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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 9 of 45  ·  892 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SNPS SYNOPSYS INC Technology 246.0 $116K 0.04% NEW $469.72 -18.2%
162 BLK BLACKROCK INC Financial Services 106.0 $113K 0.04% NEW $1070.34 +0.2%
163 TEAM ATLASSIAN CORPORATION Technology 688.0 $112K 0.04% NEW $162.14 -42.5%
164 VGK VANGUARD INTL EQUITY INDEX F FTSE 1,328.0 $111K 0.04% NEW $83.61 +6.0%
165 MA MASTERCARD INCORPORATED Financial Services 194.0 $111K 0.04% NEW $570.88 -4.8%
166 KMX CARMAX INC Consumer Cyclical 2,831.0 $109K 0.04% NEW $38.64 +48.4%
167 DIA SPDR DOW JONES INDL AVERAGE Financial Services 226.0 $109K 0.04% NEW $480.57 +8.4%
168 VALE VALE S A Basic Materials 8,283.0 $108K 0.04% NEW $13.03 +8.9%
169 QS QUANTUMSCAPE CORP Consumer Cyclical 10,143.0 $106K 0.03% NEW $10.42 -43.8%
170 DOCU DOCUSIGN INC Technology 1,538.0 $105K 0.03% NEW $68.40 -22.9%
171 MRNA MODERNA INC Healthcare 3,546.0 $105K 0.03% NEW $29.49 +109.6%
172 AXON AXON ENTERPRISE INC Industrials 183.0 $104K 0.03% NEW $567.93 -10.2%
173 MRK MERCK & CO INC Healthcare 985.0 $104K 0.03% NEW $105.26 +21.1%
174 NDAQ NASDAQ INC Financial Services 1,047.0 $102K 0.03% NEW $97.13 -5.7%
175 IWM ISHARES TR 411.0 $101K 0.03% NEW $246.16 +19.5%
176 VB VANGUARD INDEX FDS 390.0 $101K 0.03% NEW $257.95 +14.8%
177 SE SEA LTD Consumer Cyclical 771.0 $98K 0.03% NEW $127.57 -18.4%
178 CPNG COUPANG INC Consumer Cyclical 4,094.0 $97K 0.03% NEW $23.59 -29.5%
179 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 2,600.0 $96K 0.03% NEW $37.00 -6.9%
180 ENPH ENPHASE ENERGY INC Energy 2,991.0 $96K 0.03% NEW $32.05 +29.7%
Page 9 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%