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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 61 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 GDDY GoDaddy Inc A Technology 535.0 $45K 0.00% NEW $84.88 +14.4%
1202 ING ING Groep NV ADR Financial Services 1,441.0 $45K 0.00% NEW $31.38 +11.0%
1203 CCOI Cogent Communications Holdings Inc Communication Services 3,254.0 $45K 0.00% NEW $13.88 -33.9%
1204 TCOM Trip.com Group Ltd ADR Consumer Cyclical 1,128.0 $45K 0.00% NEW $39.84 +15.7%
1205 BR Broadridge Financial Solutions Inc Technology 328.0 $45K 0.00% NEW $136.95 +33.0%
1206 MRCY Mercury Systems Inc Industrials 366.0 $45K 0.00% NEW $122.33 -25.3%
1207 GameStop Corp A 2,026.0 $45K 0.00% NEW $22.08
1208 XLC ST CommunicationServices SelSec SPDR ETF 417.0 $45K 0.00% NEW $107.13 +4.0%
1209 IHY VanEck International HY Bond ETF 2,060.0 $45K 0.00% NEW $21.66 +0.4%
1210 SEI Solaris Energy Infrastructure Inc A Energy 551.0 $44K 0.00% NEW $80.46 -33.8%
1211 SKYY FT Cloud Computing ETF 328.0 $44K 0.00% NEW $134.56 +19.8%
1212 ALLY Ally Financial Inc Financial Services 960.0 $44K 0.00% NEW $45.95 -6.6%
1213 CINF Cincinnati Financial Corp Financial Services 238.0 $44K 0.00% NEW $185.14 -9.1%
1214 WEN Wendy's Company Consumer Cyclical 5,309.0 $44K 0.00% NEW $8.29 +8.7%
1215 AVEX Aevex Corp A Industrials 2,100.0 $44K 0.00% NEW $20.89 -12.4%
1216 Graniteshares 2X Long SMCI ETF 3,589.0 $44K 0.00% NEW $12.22
1217 QQQU DRX Daily Magnificent7 Bull2X ETF 857.0 $44K 0.00% NEW $51.15 +7.6%
1218 LNT Alliant Energy Corp Utilities 573.0 $44K 0.00% NEW $76.29 -11.0%
1219 NRG NRG Energy Inc Utilities 299.0 $44K 0.00% NEW $146.06 -22.6%
1220 ERY Direxion Daily Energy Bear 2X ETF 3,343.0 $44K 0.00% NEW $13.06 -30.9%
Page 61 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%