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Portfolio (Quarterly) Guide ↗

Rakuten Investment Management, Inc.

· CIK 0002062680
13F Portfolio $49.2B AUM 509 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 456 Added 3 Reduced 146 Exited
Page 12 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EEM ISHARES TR 114,046.0 $6.1M 0.01% +57K +100.0% $53.19 +22.7%
222 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 74,080.0 $6.0M 0.01% +8K +12.8% $81.39 -3.9%
223 WAB WABTEC Industrials 25,328.0 $6.0M 0.01% +3K +12.6% $237.37 +9.7%
224 CVNA CARVANA CO Consumer Cyclical 20,651.0 $6.0M 0.01% +2K +13.7% $290.80 -77.3%
225 AMP AMERIPRISE FINL INC Financial Services 13,630.0 $6.0M 0.01% +1K +11.0% $438.43 +4.9%
226 EQT EQT CORP Energy 92,618.0 $6.0M 0.01% +11K +12.8% $64.44 -9.7%
227 FITB FIFTH THIRD BANCORP Financial Services 133,532.0 $6.0M 0.01% +47K +53.5% $44.68 +9.4%
228 EBAY EBAY INC. Consumer Cyclical 67,082.0 $5.9M 0.01% +7K +12.4% $88.01 +34.5%
229 MSCI MSCI INC Financial Services 10,987.0 $5.8M 0.01% +1K +10.1% $531.88 +9.6%
230 ROK ROCKWELL AUTOMATION INC Industrials 16,679.0 $5.8M 0.01% +2K +12.9% $348.51 +25.0%
231 CBRE CBRE GROUP INC Real Estate 43,473.0 $5.8M 0.01% +5K +12.2% $133.14 -1.3%
232 VTR VENTAS INC Real Estate 70,228.0 $5.7M 0.01% +9K +14.8% $81.62 +8.5%
233 WDAY WORKDAY INC Technology 44,332.0 $5.7M 0.01% +4K +10.0% $128.77 -1.6%
234 PCG PG&E CORP Utilities 326,198.0 $5.7M 0.01% +37K +12.8% $17.48 -7.2%
235 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 17,925.0 $5.7M 0.01% +645.0 +3.7% $316.50 +26.7%
236 Q QNITY ELECTRONICS INC Technology 58,869.0 $5.7M 0.01% +31K +113.7% $96.11 +58.7%
237 MET METLIFE INC Financial Services 82,173.0 $5.6M 0.01% +9K +12.1% $68.27 +21.0%
238 NDAQ NASDAQ INC Financial Services 67,032.0 $5.6M 0.01% +7K +12.3% $83.52 +8.2%
239 NUE NUCOR CORP Basic Materials 33,965.0 $5.6M 0.01% +4K +12.7% $164.75 +35.7%
240 WEC WEC ENERGY GROUP INC Utilities 48,293.0 $5.6M 0.01% +6K +13.2% $115.33 -4.0%
Page 12 of 23  ·  456 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 33.3%
Communication Services 13.8%
Financial Services 10.2%
Healthcare 9.8%
Industrials 7.2%
Consumer Defensive 7.1%
Consumer Cyclical 7.1%
Energy 4.9%
Utilities 3.2%
Real Estate 2.1%