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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 43 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 IVZ INVESCO LTD Financial Services 5.0 $131.0 NEW $26.20 +7.1%
842 BK BANK NEW YORK MELLON CORP Financial Services 1.0 $116.0 NEW $116.00 +21.2%
843 CHDN CHURCHILL DOWNS INC Consumer Cyclical 1.0 $114.0 NEW $114.00 -22.4%
844 SHV ISHARES TR 1.0 $110.0 NEW $110.00 +0.3%
845 LEGN LEGEND BIOTECH CORP Healthcare 5.0 $109.0 NEW $21.80 +29.6%
846 THO THOR INDS INC Consumer Cyclical 1.0 $103.0 NEW $103.00 -22.0%
847 PPG PPG INDS INC Basic Materials 1.0 $102.0 NEW $102.00 +10.6%
848 AEE AMEREN CORP Utilities 1.0 $100.0 NEW $100.00 +8.9%
849 SJM SMUCKER J M CO Consumer Defensive 1.0 $98.0 NEW $98.00 +6.4%
850 ENB ENBRIDGE INC Energy 2.0 $96.0 NEW $48.00 +15.8%
851 VFC V F CORP Consumer Cyclical 5.0 $90.0 NEW $18.00 -3.3%
852 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 1.0 $90.0 NEW $90.00 -8.3%
853 AKAM AKAMAI TECHNOLOGIES INC Technology 1.0 $87.0 NEW $87.00 +64.5%
854 SMMT SUMMIT THERAPEUTICS INC Healthcare 5.0 $87.0 NEW $17.40 +0.1%
855 TRU TRANSUNION Industrials 1.0 $86.0 NEW $86.00 -16.7%
856 DOX AMDOCS LTD Technology 1.0 $81.0 NEW $81.00 -23.9%
857 BRO BROWN & BROWN INC Financial Services 1.0 $80.0 NEW $80.00 -28.9%
858 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 1.0 $80.0 NEW $80.00 -1.1%
859 INGERSOLL RAND INC 1.0 $79.0 NEW $79.00
860 UNM UNUM GROUP Financial Services 1.0 $78.0 NEW $78.00 +6.9%
Page 43 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%