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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 2 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 29,360 $10.2M 0.03% SOLD
22 FORTINET INC 124,808 $10.1M 0.03% SOLD
23 TDG TRANSDIGM GROUP INC Industrials 7,402 $9.7M 0.03% SOLD
24 MELI MERCADOLIBRE INC Consumer Cyclical 4,669 $9.4M 0.03% SOLD
25 ROP ROPER TECHNOLOGIES INC Industrials 19,969 $9.0M 0.03% SOLD
26 TRV TRAVELERS COMPANIES INC Financial Services 29,432 $8.6M 0.03% SOLD
27 CENCORA INC 25,094 $8.5M 0.03% SOLD
28 PWR QUANTA SVCS INC Industrials 19,611 $8.5M 0.03% SOLD
29 AZO AUTOZONE INC Consumer Cyclical 2,192 $7.5M 0.03% SOLD
30 BDX BECTON DICKINSON & CO Healthcare 37,706 $7.4M 0.03% SOLD
31 APD AIR PRODS & CHEMS INC Basic Materials 29,277 $7.3M 0.02% SOLD
32 ALL ALLSTATE CORP Financial Services 34,501 $7.2M 0.02% SOLD
33 AFL AFLAC INC Financial Services 63,593 $7.0M 0.02% SOLD
34 URI UNITED RENTALS INC Industrials 8,401 $6.9M 0.02% SOLD
35 EW EDWARDS LIFESCIENCES CORP Healthcare 76,626 $6.7M 0.02% SOLD
36 AME AMETEK INC Industrials 30,315 $6.3M 0.02% SOLD
37 AIG AMERICAN INTL GROUP INC Financial Services 71,592 $6.2M 0.02% SOLD
38 GWW WW GRAINGER INC Industrials 5,827 $6.0M 0.02% SOLD
39 TGT TARGET CORP Consumer Defensive 59,776 $5.9M 0.02% SOLD
40 FICO FAIR ISAAC CORP Technology 3,132 $5.5M 0.02% SOLD
Page 2 of 8  ·  146 positions
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%