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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 10 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KKR KKR & CO INC Financial Services 98,752.0 $8.9M 0.02% +11K +12.7% $90.36 +7.3%
182 SPG SIMON PPTY GROUP INC NEW Real Estate 48,327.0 $8.8M 0.02% +5K +12.5% $182.35 +9.7%
183 OKE ONEOK INC NEW Energy 93,384.0 $8.7M 0.02% +11K +12.8% $92.96 -0.7%
184 XYL XYLEM INC Industrials 68,172.0 $8.6M 0.02% +36K +112.9% $126.62 -14.6%
185 DLR DIGITAL RLTY TR INC Real Estate 48,954.0 $8.6M 0.02% +6K +13.2% $175.18 +7.6%
186 PYPL PAYPAL HLDGS INC Financial Services 189,440.0 $8.5M 0.02% +17K +9.9% $44.67 -0.6%
187 TFC TRUIST FINL CORP Financial Services 188,201.0 $8.4M 0.02% +19K +11.6% $44.64 +5.2%
188 O REALTY INCOME CORP Real Estate 136,524.0 $8.3M 0.02% +16K +13.0% $61.15 -0.0%
189 CTVA CORTEVA INC Basic Materials 99,969.0 $8.3M 0.02% +11K +12.3% $82.95 -0.9%
190 AJG GALLAGHER ARTHUR J & CO Financial Services 38,129.0 $8.2M 0.02% +4K +12.9% $215.95 -4.1%
191 SHOP SHOPIFY INC Technology 72,434.0 $8.1M 0.02% +6K +9.8% $111.77 -10.3%
192 TRGP TARGA RES CORP Energy 31,858.0 $7.9M 0.02% +4K +12.7% $248.09 +9.6%
193 D DOMINION ENERGY INC Utilities 126,729.0 $7.8M 0.02% +14K +12.9% $61.84 -0.2%
194 DDOG DATADOG INC Technology 67,404.0 $7.8M 0.02% +8K +13.1% $115.81 +79.6%
195 QQQ INVESCO QQQ TR Financial Services 13,000.0 $7.8M 0.02% $598.73 +17.9%
196 CIEN CIENA CORP Technology 20,904.0 $7.6M 0.02% +15K +249.9% $365.00 +43.7%
197 ODFL OLD DOMINION FREIGHT LINE IN Industrials 39,831.0 $7.6M 0.01% +4K +11.5% $189.75 +7.0%
198 HOOD ROBINHOOD MKTS INC Financial Services 115,265.0 $7.5M 0.01% +14K +13.8% $65.16 +18.4%
199 DELL DELL TECHNOLOGIES INC Technology 45,106.0 $7.4M 0.01% +4K +11.0% $164.66 +47.0%
200 ENTERGY CORP NEW 66,845.0 $7.4M 0.01% +8K +13.8% $111.06
Page 10 of 24  ·  464 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 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%