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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 64 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 HALO Halozyme Therapeutics Inc Healthcare 504.0 $39K 0.00% NEW $78.27 +38.2%
1262 DNA Ginkgo Bioworks Holdings Inc A Healthcare 3,975.0 $39K 0.00% NEW $9.91 -25.3%
1263 TSMU Graniteshares 2X Long TSM Daily ETF 427.0 $39K 0.00% NEW $92.21 -27.1%
1264 Aurora Cannabis Inc 14,112.0 $39K 0.00% NEW $2.79
1265 TME Tencent Music Entertainment Group ADR Communication Services 4,687.0 $39K 0.00% NEW $8.35 +5.4%
1266 Leidos Holdings 377.0 $39K 0.00% NEW $102.97
1267 VOX Vanguard Communication Services ETF 211.0 $39K 0.00% NEW $183.95 +1.1%
1268 OR OR Royalties Inc Basic Materials 1,219.0 $39K 0.00% NEW $31.63 +14.1%
1269 SHAK Shake Shack Inc A Consumer Cyclical 688.0 $39K 0.00% NEW $56.02 +35.3%
1270 MRSH Marsh & McLennan Cos Inc Financial Services 230.0 $38K 0.00% NEW $166.67 +15.2%
1271 PHI PLDT Inc ADR Communication Services 2,184.0 $38K 0.00% NEW $17.52 +10.6%
1272 Perfect Corp 23,032.0 $38K 0.00% NEW $1.66
1273 INCY Incyte Corp Ltd Healthcare 337.0 $38K 0.00% NEW $113.36 +12.7%
1274 GXDW Global X Dorsey Wright Thematic ETF 1,431.0 $38K 0.00% NEW $26.69 -9.8%
1275 VIOO Vanguard S&P Small-Cap 600 ETF 277.0 $38K 0.00% NEW $137.54 -0.7%
1276 CRNC Cerence Inc. Technology 3,364.0 $38K 0.00% NEW $11.32 -28.8%
1277 SU Suncor Energy Inc Energy 705.0 $38K 0.00% NEW $53.68 +27.5%
1278 HOG Harley-Davidson Inc Consumer Cyclical 1,540.0 $38K 0.00% NEW $24.46 +15.3%
1279 Leverage Shares 2X Long UNH Daily ETF 1,641.0 $38K 0.00% NEW $22.91
1280 HEDJ WisdomTree Europe Hedged Equity Fund 657.0 $37K 0.00% NEW $57.00 +0.5%
Page 64 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%