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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 40 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CBOE CBOE GLOBAL MKTS INC Financial Services 1.0 $281.0 -6.0 -85.7% $281.00 +22.5%
782 GSK GSK PLC Healthcare 5.0 $276.0 $55.20 -7.2%
783 MOH MOLINA HEALTHCARE INC Healthcare 2.0 $267.0 -254.0 -99.2% $133.50 +33.3%
784 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 10.0 $264.0 -10.0 -50.0% $26.40 +10.2%
785 CLVT CLARIVATE PLC Technology 100.0 $253.0 $2.53 +0.8%
786 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1.0 $251.0 NEW $251.00 +24.6%
787 KNTK KINETIK HOLDINGS INC Energy 5.0 $242.0 -89.0 -94.7% $48.40 -3.6%
788 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3.0 $234.0 -4.0 -57.1% $78.00 +3.9%
789 FERG FERGUSON ENTERPRISES INC Industrials 1.0 $233.0 $233.00 -2.8%
790 FAST FASTENAL CO Industrials 5.0 $232.0 -146.0 -96.7% $46.40 -3.5%
791 MDLZ MONDELEZ INTL INC Consumer Defensive 4.0 $231.0 -139.0 -97.2% $57.75 +8.0%
792 RMD RESMED INC Healthcare 1.0 $224.0 -68.0 -98.5% $224.00 -9.2%
793 FTV FORTIVE CORP Technology 4.0 $221.0 +3.0 +300.0% $55.25 +7.1%
794 DLTR DOLLAR TREE INC Consumer Defensive 2.0 $219.0 -15.0 -88.2% $109.50 +3.2%
795 PCTY PAYLOCITY HLDG CORP Technology 2.0 $216.0 -8.0 -80.0% $108.00 +2.7%
796 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3.0 $208.0 -46.0 -93.9% $69.33 +18.2%
797 MTB M & T BK CORP Financial Services 1.0 $207.0 $207.00 +3.5%
798 PI IMPINJ INC Technology 2.0 $205.0 $102.50 +53.1%
799 CCK CROWN HLDGS INC Consumer Cyclical 2.0 $201.0 -4.0 -66.7% $100.50 -3.0%
800 AOS SMITH A O CORP Industrials 3.0 $198.0 -2K -99.9% $66.00 -12.7%
Page 40 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%