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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 44 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CRBG COREBRIDGE FINL INC Financial Services 2.0 $48.0 $24.00 +11.0%
862 ELAN ELANCO ANIMAL HEALTH INC Healthcare 2.0 $48.0 NEW $24.00 -1.6%
863 CPB THE CAMPBELLS COMPANY Consumer Defensive 2.0 $45.0 -510.0 -99.6% $22.50 -8.1%
864 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1.0 $43.0 $43.00 -4.1%
865 TPG TPG INC Financial Services 1.0 $41.0 -38.0 -97.4% $41.00 +1.0%
866 LCID LUCID GROUP INC Consumer Cyclical 4.0 $38.0 -1K -99.7% $9.50 -33.8%
867 XP XP INC Financial Services 2.0 $38.0 -11.0 -84.6% $19.00 -10.2%
868 ALK ALASKA AIR GROUP INC Industrials 1.0 $37.0 $37.00 +22.5%
869 BRKR BRUKER CORP Healthcare 1.0 $36.0 $36.00 +42.2%
870 GTM ZOOMINFO TECHNOLOGIES INC Technology 6.0 $36.0 -20K -100.0% $6.00 -44.9%
871 BEKE KE HLDGS INC Real Estate 2.0 $30.0 $15.00 +8.7%
872 LKQ LKQ CORP Consumer Cyclical 1.0 $29.0 $29.00 -5.8%
873 SPTL SPDR SERIES TRUST 1.0 $26.0 $26.00 -0.3%
874 IVZ INVESCO LTD Financial Services 1.0 $24.0 -4.0 -80.0% $24.00 +14.6%
875 GALAXY DIGITAL INC. 1.0 $18.0 NEW $18.00
876 PTON PELOTON INTERACTIVE INC Consumer Cyclical 3.0 $13.0 -12K -100.0% $4.33 +36.7%
877 ARX ACCELERANT HOLDINGS Financial Services 1.0 $13.0 $13.00 +26.8%
878 CNH INDL N V 1.0 $11.0 $11.00
879 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1.0 $10.0 $10.00 +8.9%
Page 44 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%