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Institutional

Rakuten Investment Management, Inc.

CIK 0002062680
$49.19B
Reported AUM
464
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Rakuten Investment Management, Inc. · Q1 2026

AI · grounded in 13F

Rakuten Investment Management, Inc. closed its position in AAPL, reducing its exposure by $611.97M. The fund also exited positions in AMZN and BRK/B, totaling reductions of $344.24M and $111.21M respectively. To offset these sells, the manager added 459 new positions, including new stakes in VTI, VT, and SCHD.

Portfolio · Q1 2026

VTI$31.06BVT$4.26BSCHDVXUSVOOOther$5.86BRI

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1VTIVANGUARD INDEX FDS$360.52-1.49%21.10%68.36%$31.06B63.14%HELD
2VTVANGUARD INTL EQUITY INDEX F$152.22-1.38%22.31%60.11%$4.26B8.66%HELD
3SCHDSCHWAB STRATEGIC TR$33.83-0.18%33.19%56.41%$2.25B4.58%HELD
4VXUSVANGUARD STAR FDS$82.39-1.03%25.54%47.77%$2.20B4.48%HELD
5VOOVANGUARD INDEX FDS$670.55-1.53%18.74%73.44%$1.06B2.15%HELD
6NVDANVIDIA CORPORATION$190.16-3.48%13.56%782.99%$700.4M1.42%HELD
7MSFTMICROSOFT CORP$390.50-0.72%-24.89%34.54%$446.1M0.91%HELD
8VYMVANGUARD WHITEHALL FDS$161.67-1.32%25.58%75.14%$398.6M0.81%HELD
9GOOGLALPHABET INC$336.300.78%76.51%132.04%$270.4M0.55%HELD
10AVGOBROADCOM INC$370.73-2.67%31.81%734.42%$248.2M0.50%HELD
11GOOGALPHABET INC$335.921.00%75.60%130.67%$223.9M0.46%HELD
12METAMETA PLATFORMS INC$585.07-1.41%-20.62%57.79%$207.7M0.42%HELD
13TSLATESLA INC$298.44-2.93%1.59%25.36%$186.5M0.38%HELD
14SCHESCHWAB STRATEGIC TR$34.88-1.36%19.97%29.78%$149.2M0.30%HELD
15IVVISHARES TR$733.37-1.46%20.42%75.78%$139.1M0.28%HELD
16WMTWALMART INC$114.190.97%15.79%143.31%$116.0M0.24%HELD
17JPMJPMORGAN CHASE & CO$345.27-3.37%25.84%153.16%$113.9M0.23%HELD
18XOMEXXON MOBIL CORP$156.882.51%47.33%239.93%$106.7M0.22%HELD
19LLYELI LILLY & CO$1211.59-0.74%61.25%393.83%$104.8M0.21%HELD
20COSTCOSTCO WHOLESALE CORPORATION$973.730.74%2.82%125.57%$91.8M0.19%HELD
21JNJJOHNSON & JOHNSON$265.69-0.39%64.28%77.25%$86.7M0.18%HELD
22USRTISHARES TR$69.17-0.56%27.57%28.69%$86.5M0.18%HELD
23MUMICRON TECHNOLOGY INC$740.40-9.77%683.61%1041.72%$85.6M0.17%HELD
24VWOVANGUARD INTL EQUITY INDEX F$56.93-1.40%19.60%29.19%$82.9M0.17%HELD
25NFLXNETFLIX INC.$73.621.71%-37.52%27.18%$81.5M0.17%HELD
26VVISA INC$369.540.80%9.62%67.02%$74.8M0.15%HELD
27VCITVANGUARD SCOTTSDALE FDS$81.26-0.31%2.51%3.92%$66.6M0.14%HELD
28PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%-19.93%368.98%$65.3M0.13%HELD
29CSCOCISCO SYS INC$112.53-2.64%75.85%125.29%$63.2M0.13%HELD
