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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 23 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 INVH INVITATION HOMES INC Real Estate 74,970.0 $2.1M 0.01% NEW $27.74 +4.3%
442 LII LENNOX INTL INC Industrials 4,186.0 $2.1M 0.01% NEW $496.58 -0.4%
443 TXT TEXTRON INC Industrials 23,266.0 $2.1M 0.01% NEW $88.74 -0.3%
444 FOXA FOX CORP Communication Services 27,477.0 $2.0M 0.01% NEW $73.82 -12.4%
445 SMCI SUPER MICRO COMPUTER INC Technology 67,381.0 $2.0M 0.01% NEW $30.08 +11.4%
446 HDV ISHARES TR 16,628.0 $2.0M 0.01% NEW $121.87 -77.3%
447 RBLX ROBLOX CORP Technology 24,636.0 $2.0M 0.01% NEW $81.52 -44.0%
448 DECK DECKERS OUTDOOR CORP Consumer Cyclical 19,283.0 $2.0M 0.01% NEW $103.71 -6.4%
449 GEN GEN DIGITAL INC Technology 72,229.0 $2.0M 0.01% NEW $27.58 -10.5%
450 JBHT HUNT J B TRANS SVCS INC Industrials 9,989.0 $2.0M 0.01% NEW $197.55 +33.4%
451 FFIV F5 INC Technology 7,579.0 $2.0M 0.01% NEW $259.43 +47.8%
452 WCN WASTE CONNECTIONS INC Industrials 10,907.0 $1.9M 0.01% NEW $178.54 -12.1%
453 LUV SOUTHWEST AIRLS CO Industrials 46,124.0 $1.9M 0.01% NEW $41.12 -3.5%
454 AVY AVERY DENNISON CORP Industrials 10,197.0 $1.9M 0.01% NEW $182.65 -14.6%
455 BALL BALL CORP Consumer Cyclical 34,853.0 $1.9M 0.01% NEW $53.16 +5.2%
456 IEX IDEX CORP Industrials 10,198.0 $1.8M 0.01% NEW $180.01 +15.2%
457 KIM KIMCO RLTY CORP Real Estate 89,085.0 $1.8M 0.01% NEW $20.39 +17.0%
458 JKHY HENRY JACK & ASSOC INC Technology 9,704.0 $1.8M 0.01% NEW $186.42 -25.0%
459 MAS MASCO CORP Industrials 27,851.0 $1.8M 0.01% NEW $64.60 +2.8%
460 LNG CHENIERE ENERGY INC Energy 9,310.0 $1.8M 0.01% NEW $192.60 +27.0%
Page 23 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%