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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 14 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HAL HALLIBURTON CO Energy 124,505.0 $4.9M 0.01% +13K +12.0% $39.26 +10.3%
262 RMD RESMED INC Healthcare 21,634.0 $4.8M 0.01% +2K +12.7% $220.03 -6.0%
263 KMB KIMBERLY-CLARK CORP Consumer Defensive 49,258.0 $4.7M 0.01% +6K +12.8% $96.35 +0.2%
264 A AGILENT TECHNOLOGIES INC Healthcare 42,264.0 $4.7M 0.01% +5K +12.7% $112.01 -0.1%
265 HSY HERSHEY CO Consumer Defensive 22,156.0 $4.7M 0.01% +3K +12.8% $213.55 -9.2%
266 DVN DEVON ENERGY CORP NEW Energy 90,839.0 $4.7M 0.01% +9K +11.5% $51.52 -3.7%
267 BLOCK INC 81,279.0 $4.6M 0.01% +9K +12.7% $57.03
268 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 14,431.0 $4.6M 0.01% +2K +13.8% $316.09 -7.6%
269 DAL DELTA AIR LINES INC Industrials 72,124.0 $4.6M 0.01% +7K +11.4% $63.19 +8.6%
270 MTB M & T BK CORP Financial Services 22,627.0 $4.6M 0.01% +2K +11.3% $201.13 +3.2%
271 HBAN HUNTINGTON BANCSHARES INC Financial Services 301,107.0 $4.5M 0.01% +94K +45.6% $15.02 +3.4%
272 DTE DTE ENERGY CO Utilities 30,822.0 $4.5M 0.01% +4K +12.8% $146.06 -1.7%
273 HPE HEWLETT PACKARD ENTERPRISE C Technology 197,495.0 $4.5M 0.01% +24K +13.8% $22.61 +45.4%
274 OTIS OTIS WORLDWIDE CORP Industrials 58,430.0 $4.5M 0.01% +6K +12.3% $76.33 -6.7%
275 CHTR CHARTER COMMUNICATIONS INC Communication Services 20,161.0 $4.5M 0.01% +2K +8.4% $220.94 -36.4%
276 DOW DOW HLDGS INC Basic Materials 106,152.0 $4.4M 0.01% +13K +13.6% $41.87 -10.1%
277 KHC KRAFT HEINZ CO Consumer Defensive 198,194.0 $4.4M 0.01% +21K +11.7% $22.34 +4.3%
278 CBOE CBOE GLOBAL MKTS INC Financial Services 15,530.0 $4.4M 0.01% +2K +12.8% $282.30 +30.6%
279 NRG NRG ENERGY INC Utilities 30,989.0 $4.4M 0.01% +6K +22.6% $141.23 -12.7%
280 FISV FISERV INC Technology 79,823.0 $4.4M 0.01% +9K +12.4% $54.53 +2.6%
Page 14 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%