30MAMASTERCARD INCORPORATED$563.560.14%1.14%67.42%$60.5M0.12%HELD
31CVXCHEVRON CORPORATION$191.902.30%$59.0M0.12%HELD
32LRCXLAM RESEARCH CORP$252.35-6.40%$57.6M0.12%HELD
33ABBVABBVIE INC$263.620.16%$55.9M0.11%HELD
34PGPROCTER & GAMBLE CO$146.12-1.85%$50.0M0.10%HELD
35HDHOME DEPOT INC$338.42-1.75%$47.8M0.10%HELD
36INTCINTEL CORP$81.88-5.12%$46.6M0.09%HELD
37CATCATERPILLAR INC$783.18-6.86%$46.2M0.09%HELD
38VEAVANGUARD TAX-MANAGED FDS$68.98-0.89%$45.9M0.09%HELD
39KOCOCA COLA CO$89.130.97%$44.6M0.09%HELD
40PEPPEPSICO INC$143.500.45%$44.5M0.09%HELD
41KLACKLA CORP$170.19-10.80%$43.7M0.09%HELD
42MRKMERCK & CO INC$130.39-1.08%$43.5M0.09%HELD
43GEGE AEROSPACE$350.79-3.52%$42.6M0.09%HELD
44IEMGISHARES INC$74.16-2.16%$42.5M0.09%HELD
45TXNTEXAS INSTRS INC$271.30-2.08%$41.0M0.08%HELD
46PMPHILIP MORRIS INTL INC$198.43-0.87%$38.1M0.08%HELD
47GSGOLDMAN SACHS GROUP INC$980.76-5.09%$35.9M0.07%HELD
48WMT2WELLS FARGO & CO$35.4M0.07%HELD
49UNHUNITEDHEALTH GROUP INC$420.71-1.88%$35.2M0.07%HELD
50ORCLORACLE CORP$117.81-1.79%$35.1M0.07%HELD
51GILDGILEAD SCIENCES INC$132.73-1.18%$35.1M0.07%HELD
52QCOMQUALCOMM INC$156.16-4.13%$34.1M0.07%HELD
53VCSHVANGUARD SCOTTSDALE FDS$78.61-0.01%$33.6M0.07%HELD
54ISRGINTUITIVE SURGICAL INC$353.10-2.40%$33.3M0.07%HELD
55IBMINTERNATIONAL BUSINESS MACHS$226.60-0.42%$32.9M0.07%HELD
56GEVGE VERNOVA INC$899.77-4.62%$32.9M0.07%HELD
57MCDMCDONALDS CORP$271.51-0.55%$32.6M0.07%HELD
58VZVERIZON COMMUNICATIONS INC$47.24-1.97%$31.5M0.06%HELD
59TAT&T INC$23.94-2.90%$30.0M0.06%HELD
60HONHONEYWELL INTL INC$241.12-2.40%$29.4M0.06%HELD
61TMUST-MOBILE US INC$181.52-0.48%$29.3M0.06%HELD
62NEENEXTERA ENERGY INC$88.50-0.87%$28.3M0.06%HELD
63MSMORGAN STANLEY$203.19-3.97%$28.2M0.06%HELD
64CCITIGROUP INC$127.11-4.05%$28.0M0.06%HELD
65TMOTHERMO FISHER SCIENTIFIC INC$576.450.01%$26.8M0.05%HELD
66PANWPALO ALTO NETWORKS INC$314.15-1.52%$26.0M0.05%HELD
67CRMSALESFORCE INC$188.463.83%$25.8M0.05%HELD
68TJXTJX COS INC NEW$161.650.53%$25.7M0.05%HELD
69DISDISNEY WALT CO$98.47-0.42%$24.9M0.05%HELD
70INTUINTUIT$333.136.43%$24.7M0.05%HELD
71COPCONOCOPHILLIPS$118.063.47%$24.2M0.05%HELD
72USHYISHARES TR$36.67-0.19%$23.9M0.05%HELD
73AGGISHARES TR$97.55-0.38%$23.8M0.05%HELD
74PFEPFIZER INC$25.16-0.36%$23.4M0.05%HELD
75VRTXVERTEX PHARMACEUTICALS INC$483.33-1.44%$23.4M0.05%HELD
76SCHWSCHWAB CHARLES CORP$104.49-1.40%$23.2M0.05%HELD
77CMCSACOMCAST CORP NEW$24.611.74%$21.6M0.04%HELD
78UNPUNION PAC CORP$292.37-0.71%$21.1M0.04%HELD
79UBERUBER TECHNOLOGIES INC$71.210.66%$21.1M0.04%HELD
80APPAPPLOVIN CORP$399.46-4.49%$21.0M0.04%HELD
81DEDEERE & CO$610.95-4.52%$20.9M0.04%HELD
82ADBEADOBE INC$263.435.72%$20.6M0.04%HELD
