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Portfolio (Quarterly) Guide ↗

PayPay Securities Corp

· CIK 0001908623
13F Portfolio $3M AUM 301 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 61 Added 200 Reduced 2 Exited
Page 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSX BOSTON SCIENTIFIC CORP Healthcare 33.0 $2K 0.07% -11.0 -25.0% $63.42 -16.9%
122 TRV TRAVELERS COMPANIES INC Financial Services 7.0 $2K 0.07% -4.0 -36.4% $298.86 -0.2%
123 BLK BLACKROCK INC Financial Services 2.0 $2K 0.07% -1.0 -33.3% $1025.00 +5.6%
124 FXI ISHARES TR 53.0 $2K 0.07% -8.0 -13.1% $37.23 -2.8%
125 ACN ACCENTURE PLC IRELAND Technology 10.0 $2K 0.07% -5.0 -33.3% $194.00 -13.0%
126 INTU INTUIT Technology 5.0 $2K 0.07% -1.0 -16.7% $387.20 -2.3%
127 BX BLACKSTONE INC Financial Services 15.0 $2K 0.07% -6.0 -28.6% $128.13 -8.0%
128 CMCSA COMCAST CORP NEW Communication Services 63.0 $2K 0.06% -22.0 -25.9% $29.35 -15.6%
129 CSX CSX CORP Industrials 43.0 $2K 0.06% -15.0 -25.9% $42.72 +7.5%
130 MELI MERCADOLIBRE INC Consumer Cyclical 1.0 $2K 0.06% -1.0 -50.0% $1822.00 -11.8%
131 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 11.0 $2K 0.06% -5.0 -31.2% $163.73 -4.9%
132 SNPS SYNOPSYS INC Technology 4.0 $2K 0.06% -1.0 -20.0% $441.25 +15.6%
133 PNC PNC FINL SVCS GROUP INC Financial Services 8.0 $2K 0.06% -1.0 -11.1% $220.12 -3.0%
134 ADBE ADOBE INC Technology 7.0 $2K 0.06% -20.0 -74.1% $248.14 -0.2%
135 NOW SERVICENOW INC Technology 18.0 $2K 0.06% -5.0 -21.7% $96.44 -6.2%
136 KLAC KLA CORP Technology 1.0 $2K 0.06% -1.0 -50.0% $1735.00 +9.1%
137 SLB SLB LIMITED Energy 33.0 $2K 0.06% -9.0 -21.4% $51.73 +7.8%
138 UPS UNITED PARCEL SVCS INC Industrials 16.0 $2K 0.06% -102.0 -86.4% $105.06 -6.3%
139 CRWD CROWDSTRIKE HLDGS INC Technology 4.0 $2K 0.06% -2.0 -33.3% $418.25 +38.7%
140 OIH VANECK ETF TRUST 4.0 $2K 0.06% -4.0 -50.0% $407.75 +8.0%
Page 7 of 10  ·  200 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 25.9%
Financial Services 20.8%
Industrials 9.3%
Consumer Defensive 9.2%
Energy 8.7%
Communication Services 8.4%
Consumer Cyclical 7.9%
Healthcare 6.5%
Utilities 1.9%
Basic Materials 1.3%