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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $241M AUM 879 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New 312 Added 394 Reduced 86 Exited
Page 4 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SRLN SSGA ACTIVE ETF TR 5,214.0 $209K 0.09% +4K +553.4% $40.14 +1.1%
62 IAU ISHARES GOLD TR Financial Services 2,292.0 $202K 0.08% +795.0 +53.1% $88.16 -4.0%
63 AVAV AEROVIRONMENT INC Industrials 1,092.0 $200K 0.08% +336.0 +44.4% $183.05 +17.1%
64 VGK VANGUARD INTL EQUITY INDEX F 2,378.0 $196K 0.08% +1K +79.1% $82.43 +8.0%
65 PANW PALO ALTO NETWORKS INC Technology 1,198.0 $192K 0.08% +187.0 +18.5% $160.32 +60.8%
66 ZS ZSCALER INC Technology 1,366.0 $192K 0.08% +818.0 +149.3% $140.29 -7.3%
67 RBLX ROBLOX CORP Technology 3,217.0 $182K 0.08% +1K +65.2% $56.56 -17.2%
68 INTU INTUIT Technology 415.0 $179K 0.07% +214.0 +106.5% $432.38 -27.6%
69 UBER UBER TECHNOLOGIES INC Technology 2,483.0 $179K 0.07% +36.0 +1.5% $71.93 -1.4%
70 TER TERADYNE INC Technology 569.0 $169K 0.07% +325.0 +133.2% $296.46 +29.1%
71 QS QUANTUMSCAPE CORP Consumer Cyclical 26,195.0 $167K 0.07% +16K +158.3% $6.38 +43.1%
72 DOCS DOXIMITY INC Healthcare 7,147.0 $167K 0.07% +7K +2770.3% $23.30 -9.6%
73 SPEM SPDR INDEX SHS FDS 3,385.0 $159K 0.07% +2K +107.9% $46.91 +11.7%
74 VUG VANGUARD INDEX FDS 344.0 $150K 0.06% +106.0 +44.5% $436.79 -79.6%
75 CCL CARNIVAL CORP Consumer Cyclical 5,771.0 $149K 0.06% +3K +126.9% $25.88 +8.0%
76 VYM VANGUARD WHITEHALL FDS 997.0 $148K 0.06% +468.0 +88.5% $148.10 +6.9%
77 PWR QUANTA SVCS INC Industrials 266.0 $146K 0.06% +215.0 +421.6% $549.02 +32.9%
78 SITM SITIME CORP Technology 403.0 $139K 0.06% +328.0 +437.3% $345.35 +111.2%
79 EQNR EQUINOR ASA Energy 3,271.0 $138K 0.06% +3K +378.9% $42.20 -13.4%
80 SHEL SHELL PLC Energy 1,471.0 $137K 0.06% +1K +10000.0% $93.00 -9.9%
Page 4 of 16  ·  312 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 49.6%
Financial Services 14.4%
Consumer Cyclical 8.7%
Communication Services 8.1%
Healthcare 6.8%
Basic Materials 4.2%
Energy 3.0%
Industrials 2.7%
Utilities 1.3%
Consumer Defensive 1.1%