83SBUXSTARBUCKS CORP$104.141.01%$20.5M0.04%HELD
84CEGCONSTELLATION ENERGY CORP$258.06-0.68%$20.1M0.04%HELD
85WELLWELLTOWER INC$241.01-1.05%$20.1M0.04%HELD
86CRWDCROWDSTRIKE HLDGS INC$179.38-1.33%$19.9M0.04%HELD
87USMVISHARES TR$98.35-0.21%$19.5M0.04%HELD
88LOWLOWES COS INC$215.67-1.18%$19.4M0.04%HELD
89SPGIS&P GLOBAL INC$419.89-1.05%$19.0M0.04%HELD
90SLBSLB LIMITED$48.98-2.00%$18.9M0.04%HELD
91HYLBDBX ETF TR$36.18-0.19%$18.2M0.04%HELD
92LMTLOCKHEED MARTIN CORP$569.33-2.06%$18.2M0.04%HELD
93BMYBRISTOL-MYERS SQUIBB CO$63.10-0.79%$18.1M0.04%HELD
94XELXCEL ENERGY INC$78.75-1.97%$18.0M0.04%HELD
95PLDPROLOGIS INC.$145.51-1.09%$17.8M0.04%HELD
96WDCWESTERN DIGITAL CORP$462.04-0.32%$17.7M0.04%HELD
97PGRPROGRESSIVE CORP$220.000.22%$17.5M0.04%HELD
98DHRDANAHER CORP DEL$196.53-1.27%$17.3M0.04%HELD
99NEMNEWMONT CORP$91.34-0.20%$16.7M0.03%HELD
100MOALTRIA GROUP INC$74.960.19%$16.7M0.03%HELD
101SYKSTRYKER CORPORATION$16.7M0.03%HELD
102COFCAPITAL ONE FINL CORP$16.6M0.03%HELD
103NOWSERVICENOW INC$16.3M0.03%HELD
104PHPARKER-HANNIFIN CORP$16.1M0.03%HELD
105ORLYOREILLY AUTOMOTIVE INC$16.1M0.03%HELD
106REGNREGENERON PHARMACEUTICALS$15.9M0.03%HELD
107CMECME GROUP INC$15.9M0.03%HELD
108SOSOUTHERN CO$15.8M0.03%HELD
109MCKMCKESSON CORP$15.7M0.03%HELD
110MDLZMONDELEZ INTL INC$15.6M0.03%HELD
111MARMARRIOTT INTL INC NEW$15.6M0.03%HELD
112MRVLMARVELL TECHNOLOGY INC$15.5M0.03%HELD
113CDNSCADENCE DESIGN SYSTEM INC$15.4M0.03%HELD
114CSXCSX CORP$15.3M0.03%HELD
115SOXXISHARES TR$15.3M0.03%HELD
116SNPSSYNOPSYS INC$15.2M0.03%HELD
117DUKDUKE ENERGY CORP NEW$15.2M0.03%HELD
118GLWCORNING INC$15.1M0.03%HELD
119MPWRMONOLITHIC PWR SYS INC$15.0M0.03%HELD
120EFAISHARES TR$14.5M0.03%HELD
121EQIXEQUINIX INC$14.1M0.03%HELD
122ROSTROSS STORES INC$14.0M0.03%HELD
123BSXBOSTON SCIENTIFIC CORP$13.8M0.03%HELD
124WBDWARNER BROS DISCOVERY INC$13.8M0.03%HELD
125VCLTVANGUARD SCOTTSDALE FDS$13.5M0.03%HELD
126NOCNORTHROP GRUMMAN CORP$13.4M0.03%HELD
127ICEINTERCONTINENTAL EXCHANGE IN$13.2M0.03%HELD
128CVSCVS HEALTH CORP$13.2M0.03%HELD
129WMBWILLIAMS COS INC$13.1M0.03%HELD
130VRTVERTIV HOLDINGS CO$13.1M0.03%HELD
131HWMHOWMET AEROSPACE INC$13.1M0.03%HELD
132WMWASTE MGMT INC DEL$13.0M0.03%HELD
133CTASCINTAS CORP$12.7M0.03%HELD
134MRSHMARSH & MCLENNAN COS INC$12.6M0.03%HELD
135BKRBAKER HUGHES COMPANY$12.4M0.03%HELD
136GDGENERAL DYNAMICS CORP$12.4M0.03%HELD
137BXBLACKSTONE INC$12.4M0.03%HELD
138PCARPACCAR INC$12.3M0.02%HELD
139EOGEOG RES INC$12.1M0.02%HELD
140PNCPNC FINL SVCS GROUP INC$11.9M0.02%HELD
141YUMYUM BRANDS INC$11.9M0.02%HELD
142DASHDOORDASH INC$11.9M0.02%HELD
