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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 12 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PEGA PEGASYSTEMS INC Technology 122.0 $5K 0.00% -10.0 -7.6% $42.56 -23.0%
222 RKT ROCKET COS INC Financial Services 362.0 $5K 0.00% -104.0 -22.3% $14.25 -8.3%
223 GILD GILEAD SCIENCES INC Healthcare 37.0 $5K 0.00% -71.0 -65.7% $139.38 -9.9%
224 KD KYNDRYL HLDGS INC Technology 389.0 $5K 0.00% -192.0 -33.0% $13.12 -10.8%
225 HDB HDFC BANK LTD Financial Services 198.0 $5K 0.00% -449.0 -69.4% $24.88 -2.8%
226 INCY INCYTE CORP Healthcare 51.0 $5K 0.00% -543.0 -91.4% $94.12 +15.3%
227 CE CELANESE CORP DEL Basic Materials 72.0 $5K 0.00% -303.0 -80.8% $65.76 -18.7%
228 NXPI NXP SEMICONDUCTORS N V Technology 24.0 $5K 0.00% -23.0 -48.9% $196.88 +54.8%
229 HON HONEYWELL INTL INC Industrials 20.0 $5K 0.00% -4.0 -16.7% $226.05 -2.5%
230 POOL POOL CORP Industrials 22.0 $4K 0.00% -127.0 -85.2% $202.32 -3.6%
231 CAH CARDINAL HEALTH INC Healthcare 21.0 $4K 0.00% -2.0 -8.7% $211.33 +5.9%
232 SFM SPROUTS FMRS MKT INC Consumer Defensive 57.0 $4K 0.00% -28.0 -32.9% $77.12 +11.9%
233 EXPAND ENERGY CORPORATION 40.0 $4K 0.00% -208.0 -83.9% $109.78
234 DG DOLLAR GEN CORP Consumer Defensive 35.0 $4K 0.00% -2.0 -5.4% $118.74 -3.3%
235 BIIB BIOGEN INC Healthcare 22.0 $4K 0.00% -5.0 -18.5% $183.32 +9.1%
236 AGG ISHARES TR 40.0 $4K 0.00% -72.0 -64.3% $99.28 -0.5%
237 KMB KIMBERLY-CLARK CORP Consumer Defensive 41.0 $4K 0.00% -40.0 -49.4% $96.46 +6.0%
238 SYK STRYKER CORPORATION Healthcare 12.0 $4K 0.00% -9.0 -42.9% $328.58 -5.0%
239 DASH DOORDASH INC Communication Services 26.0 $4K 0.00% -81.0 -75.7% $150.15 +0.3%
240 CTAS CINTAS CORP Industrials 22.0 $4K 0.00% -52.0 -70.3% $169.14 +4.2%
Page 12 of 20  ·  394 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%