SBI Securities Co., Ltd.

data from 30/09/2025

Capitalization

$ 3.905 B 12.34 %

Average holding period

3 ans

Performance

$ 661.407 M 20.73 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in SBI Securities Co., Ltd.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA Corp 12.54% 489.836 M $ 2625342 2024/12/31 73.929 M $ 18.10 %
2025/09/30 VOO Vanguard S&P 500 ETF 5.81% 226.836 M $ 370417 2024/12/31 16.861 M $ 7.81 %
2025/09/30 VTI Vanguard Total Stock Market ETF 5.04% 196.900 M $ 599995 2024/12/31 15.133 M $ 7.98 %
2025/09/30 TSLA Tesla Inc 3.67% 143.316 M $ 322262 2024/12/31 37.737 M $ 40.00 %
2025/09/30 AAPL Apple Inc 3.18% 124.333 M $ 488288 2024/12/31 24.849 M $ 24.11 %
2025/09/30 QQQ Invesco QQQ Trust Series 1 ETF 3.00% 117.045 M $ 194954 2024/12/31 9.638 M $ 8.83 %
2025/09/30 PLTR Palantir Technologies Inc A 2.79% 108.775 M $ 596288 2024/12/31 28.191 M $ 33.82 %
2025/09/30 MSFT Microsoft Corp 2.67% 104.451 M $ 201663 2024/12/31 4.103 M $ 4.13 %
2025/09/30 VT Vanguard Total World Stock ETF 2.67% 104.129 M $ 755650 2024/12/31 7.005 M $ 7.22 %
2025/09/30 AMZN Amazon Com Inc 2.25% 87.917 M $ 400404 2024/12/31 75.717 K $ 0.08 %
2025/09/30 VYM Vanguard High Dividend Yield ETF 2.13% 83.104 M $ 589598 2024/12/31 4.586 M $ 5.73 %
2025/09/30 GOOGL Alphabet A 1.88% 73.603 M $ 302767 2024/12/31 20.702 M $ 37.94 %
2025/09/30 SPYD SPDR Portfolio S&P500 HighDividend ETF 1.75% 68.294 M $ 1552130 2024/12/31 2.394 M $ 3.68 %
2025/09/30 META Meta Platforms Inc A 1.09% 42.511 M $ 57887 2024/12/31 -216.192 K $ -0.50 %
2025/09/30 SOXL Direxion Daily Semi Bull 3X 1.08% 42.318 M $ 1214645 2024/12/31 16.242 M $ 38.75 %
2025/09/30 JEPQ JPM Nasdaq Equity Premium Income ETF 1.07% 41.717 M $ 725269 2024/12/31 2.134 M $ 5.74 %
2025/09/30 EDV Vanguard Extended Duration Treasury ETF 1.05% 41.030 M $ 599420 2024/12/31 696.728 K $ 1.71 %
2025/09/30 GOOG Alphabet C 1.04% 40.566 M $ 166562 2024/12/31 11.429 M $ 37.30 %
2025/09/30 GLDM SPDR Gold MiniShares Trust 0.98% 38.167 M $ 499243 2024/12/31 4.196 M $ 16.68 %
2025/09/30 ATEX Anterix Inc 0.97% 37.696 M $ 74983 2025/06/30 -83.000 $ -16.30 %
2025/09/30 VGT Vanguard Information Technology ETF 0.92% 35.879 M $ 48055 2024/12/31 4.097 M $ 12.57 %
2025/09/30 SPXL Direxion Daily S&P500 Bull 3X Shares ETF 0.78% 30.488 M $ 143878 2024/12/31 5.754 M $ 22.11 %
2025/09/30 HDV iShares Core High Dividend ETF 0.76% 29.725 M $ 242755 2024/12/31 1.283 M $ 4.51 %
2025/09/30 SOFI SoFi Technologies Inc A 0.73% 28.478 M $ 1077897 2024/12/31 7.299 M $ 45.09 %
2025/09/30 TLT iShares 20 Year Treasury Bond ETF 0.71% 27.743 M $ 310428 2024/12/31 300.364 K $ 1.27 %
2025/09/30 V Visa Inc A 0.67% 26.216 M $ 76793 2024/12/31 -1.067 M $ -3.85 %
2025/09/30 GLD SPDR Gold Share 0.65% 25.303 M $ 71182 2024/12/31 3.107 M $ 16.61 %
2025/09/30 TMF Direxion 20-Year Treasury Bull 3X ETF 0.65% 25.282 M $ 629214 2024/12/31 599.985 K $ 2.40 %
2025/09/30 IBM International Business Machines Corp 0.64% 24.981 M $ 88534 2024/12/31 -1.133 M $ -4.28 %
2025/09/30 TECL Direxion Daily Tech Bull 3X 0.62% 24.285 M $ 195265 2024/12/31 7.469 M $ 32.90 %
2025/09/30 IVV iShares S&P 500 ETF 0.61% 23.905 M $ 35717 2024/12/31 1.773 M $ 7.80 %
