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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 15 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VICI VICI PPTYS INC Real Estate 158,623.0 $4.3M 0.01% +18K +12.9% $27.11 +3.8%
282 IRM IRON MTN INC DEL Real Estate 43,893.0 $4.3M 0.01% +5K +12.9% $97.60 +28.6%
283 WAT WATERS CORP Healthcare 14,569.0 $4.3M 0.01% +7K +86.0% $293.37 +14.5%
284 INGERSOLL RAND INC 54,779.0 $4.2M 0.01% +6K +12.0% $76.94
285 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 66,096.0 $4.2M 0.01% +8K +12.8% $63.69 +31.0%
286 IQVIA HLDGS INC 25,205.0 $4.2M 0.01% +3K +12.6% $166.16
287 PPL PPL CORP Utilities 109,785.0 $4.2M 0.01% +12K +12.8% $38.02 -6.8%
288 CNP CENTERPOINT ENERGY INC Utilities 96,892.0 $4.2M 0.01% +11K +12.8% $42.99 -2.6%
289 TPR TAPESTRY INC Consumer Cyclical 30,157.0 $4.1M 0.01% +3K +11.2% $136.92 -0.9%
290 EIX EDISON INTL Utilities 57,106.0 $4.1M 0.01% +6K +12.8% $71.84 -3.6%
291 BIIB BIOGEN INC Healthcare 21,778.0 $4.1M 0.01% +2K +12.9% $187.57 -0.2%
292 DOV DOVER CORP Industrials 20,129.0 $4.1M 0.01% +2K +11.6% $202.81 +2.1%
293 HDV ISHARES TR 33,256.0 $4.1M 0.01% +17K +100.0% $121.87 -77.5%
294 CTRA COTERRA ENERGY INC Energy 112,727.0 $4.0M 0.01% +12K +12.5% $35.91 -9.3%
295 CCL CARNIVAL CORP Consumer Cyclical 168,832.0 $4.0M 0.01% +28K +19.5% $23.96 +4.8%
296 FE FIRSTENERGY CORP Utilities 78,601.0 $4.0M 0.01% +9K +12.9% $50.42 -10.5%
297 EXPAND ENERGY CORPORATION 35,346.0 $3.9M 0.01% +4K +12.8% $111.45
298 EXPE EXPEDIA GROUP INC Consumer Cyclical 17,366.0 $3.9M 0.01% +2K +12.4% $226.51 -6.7%
299 JBL JABIL INC Technology 15,672.0 $3.9M 0.01% +2K +11.3% $247.48 +41.4%
300 DG DOLLAR GEN CORP Consumer Defensive 32,668.0 $3.8M 0.01% +4K +12.8% $117.84 -14.5%
Page 15 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%