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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 96 of 204  ·  4,072 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 MOV Movado Group Inc Consumer Cyclical 226.0 $9K NEW $39.31 -11.8%
1902 LABD Direxion Daily S&P Biotech Bear 3X ETF 1,146.0 $9K NEW $7.71 -15.7%
1903 AMZD Direxion Daily AMZN Bear 1X ETF 935.0 $9K NEW $9.45 -11.8%
1904 ERIC Telefonaktiebolaget LM Ericsson ADR Technology 787.0 $9K NEW $11.15 -8.8%
1905 CRGY Crescent Energy Inc Energy 893.0 $9K NEW $9.82 +39.0%
1906 FDN First Trust Dow Jones Internet Index ETF 33.0 $9K NEW $264.73 +8.6%
1907 CTGO Contango Silver & Gold Inc Basic Materials 552.0 $9K NEW $15.79 +27.2%
1908 AEO American Eagle Outfitters Consumer Cyclical 506.0 $9K NEW $17.20 -2.6%
1909 WTRG Essential Utilities Inc Utilities 227.0 $9K NEW $38.31 +7.1%
1910 TOI The Oncology Institute Inc Healthcare 1,600.0 $9K NEW $5.43 -5.5%
1911 VSEC VSE Corp Industrials 38.0 $9K NEW $228.50 -6.3%
1912 TTI TETRA Technologies Inc Energy 765.0 $9K NEW $11.33 -39.1%
1913 LAUR Laureate Education Inc A Consumer Defensive 238.0 $9K NEW $36.32 +3.4%
1914 EVLV Evolv Technologies Holdings Inc A Industrials 1,480.0 $9K NEW $5.80 -8.4%
1915 CHRS Coherus Oncology Inc Healthcare 6,124.0 $9K NEW $1.40 -0.4%
1916 VECO Veeco Instruments Inc Technology 113.0 $9K NEW $75.80 -38.5%
1917 Solid Biosciences Inc 857.0 $9K NEW $9.99
1918 Commerce.com Inc 2,889.0 $9K NEW $2.96
1919 WWR Westwater Resources Inc Basic Materials 16,888.0 $9K NEW $0.51 +17.6%
1920 VLN Valens Semiconductor Ltd Technology 3,766.0 $9K NEW $2.26 -22.1%
Page 96 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%