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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 22 of 23  ·  456 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 IONQ IONQ INC Technology 27,253.0 $958K 0.00% +15K +117.8% $35.16 +38.6%
422 SOFI SOFI TECHNOLOGIES INC Financial Services 63,087.0 $956K 0.00% +12K +24.4% $15.15 +1.2%
423 RVTY REVVITY INC Healthcare 11,166.0 $947K 0.00% +1K +10.4% $84.78 +11.4%
424 SCHH SCHWAB STRATEGIC TR 42,840.0 $918K 0.00% +21K +100.0% $21.43 +8.2%
425 PSTG EVERPURE INC Technology 15,659.0 $892K 0.00% +2K +18.4% $56.99 +17.5%
426 LIBERTY MEDIA CORP DEL 10,606.0 $878K 0.00% +2K +17.8% $82.77
427 RMBS RAMBUS INC DEL Technology 10,627.0 $847K 0.00% +698.0 +7.0% $79.73 +55.4%
428 CRWV COREWEAVE INC Technology 11,998.0 $830K 0.00% +4K +58.4% $69.15 +45.2%
429 TECH BIO-TECHNE CORP Healthcare 15,408.0 $802K 0.00% +2K +10.9% $52.04 -12.1%
430 MOS MOSAIC CO Basic Materials 31,260.0 $782K 0.00% +3K +10.4% $25.00 -15.6%
431 WPC WP CAREY INC Real Estate 10,941.0 $743K 0.00% +2K +17.9% $67.91 +8.6%
432 CAG CONAGRA BRANDS INC Consumer Defensive 47,113.0 $741K 0.00% +4K +10.4% $15.73 -12.2%
433 SSNC SS&C TECH HLDGS Technology 10,965.0 $731K 0.00% +2K +17.8% $66.65 +0.5%
434 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 16,674.0 $716K 0.00% +2K +10.4% $42.92 -2.6%
435 AOS SMITH A O CORP Industrials 11,072.0 $705K 0.00% +961.0 +9.5% $63.68 -13.2%
436 TRU TRANSUNION Industrials 10,455.0 $695K 0.00% +2K +17.4% $66.49 +2.2%
437 BEN FRANKLIN RESOURCES INC Financial Services 30,260.0 $693K 0.00% +3K +10.4% $22.91 +37.6%
438 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 18,897.0 $673K 0.00% +602.0 +3.3% $35.62 +2.4%
439 SCHP SCHWAB STRATEGIC TR 24,976.0 $673K 0.00% +12K +100.0% $26.94 -1.4%
440 GLPI GAMING & LEISURE P Real Estate 14,129.0 $621K 0.00% +2K +17.9% $43.95 +7.5%
Page 22 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%