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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SJM SMUCKER J M CO Consumer Defensive 10,508.0 $1.0M 0.00% -4K -25.1% $95.17 +5.6%
2 BXP BXP INC Real Estate 14,522.0 $753K 0.00% -5K -25.6% $51.82 +15.6%
3 BROWN FORMAN CORP 19,025.0 $508K 0.00% -6K -25.1% $26.71

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%