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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 72 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 ATEX Anterix Inc Communication Services 270.0 $28K 0.00% NEW $102.94 -9.4%
1422 CVNA Carvana Co Consumer Cyclical 420.0 $28K 0.00% NEW $65.82 +6.2%
1423 INKM ST Income Allocation ETF 805.0 $28K 0.00% NEW $34.33 +1.2%
1424 SCI Service Corporation International Consumer Cyclical 363.0 $28K 0.00% NEW $75.96 +9.7%
1425 LNC Lincoln National Corp Financial Services 776.0 $27K 0.00% NEW $35.35 +19.2%
1426 OCGN Ocugen Inc Healthcare 17,915.0 $27K 0.00% NEW $1.53 -9.2%
1427 WB Weibo A ADR Communication Services 3,775.0 $27K 0.00% NEW $7.26 -3.2%
1428 ALL Allstate Corp Financial Services 115.0 $27K 0.00% NEW $237.94 +6.7%
1429 TKC Turkcell Iletisim Hizmetleri ADR Communication Services 4,647.0 $27K 0.00% NEW $5.88 -7.1%
1430 CSL Carlisle Companies Incorporated Industrials 75.0 $27K 0.00% NEW $362.75 +1.4%
1431 USFD US Foods Holding Corp Consumer Defensive 266.0 $27K 0.00% NEW $102.25 +7.2%
1432 BLDP Ballard Power Systems Inc Industrials 6,968.0 $27K 0.00% NEW $3.89 -38.3%
1433 FRVO Fervo Energy Company A 926.0 $27K 0.00% NEW $29.23 -42.1%
1434 JOYY JOYY Inc ADR Communication Services 410.0 $27K 0.00% NEW $65.99 +11.5%
1435 TRP TC Energy Corp Energy 406.0 $27K 0.00% NEW $66.29 -6.4%
1436 EDZ Direxion Emerging Markets Bear 3X ETF 1,852.0 $27K 0.00% NEW $14.52 +1.0%
1437 CACI CACI International Inc A Technology 58.0 $27K 0.00% NEW $463.26 +39.7%
1438 EXI iShares Global Industrials ETF 134.0 $27K 0.00% NEW $200.50 +0.3%
1439 WWD Woodward Inc Industrials 63.0 $27K 0.00% NEW $425.44 -19.3%
1440 Triple Flag Precious Metals Corp 893.0 $27K 0.00% NEW $29.97
Page 72 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%