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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $308M AUM 892 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New
Page 4 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WDC WESTERN DIGITAL CORP Technology 4,154.0 $716K 0.23% NEW $172.27 +208.0%
62 NKE NIKE INC Consumer Cyclical 11,199.0 $713K 0.23% NEW $63.71 -25.6%
63 PYPL PAYPAL HLDGS INC Financial Services 12,119.0 $708K 0.23% NEW $58.38 -23.8%
64 SMR NUSCALE PWR CORP Utilities 47,158.0 $668K 0.22% NEW $14.17 -14.0%
65 BE BLOOM ENERGY CORP Industrials 7,690.0 $668K 0.22% NEW $86.89 +233.8%
66 VGT VANGUARD WORLD FD 843.0 $635K 0.21% NEW $753.78 -84.2%
67 SYM SYMBOTIC INC Industrials 10,630.0 $632K 0.20% NEW $59.50 -18.0%
68 MO ALTRIA GROUP INC Consumer Defensive 10,880.0 $627K 0.20% NEW $57.66 +24.8%
69 ONON ON HLDG AG Consumer Cyclical 13,483.0 $627K 0.20% NEW $46.48 -14.5%
70 NVO NOVO-NORDISK A S Healthcare 12,252.0 $623K 0.20% NEW $50.88 -10.6%
71 BA BOEING CO Industrials 2,612.0 $567K 0.18% NEW $217.12 +5.4%
72 TEM TEMPUS AI INC Healthcare 9,252.0 $546K 0.18% NEW $59.05 -13.1%
73 QCOM QUALCOMM INC Technology 3,152.0 $539K 0.17% NEW $171.05 +42.2%
74 RBRK RUBRIK INC. Technology 7,027.0 $537K 0.17% NEW $76.48 -8.1%
75 SPY SPDR S&P 500 ETF TR Financial Services 786.0 $536K 0.17% NEW $681.92 +10.7%
76 GEV GE VERNOVA INC Utilities 781.0 $510K 0.17% NEW $653.57 +52.4%
77 CRM SALESFORCE INC Technology 1,915.0 $507K 0.17% NEW $264.91 -33.5%
78 VT VANGUARD INTL EQUITY INDEX F TT WR 3,445.0 $486K 0.16% NEW $141.06 +11.9%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 11,766.0 $479K 0.15% NEW $40.73 +18.4%
80 NET CLOUDFLARE INC Technology 2,386.0 $470K 0.15% NEW $197.15 +15.7%
Page 4 of 45  ·  892 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 47.2%
Financial Services 17.3%
Communication Services 14.2%
Consumer Cyclical 8.9%
Healthcare 3.6%
Basic Materials 3.3%
Industrials 2.3%
Utilities 1.3%
Energy 1.0%
Consumer Defensive 0.9%