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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 15 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 INGERSOLL RAND INC 54,779.0 $4.2M 0.01% +6K +12.0% $76.94
282 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 66,096.0 $4.2M 0.01% +8K +12.8% $63.69 +36.6%
283 IQVIA HLDGS INC 25,205.0 $4.2M 0.01% +3K +12.6% $166.16
284 PPL PPL CORP Utilities 109,785.0 $4.2M 0.01% +12K +12.8% $38.02 -8.1%
285 CNP CENTERPOINT ENERGY INC Utilities 96,892.0 $4.2M 0.01% +11K +12.8% $42.99 -3.0%
286 TPR TAPESTRY INC Consumer Cyclical 30,157.0 $4.1M 0.01% +3K +11.2% $136.92 -4.2%
287 EIX EDISON INTL Utilities 57,106.0 $4.1M 0.01% +6K +12.8% $71.84 -3.7%
288 BIIB BIOGEN INC Healthcare 21,778.0 $4.1M 0.01% +2K +12.9% $187.57 +1.6%
289 DOV DOVER CORP Industrials 20,129.0 $4.1M 0.01% +2K +11.6% $202.81 +4.0%
290 HDV ISHARES TR 33,256.0 $4.1M 0.01% +17K +100.0% $121.87 -77.3%
291 CTRA COTERRA ENERGY INC Energy 112,727.0 $4.0M 0.01% +12K +12.5% $35.91 -9.3%
292 CCL CARNIVAL CORP Consumer Cyclical 168,832.0 $4.0M 0.01% +28K +19.5% $23.96 -0.3%
293 FE FIRSTENERGY CORP Utilities 78,601.0 $4.0M 0.01% +9K +12.9% $50.42 -12.1%
294 EXPAND ENERGY CORPORATION 35,346.0 $3.9M 0.01% +4K +12.8% $111.45
295 EXPE EXPEDIA GROUP INC Consumer Cyclical 17,366.0 $3.9M 0.01% +2K +12.4% $226.51 -5.1%
296 JBL JABIL INC Technology 15,672.0 $3.9M 0.01% +2K +11.3% $247.48 +36.9%
297 DG DOLLAR GEN CORP Consumer Defensive 32,668.0 $3.8M 0.01% +4K +12.8% $117.84 -9.9%
298 MSTR STRATEGY INC Technology 31,591.0 $3.8M 0.01% +6K +23.8% $121.44 +37.2%
299 ES EVERSOURCE ENERGY Utilities 55,682.0 $3.8M 0.01% +6K +13.2% $68.41 -0.5%
300 RJF RAYMOND JAMES FINL INC Financial Services 26,641.0 $3.8M 0.01% +3K +12.2% $140.89 +9.6%
Page 15 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%