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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 38 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CR CRANE COMPANY Industrials 3.0 $513.0 NEW $171.00 +6.1%
742 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 12.0 $511.0 -18.0 -60.0% $42.58 +42.8%
743 ERIE ERIE INDTY CO Financial Services 2.0 $503.0 $251.50 -13.2%
744 HQY HEALTHEQUITY INC Healthcare 6.0 $501.0 -2.0 -25.0% $83.50 +8.4%
745 LAD LITHIA MTRS INC Consumer Cyclical 2.0 $499.0 $249.50 +18.5%
746 CHRW C H ROBINSON WORLDWIDE IN Industrials 3.0 $498.0 NEW $166.00 +5.7%
747 MUSA MURPHY USA INC Consumer Cyclical 1.0 $494.0 $494.00 +3.6%
748 AMER SPORTS INC 15.0 $494.0 -124.0 -89.2% $32.93
749 CVCO CAVCO INDS INC DEL Consumer Cyclical 1.0 $484.0 NEW $484.00 +11.2%
750 IESC IES HOLDINGS INC Industrials 1.0 $476.0 -7.0 -87.5% $476.00 +46.8%
751 VGSH VANGUARD SCOTTSDALE FDS 8.0 $468.0 -1K -99.2% $58.50 -0.3%
752 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 15.0 $463.0 -713.0 -97.9% $30.87 -2.5%
753 WM WASTE MGMT INC DEL Industrials 2.0 $460.0 NEW $230.00 -6.3%
754 AM ANTERO MIDSTREAM CORP Energy 20.0 $456.0 $22.80 -7.2%
755 ORA ORMAT TECHNOLOGIES INC Utilities 4.0 $448.0 NEW $112.00 +22.9%
756 AMP AMERIPRISE FINL INC Financial Services 1.0 $444.0 $444.00 -0.9%
757 ONB OLD NATL BANCORP IND Financial Services 20.0 $442.0 -10.0 -33.3% $22.10 +8.6%
758 LPX LOUISIANA PAC CORP Basic Materials 6.0 $437.0 -4.0 -40.0% $72.83 +4.5%
759 ALV AUTOLIV INC Consumer Cyclical 4.0 $421.0 -6.0 -60.0% $105.25 +22.5%
760 KDP KEURIG DR PEPPER INC Consumer Defensive 16.0 $421.0 $26.31 +14.2%
Page 38 of 44  ·  879 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%