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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 22 of 24  ·  464 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HRL HORMEL FOODS CORP Consumer Defensive 43,819.0 $1.0M 0.00% +5K +12.9% $23.02 -11.5%
422 SJM SMUCKER J M CO Consumer Defensive 10,508.0 $1.0M 0.00% -4K -25.1% $95.17 +8.9%
423 CPT CAMDEN PPTY TR Real Estate 10,184.0 $996K 0.00% +695.0 +7.3% $97.84 +6.9%
424 AES AES CORP Utilities 70,134.0 $983K 0.00% +7K +10.4% $14.02 +3.9%
425 IONQ IONQ INC Technology 27,253.0 $958K 0.00% +15K +117.8% $35.16 +40.3%
426 SOFI SOFI TECHNOLOGIES INC Financial Services 63,087.0 $956K 0.00% +12K +24.4% $15.15 +3.7%
427 RVTY REVVITY INC Healthcare 11,166.0 $947K 0.00% +1K +10.4% $84.78 +12.6%
428 SCHH SCHWAB STRATEGIC TR 42,840.0 $918K 0.00% +21K +100.0% $21.43 +8.9%
429 PSTG EVERPURE INC Technology 15,659.0 $892K 0.00% +2K +18.4% $56.99 +47.0%
430 LIBERTY MEDIA CORP DEL 10,606.0 $878K 0.00% +2K +17.8% $82.77
431 CDE COEUR MNG INC Basic Materials 52,622.0 $868K 0.00% NEW $16.50 +1.6%
432 RMBS RAMBUS INC DEL Technology 10,627.0 $847K 0.00% +698.0 +7.0% $79.73 +55.2%
433 CRWV COREWEAVE INC Technology 11,998.0 $830K 0.00% +4K +58.4% $69.15 +50.1%
434 ASTS AST SPACEMOBILE INC Technology 11,231.0 $829K 0.00% NEW $73.82 +19.3%
435 TECH BIO-TECHNE CORP Healthcare 15,408.0 $802K 0.00% +2K +10.9% $52.04 -14.6%
436 MOS MOSAIC CO Basic Materials 31,260.0 $782K 0.00% +3K +10.4% $25.00 -14.4%
437 BXP BXP INC Real Estate 14,522.0 $753K 0.00% -5K -25.6% $51.82 +13.2%
438 WPC WP CAREY INC Real Estate 10,941.0 $743K 0.00% +2K +17.9% $67.91 +8.8%
439 CAG CONAGRA BRANDS INC Consumer Defensive 47,113.0 $741K 0.00% +4K +10.4% $15.73 -11.4%
440 SSNC SS&C TECH HLDGS Technology 10,965.0 $731K 0.00% +2K +17.8% $66.65 +0.9%
Page 22 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%