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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 GXO GXO LOGISTICS INCORPORATED Industrials 10 $526.0 SOLD
62 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 10 $516.0 SOLD
63 TTEK TETRA TECH INC NEW Industrials 15 $503.0 SOLD
64 CLH CLEAN HARBORS INC Industrials 2 $469.0 SOLD
65 ACI ALBERTSONS COS INC Consumer Defensive 25 $429.0 SOLD
66 APG API GROUP CORP Industrials 10 $383.0 SOLD
67 SWK STANLEY BLACK & DECKER INC Industrials 5 $371.0 SOLD
68 GPC GENUINE PARTS CO Consumer Cyclical 3 $369.0 SOLD
69 AVIDITY BIOSCIENCES INC 5 $361.0 SOLD
70 AYI ACUITY INC Industrials 1 $360.0 SOLD
71 BALL BALL CORP Consumer Cyclical 6 $318.0 SOLD
72 EHC ENCOMPASS HEALTH CORP Healthcare 3 $318.0 SOLD
73 KRYS KRYSTAL BIOTECH INC Healthcare 1 $247.0 SOLD
74 RELX RELX PLC Communication Services 6 $243.0 SOLD
75 CRUS CIRRUS LOGIC INC Technology 2 $237.0 SOLD
76 FITB FIFTH THIRD BANCORP Financial Services 5 $234.0 SOLD
77 IJH ISHARES TR 3 $198.0 SOLD
78 HTHT H WORLD GROUP LTD Consumer Cyclical 4 $188.0 SOLD
79 RALLIANT CORP 3 $153.0 SOLD
80 ST SENSATA TECHNOLOGIES HLDG PL Technology 4 $133.0 SOLD
Page 4 of 5  ·  86 positions
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%