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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 4 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RDDT REDDIT INC Communication Services 5,213.0 $702K 0.29% +59.0 +1.1% $134.65 +18.3%
62 DIS DISNEY WALT CO Communication Services 7,253.0 $699K 0.29% +184.0 +2.6% $96.38 +7.7%
63 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,445.0 $683K 0.28% $125.46 -0.4%
64 BE BLOOM ENERGY CORP Industrials 4,875.0 $661K 0.27% -3K -36.6% $135.49 +119.3%
65 VGT VANGUARD WORLD FD 935.0 $652K 0.27% +92.0 +10.9% $697.72 -82.9%
66 MO ALTRIA GROUP INC Consumer Defensive 9,503.0 $627K 0.26% -1K -12.7% $65.99 +9.3%
67 NKE NIKE INC Consumer Cyclical 10,635.0 $562K 0.23% -564.0 -5.0% $52.82 -10.5%
68 CRM SALESFORCE INC Technology 3,001.0 $560K 0.23% +1K +56.7% $186.67 -3.8%
69 DUOL DUOLINGO INC Technology 5,555.0 $548K 0.23% +932.0 +20.2% $98.57 +11.4%
70 HL HECLA MINING COMPANY Basic Materials 29,092.0 $542K 0.23% -14K -33.2% $18.63 -7.4%
71 DIA STATE STR SPDR DOW JONES IND Financial Services 1,159.0 $537K 0.22% +933.0 +412.8% $463.19 +9.5%
72 HOOD ROBINHOOD MKTS INC Financial Services 7,700.0 $534K 0.22% -6K -44.1% $69.30 +15.6%
73 CIEN CIENA CORP Technology 1,328.0 $516K 0.21% -35.0 -2.6% $388.23 +47.5%
74 RBRK RUBRIK INC. Technology 10,237.0 $501K 0.21% +3K +45.7% $48.97 +45.7%
75 PFF ISHARES TR 16,033.0 $486K 0.20% +14K +564.2% $30.32 +3.8%
76 ASML ASML HLDG NV Technology 368.0 $486K 0.20% +93.0 +33.8% $1320.83 +22.6%
77 TEM TEMPUS AI INC Healthcare 10,638.0 $481K 0.20% +1K +15.0% $45.22 +13.6%
78 ACN ACCENTURE PLC IRELAND Technology 2,250.0 $446K 0.18% +1K +163.5% $198.29 -9.9%
79 GLW CORNING INC Technology 3,185.0 $433K 0.18% +2K +130.5% $135.97 +41.0%
80 SPY STATE STR SPDR S&P 500 ETF T Financial Services 651.0 $423K 0.18% -135.0 -17.2% $650.34 +15.9%
Page 4 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%