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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 63 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FDS FactSet Research Systems Inc Financial Services 180.0 $41K 0.00% NEW $230.08 +30.4%
1242 LEG Leggett & Platt Inc Consumer Cyclical 3,527.0 $41K 0.00% NEW $11.71 -19.6%
1243 UAA Under Armour A Consumer Cyclical 6,446.0 $41K 0.00% NEW $6.39 -15.6%
1244 LYV Live Nation Entertainment Inc Communication Services 224.0 $41K 0.00% NEW $183.11 -0.7%
1245 MTZ MasTec Inc Industrials 98.0 $41K 0.00% NEW $416.06 -36.0%
1246 UAMY United States Antimony Corporation Basic Materials 5,592.0 $41K 0.00% NEW $7.26 -24.4%
1247 BTDR Bitdeer Technologies Group A Technology 2,557.0 $41K 0.00% NEW $15.87 -28.4%
1248 EQT EQT Corp Energy 761.0 $40K 0.00% NEW $53.17 +1.0%
1249 EBS Emergent BioSolutions Inc Healthcare 4,818.0 $40K 0.00% NEW $8.38 -39.4%
1250 ROP Roper Technologies Inc Industrials 119.0 $40K 0.00% NEW $338.39 +21.7%
1251 FE FirstEnergy Corp Utilities 844.0 $40K 0.00% NEW $47.54 -3.3%
1252 CECO CECO Environmental Corp Industrials 442.0 $40K 0.00% NEW $90.74 -21.2%
1253 EVRG Evergy Inc Utilities 463.0 $40K 0.00% NEW $86.43 -6.4%
1254 DECK Deckers Outdoor Corp Consumer Cyclical 403.0 $40K 0.00% NEW $99.29 -7.7%
1255 RMD ResMed Inc Healthcare 205.0 $40K 0.00% NEW $194.88 +18.8%
1256 WRD Weride Inc ADR Technology 6,862.0 $40K 0.00% NEW $5.82 +10.8%
1257 VRSK Verisk Analytics Inc Industrials 222.0 $40K 0.00% NEW $179.53 +4.4%
1258 VLGEA Village Super Market A Consumer Defensive 944.0 $40K 0.00% NEW $42.18 +4.6%
1259 QSR Restaurant Brands International Consumer Cyclical 547.0 $40K 0.00% NEW $72.51 +11.5%
1260 COHU Cohu Inc Technology 534.0 $39K 0.00% NEW $73.91 -26.4%
Page 63 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%