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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 9 of 16  ·  312 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IEF ISHARES TR 303.0 $29K 0.01% +200.0 +194.2% $95.44 -1.7%
162 ZTS ZOETIS INC Healthcare 242.0 $29K 0.01% +67.0 +38.3% $118.21 -35.2%
163 GDDY GODADDY INC Technology 342.0 $28K 0.01% +336.0 +5600.0% $82.67 +14.1%
164 OKE ONEOK INC NEW Energy 311.0 $28K 0.01% +109.0 +54.0% $90.39 +3.5%
165 FLAGSTAR BANK NATIONAL ASSOC 2,100.0 $28K 0.01% +2K +600.0% $13.17
166 FOX FOX CORP Communication Services 519.0 $28K 0.01% +67.0 +14.8% $53.10 -2.8%
167 DPZ DOMINOS PIZZA INC Consumer Cyclical 76.0 $27K 0.01% +34.0 +81.0% $358.79 -10.2%
168 SHY ISHARES TR 330.0 $27K 0.01% +276.0 +511.1% $82.57 -0.7%
169 ABT ABBOTT LABORATORIES Healthcare 263.0 $27K 0.01% +226.0 +610.8% $102.67 -1.9%
170 COKE COCA COLA CONS INC Consumer Defensive 140.0 $27K 0.01% +100.0 +250.0% $191.74 -5.7%
171 Z ZILLOW GROUP INC Communication Services 637.0 $26K 0.01% +517.0 +430.8% $41.38 -18.1%
172 PRU PRUDENTIAL FINL INC Financial Services 265.0 $26K 0.01% +259.0 +4316.7% $97.69 +21.9%
173 FUTU FUTU HLDGS LTD Financial Services 186.0 $25K 0.01% +4.0 +2.2% $136.76 -30.5%
174 OWL BLUE OWL CAPITAL INC Financial Services 2,716.0 $25K 0.01% +2K +770.5% $9.13 +4.3%
175 MOD MODINE MFG CO Consumer Cyclical 112.0 $24K 0.01% +107.0 +2140.0% $216.71 +5.8%
176 EOG EOG RES INC Energy 166.0 $24K 0.01% +148.0 +822.2% $144.57 -3.2%
177 GIS GENERAL MILLS INC Consumer Defensive 620.0 $23K 0.01% +280.0 +82.3% $37.22 +2.0%
178 RSP INVESCO EXCHANGE TRADED FD T 119.0 $23K 0.01% +28.0 +30.8% $191.92 +11.2%
179 VEU VANGUARD INTL EQUITY INDEX F 302.0 $23K 0.01% +292.0 +2920.0% $75.10 +8.6%
180 WDAY WORKDAY INC Technology 173.0 $22K 0.01% +2.0 +1.2% $129.92 +11.4%
Page 9 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 51.8%
Financial Services 13.8%
Consumer Cyclical 8.4%
Communication Services 7.7%
Healthcare 6.5%
Basic Materials 4.0%
Energy 2.9%
Industrials 2.6%
Utilities 1.3%
Consumer Defensive 1.0%