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Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $308M AUM 892 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 892 New
Page 6 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VXUS VANGUARD STAR FDS 4,019.0 $303K 0.10% NEW $75.44 +14.1%
102 OXY OCCIDENTAL PETE CORP Energy 7,347.0 $302K 0.10% NEW $41.12 +39.9%
103 PATH UIPATH INC Technology 18,223.0 $299K 0.10% NEW $16.39 -26.8%
104 ASML ASML HOLDING N V Technology 275.0 $294K 0.10% NEW $1069.86 +51.3%
105 ANGLOGOLD ASHANTI PLC 3,436.0 $293K 0.10% NEW $85.28
106 V VISA INC Financial Services 814.0 $285K 0.09% NEW $350.71 -8.3%
107 GE GE AEROSPACE Industrials 916.0 $282K 0.09% NEW $308.03 +3.9%
108 MCD MCDONALDS CORP Consumer Cyclical 871.0 $266K 0.09% NEW $305.63 -9.1%
109 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 13,474.0 $266K 0.09% NEW $19.71 -22.9%
110 VST VISTRA CORP Utilities 1,605.0 $259K 0.08% NEW $161.33 +0.4%
111 SNOW SNOWFLAKE INC Technology 1,174.0 $258K 0.08% NEW $219.36 +10.2%
112 ACHR ARCHER AVIATION INC Industrials 30,655.0 $231K 0.07% NEW $7.52 -7.1%
113 MELI MERCADOLIBRE INC Consumer Cyclical 114.0 $230K 0.07% NEW $2014.26 -14.9%
114 ACN ACCENTURE PLC IRELAND Technology 854.0 $229K 0.07% NEW $268.30 -33.4%
115 APH AMPHENOL CORP NEW Technology 1,692.0 $229K 0.07% NEW $135.14 +8.9%
116 JNJ JOHNSON & JOHNSON Healthcare 1,104.0 $228K 0.07% NEW $206.95 +11.5%
117 COST COSTCO WHSL CORP NEW Consumer Defensive 252.0 $217K 0.07% NEW $862.34 +15.7%
118 AMAT APPLIED MATLS INC Technology 822.0 $211K 0.07% NEW $256.99 +76.0%
119 XOM EXXON MOBIL CORP Energy 1,742.0 $210K 0.07% NEW $120.34 +22.8%
120 JPM JPMORGAN CHASE & CO. Financial Services 646.0 $208K 0.07% NEW $322.22 -7.7%
Page 6 of 45  ·  892 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 47.2%
Financial Services 17.3%
Communication Services 14.2%
Consumer Cyclical 8.9%
Healthcare 3.6%
Basic Materials 3.3%
Industrials 2.3%
Utilities 1.3%
Energy 1.0%
Consumer Defensive 0.9%