2025/09/30 VIG Vanguard Dividend Appreciation IndexFund 0.56% 22.006 M $ 101978 2024/12/31 1.161 M $ 5.43 %
2025/09/30 JNJ Johnson & Johnson 0.55% 21.650 M $ 116762 2024/12/31 3.954 M $ 21.39 %
2025/09/30 AGG iShares Core U.S. Aggregate Bond ETF 0.53% 20.810 M $ 207585 2024/12/31 237.254 K $ 1.06 %
2025/09/30 AVGO Broadcom Ltd 0.51% 20.034 M $ 60726 2024/12/31 3.013 M $ 19.69 %
2025/09/30 KO Coca-Cola Co 0.50% 19.685 M $ 296812 2024/12/31 -1.334 M $ -6.26 %
2025/09/30 TSM Taiwan Semiconductor ADR 0.48% 18.595 M $ 66578 2024/12/31 3.738 M $ 23.31 %
2025/09/30 PG Procter & Gamble Co 0.46% 18.038 M $ 117396 2024/12/31 -669.967 K $ -3.56 %
2025/09/30 MO Altria Group Inc 0.45% 17.657 M $ 267288 2024/12/31 2.008 M $ 12.67 %
2025/09/30 ARM ARM Holdings PLC ADR 0.43% 16.750 M $ 118381 2024/12/31 -2.455 M $ -12.52 %
2025/09/30 BND Vanguard Total Bond Market ETF 0.42% 16.349 M $ 219834 2024/12/31 155.824 K $ 1.01 %
2025/09/30 Nebius Group NV A 0.40% 15.470 M $ 137790 2024/12/31 3.069 M $ 102.91 %
2025/09/30 BTI British American Tobacco Plc ADR 0.39% 15.145 M $ 285332 2024/12/31 1.769 M $ 12.15 %
2025/09/30 NFLX Netflix Inc 0.38% 14.887 M $ 12417 2024/12/31 -1.656 M $ -10.47 %
2025/09/30 VZ Verizon Communications Inc 0.38% 14.761 M $ 335856 2024/12/31 219.006 K $ 1.57 %
2025/09/30 KYIV Kyivstar Group Ltd 0.37% 14.487 M $ 1158993 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV AbbVie Inc 0.37% 14.397 M $ 62181 2024/12/31 2.942 M $ 24.74 %
2025/09/30 CRWV CoreWeave Inc 0.37% 14.295 M $ 104460 2025/03/31 -596.565 K $ -16.07 %
2025/09/30 SPY SPDR S&P 500 ETF Trust 0.36% 14.234 M $ 21367 2024/12/31 1.063 M $ 7.82 %
2025/09/30 AMD Advanced Micro Devices Inc 0.36% 14.210 M $ 87829 2024/12/31 1.724 M $ 14.02 %
2025/09/30 JEPI JPMorgan Equity Premium ETF 0.36% 14.099 M $ 246909 2024/12/31 59.991 K $ 0.44 %
2025/09/30 PFF iShares Preferred and Income Securities 0.36% 14.073 M $ 445056 2024/12/31 409.810 K $ 3.06 %
2025/09/30 XOM Exxon Mobil Corp 0.36% 13.911 M $ 123375 2024/12/31 636.733 K $ 4.59 %
2025/09/30 T AT&T Inc 0.35% 13.855 M $ 490603 2024/12/31 -354.887 K $ -2.42 %
2025/09/30 CRWD Crowdstrike Holdings Inc A 0.35% 13.525 M $ 27580 2024/12/31 -526.310 K $ -3.72 %
2025/09/30 VWO Vanguard FTSE Emerging Markets ETF 0.34% 13.408 M $ 247473 2024/12/31 1.228 M $ 9.54 %
2025/09/30 B Barrick Mining Corp 0.34% 13.222 M $ 403483 2025/06/30 4.875 M $ 57.40 %
2025/09/30 EPI WisdomTree India Earnings Fund 0.34% 13.167 M $ 297903 2024/12/31 -1.012 M $ -6.89 %
2025/09/30 TQQQ Proshares Ultrapro QQQ ETF 0.34% 13.108 M $ 126774 2024/12/31 2.710 M $ 24.58 %
2025/09/30 PFE Pfizer Inc 0.33% 12.981 M $ 509451 2024/12/31 520.339 K $ 5.12 %
2025/09/30 LLY Eli Lilly & Co 0.30% 11.592 M $ 15193 2024/12/31 -264.000 K $ -2.12 %
2025/09/30 QYLD Global X Nasdaq 100 Covered Call ETF 0.29% 11.451 M $ 673193 2024/12/31 195.075 K $ 1.73 %
2025/09/30 VEA Vanguard FTSE Developed Markets ETF 0.29% 11.432 M $ 190789 2024/12/31 593.645 K $ 5.10 %
2025/09/30 SMH VanEck Semiconductor ETF 0.29% 11.139 M $ 34132 2024/12/31 1.645 M $ 17.03 %
2025/09/30 IONQ IonQ Inc 0.28% 10.800 M $ 175615 2024/12/31 3.247 M $ 43.12 %
