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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 75 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 AVGU GraniteShares 2x Long AVGO Daily ETF 681.0 $24K 0.00% NEW $35.01 -9.7%
1482 AER AerCap Holdings NV Industrials 163.0 $24K 0.00% NEW $145.78 +0.4%
1483 WT WisdomTree Inc Financial Services 1,402.0 $24K 0.00% NEW $16.94 +38.8%
1484 PTC PTC Technology 209.0 $24K 0.00% NEW $113.61 +36.2%
1485 DRD Drdgold Limited ADR Basic Materials 1,109.0 $24K 0.00% NEW $21.30 +44.1%
1486 DLTR Dollar Tree Inc Consumer Defensive 195.0 $24K 0.00% NEW $120.95 +8.7%
1487 FIGR Figure Technology Solutions Inc A Financial Services 767.0 $24K 0.00% NEW $30.71 +27.3%
1488 RLAY Relay Therapeutics Inc Healthcare 1,258.0 $24K 0.00% NEW $18.71 +3.9%
1489 SONO Sonos Inc Technology 1,726.0 $23K 0.00% NEW $13.53 +17.0%
1490 DUST Direxion Daily Gold Miners Bear 2X ETF 366.0 $23K 0.00% NEW $63.56 -51.8%
1491 Cencora Inc 82.0 $23K 0.00% NEW $282.98
1492 CVE Cenovus Energy Inc Energy 935.0 $23K 0.00% NEW $24.81 +32.7%
1493 CYRX CryoPort Inc Industrials 1,477.0 $23K 0.00% NEW $15.70 +9.1%
1494 HLIT Harmonic Inc Technology 1,409.0 $23K 0.00% NEW $16.33 -23.6%
1495 TOYO Co Ltd 3,308.0 $23K 0.00% NEW $6.95
1496 KVYO Klaviyo Inc A Technology 1,519.0 $23K 0.00% NEW $15.10 +21.4%
1497 HAS Hasbro Inc Consumer Cyclical 277.0 $23K 0.00% NEW $82.59 +13.3%
1498 BAR GraniteShares Gold Trust ETF Financial Services 577.0 $23K 0.00% NEW $39.53 +14.9%
1499 TSXU Direxion Semicond Top5 Bull 2X ETF 331.0 $23K 0.00% NEW $68.60 -20.9%
1500 ULTA Ulta Beauty Inc Consumer Cyclical 50.0 $23K 0.00% NEW $450.98 +15.6%
Page 75 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%