
1008 WSM Williams-Sonoma Inc Consumer Cyclical 330.0 $77K 0.00% NEW $233.10 +1.9%
1009 Blue Owl Capital Corp 7,075.0 $77K 0.00% NEW $10.87
1010 APOS Apollo Global Management 647.0 $77K 0.00% NEW $118.31
1011 TD Toronto-Dominion Bank Financial Services 629.0 $76K 0.00% NEW $121.43 -3.5%
1012 RELX RELX PLC ADR Communication Services 2,411.0 $76K 0.00% NEW $31.67 +13.4%
1013 TECS Direxion Daily Tech Bear 3X ETF 12,394.0 $76K 0.00% NEW $6.16 +952.6%
1014 CFG Citizens Financial Group Inc Financial Services 1,084.0 $76K 0.00% NEW $70.07 -0.3%
1015 AEIS Advanced Energy Industries Industrials 203.0 $76K 0.00% NEW $372.87 -23.3%
1016 DuPont de Nemours 558.0 $76K 0.00% NEW $135.64
1017 POOL Pool Corp Industrials 352.0 $76K 0.00% NEW $214.90 -12.5%
1018 AMBA Ambarella Inc Technology 880.0 $76K 0.00% NEW $85.80 -14.1%
1019 NEXA Nexa Resources SA Basic Materials 6,165.0 $75K 0.00% NEW $12.24 +25.8%
1020 UDOW Proshares Ultrapro Dow30 ETF 1,074.0 $75K 0.00% NEW $70.09 +4.0%
Page 51 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%