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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 8 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RBLX ROBLOX CORP Technology 1,947.0 $158K 0.05% NEW $81.03 -36.2%
142 LRCX LAM RESEARCH CORP Technology 918.0 $157K 0.05% NEW $171.18 +83.0%
143 QQQM INVESCO EXCH TRADED FD TR II 615.0 $156K 0.05% NEW $252.92 +13.2%
144 SCCO SOUTHERN COPPER CORP Basic Materials 1,070.0 $154K 0.05% NEW $143.47 +20.2%
145 CAVA CAVA GROUP INC Consumer Cyclical 2,583.0 $152K 0.05% NEW $58.69 +17.3%
146 NEE NEXTERA ENERGY INC Utilities 1,823.0 $146K 0.05% NEW $80.28 +10.6%
147 JD JD.COM INC Consumer Cyclical 5,002.0 $144K 0.05% NEW $28.70 +3.2%
148 PG PROCTER AND GAMBLE CO Consumer Defensive 1,000.0 $143K 0.05% NEW $143.31 +4.6%
149 AOS SMITH A O CORP Industrials 2,100.0 $140K 0.05% NEW $66.88 -12.0%
150 HUBS HUBSPOT INC Technology 347.0 $139K 0.04% NEW $401.30 -44.1%
151 WMT WALMART INC Consumer Defensive 1,246.0 $139K 0.04% NEW $111.41 +2.5%
152 INTU INTUIT Technology 201.0 $133K 0.04% NEW $662.42 -56.1%
153 KO COCA COLA CO Consumer Defensive 1,885.0 $132K 0.04% NEW $69.91 +16.7%
154 ASTRAZENECA PLC 1,420.0 $131K 0.04% NEW $91.93
155 ABNB AIRBNB INC Consumer Cyclical 915.0 $124K 0.04% NEW $135.72 +7.6%
156 ZS ZSCALER INC Technology 548.0 $123K 0.04% NEW $224.92 -33.3%
157 IAU ISHARES GOLD TR Financial Services 1,497.0 $122K 0.04% NEW $81.17 -7.0%
158 BLOCK INC 1,865.0 $121K 0.04% NEW $65.09
159 GLW CORNING INC Technology 1,382.0 $121K 0.04% NEW $87.56 +76.5%
160 VUG VANGUARD INDEX FDS 238.0 $116K 0.04% NEW $487.86 -82.5%
Page 8 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 47.6%
Financial Services 17.2%
Communication Services 14.1%
Consumer Cyclical 8.9%
Healthcare 3.5%
Basic Materials 3.3%
Industrials 2.3%
Utilities 1.3%
Energy 1.0%
Consumer Defensive 0.9%