2025/09/30 MSTR Strategy Inc A 0.27% 10.593 M $ 32877 2024/12/31 -2.794 M $ -20.29 %
2025/09/30 TMV Direxion 20-Year Treasury Bear 3X ETF 0.25% 9.604 M $ 274089 2024/12/31 -531.006 K $ -5.14 %
2025/09/30 IAU iShares Gold Trust 0.24% 9.182 M $ 126180 2024/12/31 1.169 M $ 16.69 %
2025/09/30 COIN Coinbase Global Inc A 0.23% 9.067 M $ 26865 2024/12/31 -331.552 K $ -3.71 %
2025/09/30 UNH UnitedHealth Group Inc 0.23% 9.003 M $ 26073 2024/12/31 472.986 K $ 10.68 %
2025/09/30 GDX VanEck Gold Miners ETF 0.22% 8.759 M $ 114644 2024/12/31 2.213 M $ 46.75 %
2025/09/30 HOOD Robinhood Markets Inc A 0.21% 8.273 M $ 57777 2024/12/31 3.824 M $ 52.92 %
2025/09/30 INTC Intel Corp 0.20% 7.713 M $ 229893 2024/12/31 2.434 M $ 49.78 %
2025/09/30 VUG Vanguard Growth ETF 0.19% 7.599 M $ 15844 2024/12/31 636.488 K $ 9.40 %
2025/09/30 TSLL Direxion Daily TSLA Bull 2X Shares ETF 0.19% 7.459 M $ 353337 2024/12/31 4.001 M $ 78.75 %
2025/09/30 ORCL Oracle 0.19% 7.269 M $ 25848 2024/12/31 706.491 K $ 28.64 %
2025/09/30 VGK Vanguard FTSE Europe ETF 0.18% 7.166 M $ 89799 2024/12/31 199.642 K $ 2.97 %
2025/09/30 MU Micron Technology Inc 0.18% 7.157 M $ 42772 2024/12/31 2.309 M $ 35.76 %
2025/09/30 RGTI Rigetti Computing Inc 0.18% 7.048 M $ 236591 2024/12/31 3.499 M $ 151.18 %
2025/09/30 XLK Technology Select Sector SPDR Fund 0.18% 6.875 M $ 24393 2024/12/31 697.426 K $ 11.31 %
2025/09/30 PANW Palo Alto Networks 0.17% 6.741 M $ 33108 2024/12/31 -31.408 K $ -0.50 %
2025/09/30 HYG iShares iB High Yield Corporate Bond ETF 0.17% 6.520 M $ 80301 2024/12/31 41.592 K $ 0.67 %
2025/09/30 TEAM Atlassian Corp 0.17% 6.475 M $ 40546 2024/12/31 -1.167 M $ -21.36 %
2025/09/30 SLV iShares Silver Trust 0.16% 6.378 M $ 150532 2024/12/31 1.086 M $ 29.14 %
2025/09/30 JPM JPMorgan Chase & Co 0.16% 6.223 M $ 19729 2024/12/31 552.405 K $ 8.80 %
2025/09/30 RKLB Rocket Lab Corporation 0.16% 6.108 M $ 127480 2025/06/30 1.743 M $ 33.94 %
2025/09/30 OKLO Oklo Inc A 0.15% 5.938 M $ 53197 2024/12/31 2.783 M $ 99.37 %
2025/09/30 EWG iShares MSCI Germany ETF 0.15% 5.887 M $ 141484 2024/12/31 -165.766 K $ -1.65 %
2025/09/30 MCD McDonald's Corp 0.15% 5.806 M $ 19105 2024/12/31 232.149 K $ 4.01 %
2025/09/30 COST Costco Wholesale Corp 0.15% 5.685 M $ 6142 2024/12/31 -382.387 K $ -6.50 %
2025/09/30 TOK iShares MSCI Kokusai ETF 0.14% 5.535 M $ 41006 2024/12/31 370.764 K $ 7.14 %
2025/09/30 GS Goldman Sachs Group Inc 0.14% 5.427 M $ 6815 2024/12/31 699.319 K $ 12.52 %
2025/09/30 JMIA Jumia Technologies AG ADR 0.14% 5.408 M $ 465846 2024/12/31 2.995 M $ 188.81 %
2025/09/30 MMM 3M Co 0.14% 5.403 M $ 34818 2024/12/31 109.723 K $ 1.93 %
2025/09/30 CVX Chevron Corp 0.13% 5.269 M $ 33933 2024/12/31 407.491 K $ 8.45 %
2025/09/30 CCL Carnival Corp 0.13% 5.202 M $ 179953 2024/12/31 178.611 K $ 2.81 %
2025/09/30 ACWI iShares MSCI ACWI ETF 0.13% 5.193 M $ 37568 2024/12/31 307.506 K $ 7.50 %
2025/09/30 SHOP Shopify Inc A 0.13% 5.166 M $ 34763 2024/12/31 1.391 M $ 28.83 %
2025/09/30 VSS Vanguard FTSE All-Worldex ex-US SmallCap 0.13% 5.069 M $ 35562 2024/12/31 290.822 K $ 6.07 %
2025/09/30 GFI Gold Fields Ltd ADR 0.13% 5.049 M $ 120319 2024/12/31 719.601 K $ 77.27 %