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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 86 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 PNW Pinnacle West Capital Corp Utilities 125.0 $13K NEW $107.00 -9.0%
1702 UNFI United Natural Foods Inc Consumer Defensive 292.0 $13K NEW $45.67 +5.2%
1703 CTKB Cytek Biosciences Inc Healthcare 3,010.0 $13K NEW $4.43 +8.6%
1704 Skeena Resources Limited 500.0 $13K NEW $26.66
1705 EXEL Exelixis Inc Healthcare 244.0 $13K NEW $54.41 -0.6%
1706 FRHC Freedom Holding Corp Financial Services 101.0 $13K NEW $130.47 +30.8%
1707 OLED Universal Display Corp Technology 152.0 $13K NEW $86.59 -0.9%
1708 AAON AAON Inc Industrials 103.0 $13K NEW $126.86 -37.4%
1709 NHTC Natural Health Trends Corp Consumer Cyclical 7,352.0 $13K NEW $1.77 -4.5%
1710 AAP Advance Auto Parts Inc Consumer Cyclical 209.0 $13K NEW $62.22 -31.6%
1711 TNON Tenon Medical Inc Healthcare 39,725.0 $13K NEW $0.33 +1993.2%
1712 KSS Kohl's Corp Consumer Cyclical 726.0 $13K NEW $17.72 -0.7%
1713 GENI Genius Sports Group Ltd Communication Services 2,122.0 $13K NEW $6.06 +33.0%
1714 PAM Pampa Energia SA ADR Utilities 156.0 $13K NEW $82.13 -3.2%
1715 BLDR Builders FirstSource Inc Industrials 143.0 $13K NEW $89.48 -21.5%
1716 MGPI MGP Ingredients Inc Consumer Defensive 730.0 $13K NEW $17.52 +3.1%
1717 SHG Shinhan Financial Group Co Ltd ADR Financial Services 202.0 $13K NEW $63.25 +18.0%
1718 CZR Caesars Entertainment Corporation Consumer Cyclical 422.0 $13K NEW $30.18 -1.4%
1719 DAC Danaos Corporation Industrials 104.0 $13K NEW $122.37 +22.4%
1720 SRCE 1st Source Corp Financial Services 156.0 $13K NEW $81.58 +5.2%
Page 86 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%