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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 43 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 CSX CSX CORP Industrials 2.0 $82.0 -20.0 -90.9% $41.00 +23.8%
842 EVRG EVERGY INC Utilities 1.0 $82.0 -30.0 -96.8% $82.00 +4.4%
843 AUGO AURA MINERALS INC Basic Materials 1.0 $82.0 NEW $82.00 -38.8%
844 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1.0 $81.0 $81.00 -2.9%
845 THO THOR INDS INC Consumer Cyclical 1.0 $80.0 $80.00 -4.7%
846 BROWN FORMAN CORP 3.0 $79.0 +2.0 +200.0% $26.33
847 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 1.0 $74.0 $74.00 +1.4%
848 UNM UNUM GROUP Financial Services 1.0 $73.0 $73.00 +22.0%
849 UAA UNDER ARMOUR INC Consumer Cyclical 12.0 $71.0 -437.0 -97.3% $5.92 +25.6%
850 DOX AMDOCS LTD Technology 1.0 $65.0 $65.00 -19.0%
851 VENTURE GLOBAL INC 4.0 $63.0 -61.0 -93.8% $15.75
852 MAS MASCO CORP Industrials 1.0 $60.0 $60.00 +31.1%
853 VGIT VANGUARD SCOTTSDALE FDS 1.0 $60.0 $60.00 -2.2%
854 FRPT FRESHPET INC Consumer Defensive 1.0 $59.0 $59.00 -4.0%
855 OVV OVINTIV INC Energy 1.0 $59.0 $59.00 -2.1%
856 PCVX VAXCYTE INC Healthcare 1.0 $58.0 $58.00 -3.1%
857 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 1.0 $56.0 -4.0 -80.0% $56.00 +6.4%
858 ROIV ROIVANT SCIENCES LTD Healthcare 2.0 $55.0 -870.0 -99.8% $27.50 +25.5%
859 POR PORTLAND GEN ELEC CO Utilities 1.0 $53.0 NEW $53.00 -1.1%
860 ROL ROLLINS INC Consumer Cyclical 1.0 $53.0 $53.00 -14.9%
Page 43 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 51.8%
Financial Services 13.8%
Consumer Cyclical 8.4%
Communication Services 7.7%
Healthcare 6.5%
Basic Materials 4.0%
Energy 2.9%
Industrials 2.6%
Utilities 1.3%
Consumer Defensive 1.0%