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Portfolio (Quarterly) Guide ↗

Rakuten Investment Management, Inc.

· CIK 0002062680
13F Portfolio $29.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 607 New
Page 18 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PPL PPL CORP Utilities 97,303.0 $3.4M 0.01% NEW $35.22 +0.6%
342 BIIB BIOGEN INC Healthcare 19,295.0 $3.4M 0.01% NEW $176.83 +6.1%
343 CINF CINCINNATI FINL CORP Financial Services 20,539.0 $3.4M 0.01% NEW $164.99 +1.9%
344 OMC OMNICOM GROUP INC Communication Services 41,993.0 $3.4M 0.01% NEW $80.47 -11.1%
345 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,668.0 $3.4M 0.01% NEW $130.95 -5.9%
346 CFG CITIZENS FINL GROUP INC Financial Services 56,578.0 $3.3M 0.01% NEW $59.14 +5.8%
347 VLTO VERALTO CORP Industrials 32,657.0 $3.3M 0.01% NEW $101.50 -15.2%
348 JBL JABIL INC Technology 14,075.0 $3.3M 0.01% NEW $234.97 +46.0%
349 ES EVERSOURCE ENERGY Utilities 49,183.0 $3.3M 0.01% NEW $67.20 +2.7%
350 CNP CENTERPOINT ENERGY INC Utilities 85,884.0 $3.3M 0.01% NEW $38.42 +10.6%
351 GIS GENERAL MLS INC Consumer Defensive 70,170.0 $3.3M 0.01% NEW $46.92 -28.2%
352 IRM IRON MTN INC DEL Real Estate 38,874.0 $3.2M 0.01% NEW $82.63 +51.9%
353 THOMSON REUTERS CORP 24,011.0 $3.2M 0.01% NEW $133.22
354 RF REGIONS FINANCIAL CORP NEW Financial Services 116,007.0 $3.2M 0.01% NEW $27.55 -0.2%
355 TDY TELEDYNE TECHNOLOGIES INC Technology 6,173.0 $3.2M 0.01% NEW $516.27 +19.8%
356 HUBB HUBBELL INC Industrials 6,991.0 $3.2M 0.01% NEW $451.39 +2.9%
357 STLD STEEL DYNAMICS INC Basic Materials 18,167.0 $3.1M 0.01% NEW $172.88 +31.3%
358 HAL HALLIBURTON CO Energy 111,181.0 $3.1M 0.01% NEW $28.15 +51.0%
359 FE FIRSTENERGY CORP Utilities 69,606.0 $3.1M 0.01% NEW $44.89 +1.3%
360 DLTR DOLLAR TREE INC Consumer Defensive 25,126.0 $3.1M 0.01% NEW $123.93 -25.3%
Page 18 of 31  ·  607 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 38.7%
Communication Services 11.7%
Consumer Cyclical 10.9%
Financial Services 10.2%
Healthcare 9.0%
Industrials 6.9%
Consumer Defensive 4.8%
Energy 2.6%
Utilities 2.4%
Real Estate 1.7%