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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 62 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 PALU Direxion Daily PANW Bull 2X ETF 844.0 $44K 0.00% NEW $51.67 +5.0%
1222 ATEN A10 Networks Inc Technology 1,167.0 $44K 0.00% NEW $37.36 -30.1%
1223 OTIS Otis Worldwide Corporation Industrials 606.0 $43K 0.00% NEW $71.60 -0.2%
1224 QRVO Qorvo Inc Technology 461.0 $43K 0.00% NEW $93.27 +2.5%
1225 BBDO Banco Bradesco SA ADR Financial Services 14,284.0 $43K 0.00% NEW $3.00 +4.7%
1226 NOBL ProShares SP500 Dividend Aristocrats ETF 763.0 $43K 0.00% NEW $56.16 +4.6%
1227 HAL Halliburton Co Energy 1,260.0 $43K 0.00% NEW $33.95 +4.1%
1228 TDY Teledyne Technologies Inc Technology 64.0 $43K 0.00% NEW $666.91 -4.6%
1229 ERO Ero Copper Corp Basic Materials 1,595.0 $43K 0.00% NEW $26.75 +47.4%
1230 Brightstar Lottery 3,975.0 $43K 0.00% NEW $10.72
1231 ATRO Astronics Corp Industrials 522.0 $42K 0.00% NEW $81.26 -4.0%
1232 BMA Banco Macro SA ADR Financial Services 458.0 $42K 0.00% NEW $92.59 -21.3%
1233 TMC TMC the metals company Inc Basic Materials 9,539.0 $42K 0.00% NEW $4.43 +8.1%
1234 R Ryder System Inc Industrials 160.0 $42K 0.00% NEW $263.77 -5.3%
1235 SPWH Sportsman's Warehouse Holdings Inc Consumer Cyclical 31,720.0 $42K 0.00% NEW $1.33 -13.5%
1236 Comstock Inc 10,113.0 $42K 0.00% NEW $4.16
1237 GDRX GoodRx Holdings Inc Healthcare 14,603.0 $42K 0.00% NEW $2.88 +19.8%
1238 VIR Vir Biotechnology Inc Healthcare 4,122.0 $42K 0.00% NEW $10.19 -4.0%
1239 TDS Telephone and Data Systems Communication Services 1,131.0 $42K 0.00% NEW $37.01 -9.2%
1240 MPLT MapLight Therapeutics Inc Healthcare 1,160.0 $42K 0.00% NEW $35.84 -68.7%
Page 62 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%