Fund Holdings — SBI Securities Co., Ltd.

Total Portfolio Value
$3.65B
Total Bought
$272.33M
Total Sold
$445.09M
Net Transaction
-$172.75M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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AleAnna Inc A(ANNA)070,949+70,949032,4810.89%+32,481
Micron Technology Inc(MU)56,39882,280+25,88216,09727,7970.76%+11,701
Atlassian Corp20,109171,403+151,2943,26011,6980.32%+8,438
SPDR Gold MiniShares Trust(GLDM)533,574581,505+47,93145,55153,9001.48%+8,348
Exxon Mobil Corp124,759129,280+4,52115,01321,9340.60%+6,920
iShares 0-1 Year Treasury Bond ETF28,71477,351+48,6373,1638,5390.23%+5,376
SanDisk Corporation(SNDK)1,1078,272+7,1652635,2560.14%+4,993
SPDR Gold Share(GLD)68,10074,073+5,97326,98931,8730.87%+4,884
Venture Global Inc(VG)70,205277,925+207,7204794,3800.12%+3,901
NEOS Nasdaq100 High Income ETF
NASDAQ 100 HIGH
37,988118,656+80,6682,0465,8960.16%+3,850
iShares Core High Dividend ETF
CORE HIGH DV ETF
237,854240,991+3,13728,92532,7070.90%+3,782
AST SpaceMobile Inc(ASTS)101,734131,410+29,6767,38910,8900.30%+3,501
Johnson & Johnson(JNJ)116,369111,945-4,42424,08327,3640.75%+3,281
Vanguard High Dividend Yield ETF582,800586,333+3,53383,64386,8362.38%+3,192
Taiwan Semiconductor ADR(TSM)68,53170,223+1,69220,82623,7320.65%+2,906
Verizon Communications Inc(VZ)376,057362,949-13,10815,31718,2200.50%+2,903
RTX Corp(RTX)15,11328,351+13,2382,7725,4690.15%+2,697
Chevron Corp(CVX)33,40536,809+3,4045,0917,6160.21%+2,525
Lumentum Holdings Inc(LITE)4,9266,028+1,1021,8164,2360.12%+2,421
ARM Holdings PLC ADR108,48494,085-14,39911,85814,2330.39%+2,375
Rocket Lab Corporation(RKLB)205,258259,570+54,31214,31916,6700.46%+2,351
Pfizer Inc(PFE)550,371569,700+19,32913,70415,9970.44%+2,293
iShares Global Energy ETF4,35142,252+37,9011822,4340.07%+2,252
iShares Gold Trust(IAU)117,141132,995+15,8549,50811,7250.32%+2,217
REX FANG & Innovation Equity Income ETF
REX FA IN EQ ETF
1,73055,263+53,53322,1920.06%+2,191
Altria Group Inc(MO)268,041264,032-4,00915,45517,4230.48%+1,968
Vanguard FTSE Developed Markets ETF188,844214,603+25,75911,79713,7520.38%+1,955
Direxion Daily Semi Bear 3X ETF
DAI SEM 3X ETF
049,011+49,01101,9540.05%+1,954
AT&T Inc(T)487,413484,468-2,94512,10714,0450.38%+1,937
Nordic American Tankers Ltd
COM
33,951334,942+300,9911171,9630.05%+1,846
ST Energy Select Sector SPDR ETF
ST STR ENERG ETF
29,06451,168+22,1041,2993,1350.09%+1,835
Corteva Inc(CTVA)3,26023,691+20,4312191,9830.05%+1,765
iShares MSCI ACWI ETF44,49157,093+12,6026,2957,9000.22%+1,605
PayPay Corporation ADR(PAYP)067,089+67,08901,4320.04%+1,432
Pinterest Inc A(PINS)55,240153,491+98,2511,4302,8150.08%+1,385
Netflix Inc(NFLX)133,440144,352+10,91212,51113,8790.38%+1,368
ST SPDR Portfolio S&P500HighDividend ETF
ST STR SP500DIV
1,528,7591,479,156-49,60366,11967,3311.85%+1,212
Shell PLC ADR(SHEL)60,82859,828-1,0004,4705,5640.15%+1,094
GE Vernova(GEV)4,7664,820+543,1154,2070.12%+1,092
Applied Materials Inc12,25112,405+1543,1484,2400.12%+1,092
Global X Copper Miners ETF
GLOBAL X COPPER
1,41614,923+13,5071021,1390.03%+1,038
VanEck Semiconductor ETF
SEMICONDUCTR ETF
33,29533,920+62511,99113,0050.36%+1,014
ImmunityBio Inc(IBRX)119,322156,604+37,2822361,2010.03%+965
Corning Inc(GLW)7,52211,630+4,1086591,5810.04%+923
iShares Latin America 40 ETF7,20931,596+24,3872201,1220.03%+903
Direxion Junior Gold Miners Bull 2X ETF
DAIL JR GOLD ETF
1,2715,753+4,4822631,1460.03%+883
