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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 7 of 44  ·  879 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 JNJ JOHNSON & JOHNSON Healthcare 883.0 $216K 0.09% -221.0 -20.0% $244.44 +3.5%
122 SRLN SSGA ACTIVE ETF TR 5,214.0 $209K 0.09% +4K +553.4% $40.14 +0.5%
123 IAU ISHARES GOLD TR Financial Services 2,292.0 $202K 0.08% +795.0 +53.1% $88.16 -14.4%
124 AVAV AEROVIRONMENT INC Industrials 1,092.0 $200K 0.08% +336.0 +44.4% $183.05 -22.3%
125 VGK VANGUARD INTL EQUITY INDEX F 2,378.0 $196K 0.08% +1K +79.1% $82.43 +7.5%
126 PL PLANET LABS PBC Industrials 7,009.0 $196K 0.08% NEW $27.95 -19.6%
127 PANW PALO ALTO NETWORKS INC Technology 1,198.0 $192K 0.08% +187.0 +18.5% $160.32 +123.7%
128 ZS ZSCALER INC Technology 1,366.0 $192K 0.08% +818.0 +149.3% $140.29 +6.9%
129 FIG FIGMA INC Technology 8,983.0 $190K 0.08% -2K -18.9% $21.14 +13.3%
130 AFRM AFFIRM HLDGS INC Technology 4,136.0 $190K 0.08% -12K -75.1% $45.82 +66.0%
131 RBLX ROBLOX CORP Technology 3,217.0 $182K 0.08% +1K +65.2% $56.56 -8.6%
132 INTU INTUIT Technology 415.0 $179K 0.07% +214.0 +106.5% $432.38 -32.7%
133 UBER UBER TECHNOLOGIES INC Technology 2,483.0 $179K 0.07% +36.0 +1.5% $71.93 +0.7%
134 SYM SYMBOTIC INC Industrials 3,219.0 $171K 0.07% -7K -69.7% $53.20 -22.5%
135 TER TERADYNE INC Technology 569.0 $169K 0.07% +325.0 +133.2% $296.46 +8.7%
136 QS QUANTUMSCAPE CORP Consumer Cyclical 26,195.0 $167K 0.07% +16K +158.3% $6.38 -8.2%
137 DOCS DOXIMITY INC Healthcare 7,147.0 $167K 0.07% +7K +2770.3% $23.30 -7.6%
138 SNOW SNOWFLAKE INC Technology 1,091.0 $165K 0.07% -83.0 -7.1% $150.82 +78.3%
139 SPEM SPDR INDEX SHS FDS 3,385.0 $159K 0.07% +2K +107.9% $46.91 +7.0%
140 T AT&T INC Communication Services 5,472.0 $159K 0.07% -3K -31.9% $28.99 -24.8%
Page 7 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%