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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 85 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 NVDD Direxion Daily NVDA Bear 1X ETF 413.0 $14K NEW $34.00 -7.6%
1682 NKTX Nkarta Inc Healthcare 4,948.0 $14K NEW $2.83 -6.0%
1683 Hycroft Mining Holding Corp 596.0 $14K NEW $23.40
1684 DNN Denison Mines Corp Energy 4,539.0 $14K NEW $3.06 +14.4%
1685 EXPD Expeditors Int'l of Washington Inc Industrials 85.0 $14K NEW $162.98 +15.2%
1686 MLM Martin Marietta Materials Basic Materials 24.0 $14K NEW $576.71 -7.2%
1687 FPX First Trust US Equity Opportunities ETF 67.0 $14K NEW $206.18 -10.8%
1688 TAL TAL Education Group ADR Consumer Defensive 1,442.0 $14K NEW $9.57 +18.3%
1689 Firy Inc 1,355.0 $14K NEW $10.18
1690 WRB W.R. Berkley Corp Financial Services 195.0 $14K NEW $70.53 -2.7%
1691 VivoPower PLC A 2,660.0 $14K NEW $5.17
1692 NFTY FT India NIFTY 50 Equal Weight ETF 253.0 $14K NEW $53.79 +0.9%
1693 CNXT VanEck ChiNext Innovators ETF 218.0 $14K NEW $62.41 -18.6%
1694 ARBE Arbe Robotics Ltd Technology 16,349.0 $14K NEW $0.83 -13.9%
1695 Stubhub Holdings A 1,047.0 $13K NEW $12.87
1696 CART Maplebear Inc Consumer Cyclical 284.0 $13K NEW $47.35 +5.2%
1697 CVI CVR Energy Inc Energy 487.0 $13K NEW $27.54 +43.5%
1698 STRR Star Equity Holdings Inc Healthcare 1,258.0 $13K NEW $10.66 -5.8%
1699 AXGN Axogen Inc Healthcare 290.0 $13K NEW $46.19 +9.1%
1700 TRUP Trupanion Inc Financial Services 540.0 $13K NEW $24.77 +25.6%
Page 85 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%