Intel Corp(INTC)207,914193,782-14,1327,6728,5520.23%+880
RH(RH)6,02813,958+7,9301,0801,9520.05%+872
Kosmos Energy Ltd(KOS)1,406300,271+298,86518350.02%+833
Direxion Daily AMZN Bull 2X ETF
DLY AMZN BULL 2X
5,20837,765+32,5571821,0140.03%+832
Lockheed Martin Corp(LMT)7,2217,155-663,4934,3240.12%+832
iShares Core U.S. Aggregate Bond ETF213,215222,735+9,52021,29622,1110.61%+815
Coherent Corp(COHR)7,5499,245+1,6961,3932,2020.06%+809
Occidental Petroleum Corp(OXY)27,60629,607+2,0011,1351,9240.05%+789
Direxion Daily MU Bull 2X ETF
DLY MU BULL 2X
1,2757,469+6,1941288990.02%+771
ConocoPhillips(COP)1,4566,779+5,3231368950.02%+759
VanEck Gold Miners ETF
GOLD MINERS ETF
71,23274,833+3,6016,1106,8670.19%+758
Caterpillar Inc(CAT)3,5123,900+3882,0122,7630.08%+751
Gevo Inc(GEVO)56,429315,075+258,6461138600.02%+747
Vanguard Energy ETF
ENERGY ETF
9,56911,026+1,4571,2051,9080.05%+703
Dow Inc(DOW)46,07642,302-3,7741,0771,7620.05%+685
Global X Nasdaq 100 Covered Call ETF
NASDAQ 100 COVER
618,152676,379+58,22710,92311,6000.32%+677
Vanguard Total International Stock ETF46,92854,573+7,6453,5404,2080.12%+668
AstraZeneca Plc(AZN)03,163+3,16306240.02%+624
Alcoa Inc(AA)1,07010,217+9,147576780.02%+621
Block Inc(XYZ)41,55055,242+13,6922,7043,3240.09%+620
Equinor ASA ADR(EQNR)13,41221,471+8,0593179060.02%+589
Ondas Inc(ONDS)118,636191,542+72,9061,1581,7320.05%+574
ONEOK Inc(OKE)17,43220,430+2,9981,2811,8470.05%+565
Cheniere Energy Inc(LNG)5132,310+1,7971006550.02%+556
Western Digital Corp(WDC)5,4435,472+299381,4800.04%+542
Diamondback Energy Inc(FANG)3,6445,462+1,8185481,0800.03%+533
Lam Research Corp(LRCX)10,19910,626+4271,7462,2700.06%+524
Vanguard FTSE Emerging Markets ETF240,906249,060+8,15412,95113,4620.37%+511
WalMart Inc(WMT)31,89332,651+7583,5534,0580.11%+505
Rio Tinto PLC ADR(RIO)38,79238,630-1623,1053,6040.10%+499
Freeport-McMoRan Inc(FCX)6,72814,092+7,3643428280.02%+487
Strategy Inc A(MSTR)23,88932,889+9,0003,6304,1050.11%+475
Direxion Daily Energy Bull 2X ETF
DAI ENE BUL ETF
1,4265,146+3,720805300.01%+450
BHP Group Ltd ADR24,62826,626+1,9981,4871,9370.05%+450
CF Industries Holdings Inc(CF)4503,706+3,256354810.01%+446
Newmont Corp(NEM)44,04744,598+5514,3984,8280.13%+430
Viking Therapeutics Inc(VKTX)17,10431,615+14,5116021,0290.03%+427
Global X Defense Tech ETF
DEFENSE TECH ETF
12,21117,175+4,9647911,2170.03%+426
Redwire Corp(RDW)44,76589,511+44,7463407610.02%+421
Applied Optoelectronics Inc(AAOI)1,9275,619+3,692674750.01%+408
Fastly Inc A(FSLY)15,09918,942+3,8431545500.02%+397
Bloom Energy Corporation A10,2569,504-7528911,2880.04%+397
BP PLC ADR(BP)45,78142,262-3,5191,5901,9860.05%+396
Invesco S&P 500 Equal Weight ETF
S&P500 EQL WGT
2552,307+2,052494430.01%+394
Frontline PLC(FRO)12,16618,873+6,7072656580.02%+392
KLA Corp(KLAC)1,3021,337+351,5821,9690.05%+387
REX Crypto Equity Premium Income ETF
REX CRYP EQU ETF
26,87145,249+18,3789051,2880.04%+384
Coeur Mining Inc(CDE)12,42132,066+19,6452216020.02%+380
iShares MSCI South Korea ETF2,6165,145+2,5292546330.02%+379
Planet Labs PBC(PL)39,33841,004+1,6667761,1460.03%+370
Vertiv Holdings Co(VRT)20,60014,788-5,8123,3373,7060.10%+368
iShares MSCI Thailand ETF2,9787,747+4,7691785370.01%+360
NEOS Gold High Income ETF
GOLD HIG INC ETF
06,299+6,29903580.01%+358
JPMorgan Equity Premium ETF
EQUITY PREMIUM
250,497259,262+8,76514,33814,6950.40%+357
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