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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 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,934 $5.1M 0.02% SOLD
42 FIX COMFORT SYS USA INC Industrials 4,634 $4.4M 0.01% SOLD
43 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,695 $3.8M 0.01% SOLD
44 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 63,214 $3.7M 0.01% SOLD
45 EME EMCOR GROUP INC Industrials 5,889 $3.7M 0.01% SOLD
46 EXR EXTRA SPACE STORAGE INC Real Estate 27,921 $3.7M 0.01% SOLD
47 AEE AMEREN CORP Utilities 35,580 $3.6M 0.01% SOLD
48 ULTA ULTA BEAUTY INC Consumer Cyclical 5,898 $3.6M 0.01% SOLD
49 ATO ATMOS ENERGY CORP Utilities 21,117 $3.6M 0.01% SOLD
50 NTRS NORTHERN TR CORP Financial Services 24,968 $3.5M 0.01% SOLD
51 AVB AVALONBAY CMNTYS INC Real Estate 18,645 $3.4M 0.01% SOLD
52 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,668 $3.4M 0.01% SOLD
53 TDY TELEDYNE TECHNOLOGIES INC Technology 6,173 $3.2M 0.01% SOLD
54 HUBB HUBBELL INC Industrials 6,991 $3.2M 0.01% SOLD
55 ASTRAZENECA PLC 31,507 $2.9M 0.01% SOLD
56 WRB BERKLEY W R CORP Financial Services 39,630 $2.8M 0.01% SOLD
57 NVR NVR INC Consumer Cyclical 368 $2.7M 0.01% SOLD
58 VRSN VERISIGN INC Technology 11,002 $2.7M 0.01% SOLD
59 TYL TYLER TECHNOLOGIES INC Technology 5,783 $2.7M 0.01% SOLD
60 TEAM ATLASSIAN CORPORATION Technology 16,114 $2.6M 0.01% SOLD
Page 3 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%