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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 3 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADBE ADOBE INC Technology 4,699.0 $1.6M 0.53% NEW $349.99 -30.9%
42 HOOD ROBINHOOD MKTS INC Financial Services 13,771.0 $1.6M 0.51% NEW $113.10 -30.7%
43 ALAB ASTERA LABS INC Technology 9,312.0 $1.5M 0.50% NEW $166.36 +106.8%
44 AFRM AFFIRM HLDGS INC Technology 16,622.0 $1.2M 0.40% NEW $74.43 -3.4%
45 PFE PFIZER INC Healthcare 47,666.0 $1.2M 0.39% NEW $24.90 +5.2%
46 RDDT REDDIT INC Communication Services 5,154.0 $1.2M 0.38% NEW $229.87 -30.4%
47 VRT VERTIV HOLDINGS CO Industrials 7,150.0 $1.2M 0.38% NEW $162.01 +91.9%
48 VOO VANGUARD INDEX FDS 1,756.0 $1.1M 0.36% NEW $627.13 +10.4%
49 HIMS HIMS & HERS HEALTH INC Healthcare 32,281.0 $1.0M 0.34% NEW $32.47 -21.7%
50 JOBY JOBY AVIATION INC Industrials 78,404.0 $1.0M 0.34% NEW $13.20 -8.9%
51 HMY HARMONY GOLD MINING CO LTD Basic Materials 51,700.0 $1.0M 0.33% NEW $19.90 -9.2%
52 CRWD CROWDSTRIKE HLDGS INC Technology 2,107.0 $988K 0.32% NEW $468.76 +41.3%
53 BERKSHIRE HATHAWAY INC DEL 1,921.0 $966K 0.31% NEW $502.65
54 MRVL MARVELL TECHNOLOGY INC Technology 10,944.0 $930K 0.30% NEW $84.98 +131.5%
55 LITE LUMENTUM HLDGS INC Technology 2,496.0 $920K 0.30% NEW $368.59 +137.9%
56 HL HECLA MNG CO Basic Materials 43,564.0 $836K 0.27% NEW $19.19 -11.2%
57 DUOL DUOLINGO INC Technology 4,623.0 $811K 0.26% NEW $175.50 -37.2%
58 DIS DISNEY WALT CO Communication Services 7,069.0 $804K 0.26% NEW $113.77 -8.3%
59 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,435.0 $797K 0.26% NEW $146.58 -14.8%
60 NU NU HLDGS LTD Financial Services 46,051.0 $771K 0.25% NEW $16.74 -21.4%
Page 3 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%