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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 7 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DOW DOW HLDGS INC Basic Materials 1,339.0 $56K 0.02% +757.0 +130.1% $41.65 -16.5%
122 HD HOME DEPOT INC Consumer Cyclical 169.0 $56K 0.02% +69.0 +69.0% $328.89 -2.3%
123 RRC RANGE RES CORP Energy 1,217.0 $55K 0.02% +1K +10000.0% $45.18 -12.8%
124 SBSW SIBANYE STILLWATER LTD Basic Materials 4,379.0 $54K 0.02% +3K +368.3% $12.32 -1.3%
125 ROK ROCKWELL AUTOMATION INC Industrials 149.0 $53K 0.02% +104.0 +231.1% $358.88 +26.7%
126 VDE VANGUARD WORLD FD 301.0 $52K 0.02% +174.0 +137.0% $173.04 -7.1%
127 WING WINGSTOP INC Consumer Cyclical 332.0 $51K 0.02% +189.0 +132.2% $154.97 -1.9%
128 CSCO CISCO SYS INC Technology 636.0 $49K 0.02% +78.0 +14.0% $77.59 +52.9%
129 HAL HALLIBURTON CO Energy 1,253.0 $49K 0.02% +1K +2623.9% $38.99 +0.9%
130 DAL DELTA AIR LINES INC Industrials 733.0 $49K 0.02% +179.0 +32.3% $66.48 +24.1%
131 XLU SELECT SECTOR SPDR TR 1,060.0 $49K 0.02% +917.0 +641.3% $45.89 -2.8%
132 CDNS CADENCE DESIGN SYSTEM INC Technology 175.0 $49K 0.02% +12.0 +7.4% $277.87 +34.5%
133 AES AES CORP Utilities 3,395.0 $48K 0.02% +3K +2801.7% $14.09 +4.3%
134 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 655.0 $48K 0.02% +614.0 +1497.6% $72.69 +10.1%
135 PSX PHILLIPS 66 Energy 258.0 $47K 0.02% +256.0 +10000.0% $182.18 -3.0%
136 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 564.0 $45K 0.02% +481.0 +579.5% $80.56 -15.2%
137 TME TENCENT MUSIC ENTMT GROUP Communication Services 4,642.0 $43K 0.02% +5K +3768.3% $9.28 -2.0%
138 MTZ MASTEC INC Industrials 130.0 $42K 0.02% +55.0 +73.3% $321.74 +19.1%
139 KEYS KEYSIGHT TECHNOLOGIES INC Technology 144.0 $41K 0.02% +82.0 +132.3% $282.37 +20.1%
140 VLO VALERO ENERGY CORP Energy 162.0 $40K 0.02% +137.0 +548.0% $247.08 -2.7%
Page 7 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%