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Portfolio (Quarterly) Guide ↗

Rakuten Investment Management, Inc.

· CIK 0002062680
13F Portfolio $29.7B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 607 New
Page 5 of 31  ·  607 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHW SCHWAB CHARLES CORP Financial Services 222,319.0 $22.5M 0.08% NEW $101.31 -8.4%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 554,665.0 $22.5M 0.08% NEW $40.48 +17.4%
83 BA BOEING CO Industrials 103,099.0 $22.4M 0.07% NEW $217.25 +0.9%
84 CRWD CROWDSTRIKE HLDGS INC Technology 46,559.0 $22.2M 0.07% NEW $475.91 +30.1%
85 APH AMPHENOL CORP NEW Technology 160,891.0 $22.0M 0.07% NEW $136.90 -12.6%
86 UBER UBER TECHNOLOGIES INC Technology 269,242.0 $21.9M 0.07% NEW $81.50 -9.1%
87 NEE NEXTERA ENERGY INC Utilities 272,979.0 $21.9M 0.07% NEW $80.27 +12.2%
88 VRTX VERTEX PHARMACEUTICALS INC Healthcare 47,185.0 $21.7M 0.07% NEW $459.78 -3.9%
89 SPGI S&P GLOBAL INC Financial Services 40,884.0 $21.7M 0.07% NEW $530.10 -22.0%
90 IEMG ISHARES INC 323,684.0 $21.3M 0.07% NEW $65.70 +20.3%
91 NOW SERVICENOW INC Technology 136,748.0 $21.1M 0.07% NEW $154.58 -34.4%
92 CEG CONSTELLATION ENERGY CORP Utilities 57,943.0 $20.8M 0.07% NEW $358.33 -27.8%
93 COF CAPITAL ONE FINL CORP Financial Services 83,791.0 $20.6M 0.07% NEW $245.75 -25.5%
94 CMCSA COMCAST CORP NEW Communication Services 676,332.0 $20.2M 0.07% NEW $29.87 -17.0%
95 ADP AUTOMATIC DATA PROCESSING IN Industrials 75,063.0 $19.5M 0.07% NEW $259.61 -14.3%
96 DHR DANAHER CORPORATION Healthcare 83,636.0 $19.3M 0.07% NEW $230.63 -27.5%
97 PFE PFIZER INC Healthcare 747,946.0 $18.7M 0.06% NEW $25.00 +2.6%
98 BSX BOSTON SCIENTIFIC CORP Healthcare 194,985.0 $18.7M 0.06% NEW $95.76 -41.2%
99 ANET ARISTA NETWORKS INC Technology 137,353.0 $18.4M 0.06% NEW $134.15 +4.8%
100 UNP UNION PAC CORP Industrials 78,029.0 $18.3M 0.06% NEW $234.53 +17.2%
Page 5 of 31  ·  607 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 38.7%
Communication Services 11.7%
Consumer Cyclical 10.9%
Financial Services 10.2%
Healthcare 9.0%
Industrials 6.9%
Consumer Defensive 4.8%
Energy 2.6%
Utilities 2.4%
Real Estate 1.7%