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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 4 of 16  ·  301 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GS GOLDMAN SACHS GROUP INC Financial Services 13.0 $12K 0.41% +1.0 +8.3% $900.00 +7.7%
62 WFC WELLS FARGO & CO Financial Services 143.0 $12K 0.40% +31.0 +27.7% $81.25 -9.2%
63 TMV DIREXION SHARES ETF TRUST 302.0 $11K 0.39% -95.0 -23.9% $37.61 +9.4%
64 MO ALTRIA GROUP INC Consumer Defensive 173.0 $11K 0.39% -37.0 -17.6% $64.94 +11.5%
65 V VISA INC Financial Services 35.0 $11K 0.38% -40.0 -53.3% $315.11 +2.4%
66 WMB WILLIAMS COS INC Energy 155.0 $11K 0.38% +122.0 +369.7% $70.86 +9.6%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 128.0 $11K 0.37% -15.0 -10.5% $83.62 +5.4%
68 VLO VALERO ENERGY CORP Energy 44.0 $11K 0.37% +35.0 +388.9% $241.75 +1.2%
69 MPC MARATHON PETE CORP Energy 47.0 $11K 0.37% +39.0 +487.5% $226.23 +10.0%
70 JNJ JOHNSON & JOHNSON Healthcare 45.0 $11K 0.36% -12.0 -21.1% $234.53 -1.6%
71 ZTS ZOETIS INC Healthcare 87.0 $10K 0.36% +2.0 +2.4% $119.03 -36.6%
72 EOG EOG RES INC Energy 75.0 $10K 0.35% +61.0 +435.7% $134.07 +1.4%
73 EDC DIREXION SHARES ETF TRUST 132.0 $10K 0.34% -43.0 -24.6% $73.42 +9.9%
74 PSX PHILLIPS 66 Energy 59.0 $10K 0.33% +48.0 +436.4% $163.32 +5.0%
75 DVY ISHARES TR 63.0 $10K 0.33% -20.0 -24.1% $152.87 -1.3%
76 EQT EQT CORP Energy 160.0 $9K 0.32% NEW $58.39 -3.1%
77 TMF DIREXION SHARES ETF TRUST 259.0 $9K 0.32% -54.0 -17.2% $35.83 -8.8%
78 CAT CATERPILLAR INC Industrials 12.0 $9K 0.32% -5.0 -29.4% $772.67 +15.0%
79 DVN DEVON ENERGY CORP NEW Energy 200.0 $9K 0.32% +167.0 +506.1% $45.78 +3.2%
80 OXY OCCIDENTAL PETE CORP Energy 158.0 $9K 0.31% +139.0 +731.6% $56.87 -0.0%
Page 4 of 16  ·  301 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%