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Portfolio (Quarterly) Guide ↗

PayPay Securities Corp

· CIK 0001908623
13F Portfolio $3M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 280 New
Page 9 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRWD CROWDSTRIKE HLDGS INC Technology 6.0 $3K 0.08% NEW $468.83 +32.0%
162 CME CME GROUP INC Financial Services 10.0 $3K 0.08% NEW $273.10 +12.3%
163 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6.0 $3K 0.08% NEW $453.33 -2.6%
164 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16.0 $3K 0.08% NEW $161.94 -3.5%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 48.0 $3K 0.08% NEW $53.94 +7.5%
166 SBUX STARBUCKS CORP Consumer Cyclical 30.0 $3K 0.07% NEW $84.20 +27.7%
167 APD AIR PRODS & CHEMS INC Basic Materials 10.0 $2K 0.07% NEW $247.00 +18.5%
168 MCK MCKESSON CORP Healthcare 3.0 $2K 0.07% NEW $820.33 -5.7%
169 KLAC KLA CORP Technology 2.0 $2K 0.07% NEW $1215.00 +44.2%
170 CMCSA COMCAST CORP NEW Communication Services 85.0 $2K 0.07% NEW $28.00 -11.4%
171 SNPS SYNOPSYS INC Technology 5.0 $2K 0.07% NEW $469.80 +5.6%
172 FXI ISHARES TR 61.0 $2K 0.07% NEW $38.30 -5.2%
173 HCA HCA HEALTHCARE INC Healthcare 5.0 $2K 0.07% NEW $466.80 -12.7%
174 REGN REGENERON PHARMACEUTICALS Healthcare 3.0 $2K 0.07% NEW $772.00 -17.8%
175 NOC NORTHROP GRUMMAN CORP Industrials 4.0 $2K 0.07% NEW $570.25 -3.0%
176 OIH VANECK ETF TRUST 8.0 $2K 0.07% NEW $284.75 +59.5%
177 DASH DOORDASH INC Communication Services 10.0 $2K 0.07% NEW $226.50 -31.6%
178 TMUS T-MOBILE US INC Communication Services 11.0 $2K 0.07% NEW $203.00 -4.8%
179 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6.0 $2K 0.06% NEW $350.50 +15.3%
180 CSX CSX CORP Industrials 58.0 $2K 0.06% NEW $36.26 +28.1%
Page 9 of 14  ·  280 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
Financial Services 27.6%
Technology 27.5%
Consumer Cyclical 9.9%
Communication Services 8.9%
Consumer Defensive 7.6%
Healthcare 7.3%
Industrials 6.0%
Energy 2.1%
Utilities 1.9%
Basic Materials 1.3%