143AMTAMERICAN TOWER CORP$11.8M0.02%HELD
144USBUS BANCORP$11.8M0.02%HELD
145MNSTMONSTER BEVERAGE CORP NEW$11.7M0.02%HELD
146FCXFREEPORT MCMORAN INC$11.7M0.02%HELD
147SNDKSANDISK CORP$11.4M0.02%HELD
148VLOVALERO ENERGY CORP$11.3M0.02%HELD
149MMM3M CO$11.2M0.02%HELD
150FDXFEDEX CORP$11.1M0.02%HELD
151PSXPHILLIPS 66$11.1M0.02%HELD
152HCAHCA HEALTHCARE INC$10.9M0.02%HELD
153SHWSHERWIN WILLIAMS CO$10.9M0.02%HELD
154MPCMARATHON PETE CORP$10.8M0.02%HELD
155FASTFASTENAL CO$10.7M0.02%HELD
156TERTERADYNE INC$10.7M0.02%HELD
157MSIMOTOROLA SOLUTIONS INC$10.5M0.02%HELD
158CMICUMMINS INC$10.5M0.02%HELD
159IAUISHARES GOLD TR$10.5M0.02%HELD
160UPSUNITED PARCEL SVCS INC$10.4M0.02%HELD
161EXCEXELON CORP$10.4M0.02%HELD
162VNQVANGUARD INDEX FDS$10.3M0.02%HELD
163EMREMERSON ELEC CO$10.3M0.02%HELD
164ITWILLINOIS TOOL WKS INC$10.1M0.02%HELD
165CITHE CIGNA GROUP$10.1M0.02%HELD
166HLTHILTON WORLDWIDE HLDGS INC$10.1M0.02%HELD
167CLCOLGATE PALMOLIVE CO$10.1M0.02%HELD
168MCOMOODYS CORP$10.0M0.02%HELD
169MCHPMICROCHIP TECHNOLOGY INC.$9.9M0.02%HELD
170ECLECOLAB INC$9.9M0.02%HELD
171EAELECTRONIC ARTS INC$9.9M0.02%HELD
172GMGENERAL MTRS CO$9.9M0.02%HELD
173KMIKINDER MORGAN INC DEL$9.9M0.02%HELD
174COHRCOHERENT CORP$9.8M0.02%HELD
175LHXL3HARRIS TECHNOLOGIES INC$9.4M0.02%HELD
176NSCNORFOLK SOUTHN CORP$9.4M0.02%HELD
177SRESEMPRA$9.4M0.02%HELD
178IDXXIDEXX LABS INC$9.2M0.02%HELD
179NKENIKE INC$9.1M0.02%HELD
180FANGDIAMONDBACK ENERGY INC$9.0M0.02%HELD
181KKRKKR & CO INC$8.9M0.02%HELD
182SPGSIMON PPTY GROUP INC NEW$8.8M0.02%HELD
183OKEONEOK INC NEW$8.7M0.02%HELD
184XYLXYLEM INC$8.6M0.02%HELD
185DLRDIGITAL RLTY TR INC$8.6M0.02%HELD
186PYPLPAYPAL HLDGS INC$8.5M0.02%HELD
187TFCTRUIST FINL CORP$8.4M0.02%HELD
188OREALTY INCOME CORP$8.3M0.02%HELD
189CTVACORTEVA INC$8.3M0.02%HELD
190AJGGALLAGHER ARTHUR J & CO$8.2M0.02%HELD
191SHOPSHOPIFY INC$8.1M0.02%HELD
192TRGPTARGA RES CORP$7.9M0.02%HELD
193DDOMINION ENERGY INC$7.8M0.02%HELD
194DDOGDATADOG INC$7.8M0.02%HELD
195QQQINVESCO QQQ TR$7.8M0.02%HELD
196CIENCIENA CORP$7.6M0.02%HELD
197ODFLOLD DOMINION FREIGHT LINE IN$7.6M0.02%HELD
198HOODROBINHOOD MKTS INC$7.5M0.02%HELD
199DELLDELL TECHNOLOGIES INC$7.4M0.02%HELD
200ETRENTERGY CORP NEW$7.4M0.02%HELD
201APOAPOLLO GLOBAL MGMT INC$7.4M0.02%HELD
202KDPKEURIG DR PEPPER INC$7.4M0.01%HELD
203ZTSZOETIS INC$7.3M0.01%HELD
204CAHCARDINAL HEALTH INC$7.2M0.01%HELD
205TTWOTAKE-TWO INTERACTIVE SOFTWAR$7.2M0.01%HELD
206INSMINSMED INC$7.2M0.01%HELD
207OXYOCCIDENTAL PETE CORP$7.1M0.01%HELD
208VSTVISTRA CORP$7.1M0.01%HELD
209PDDPDD HOLDINGS INC$7.0M0.01%HELD
210LITELUMENTUM HLDGS INC$6.9M0.01%HELD
211KEYSKEYSIGHT TECHNOLOGIES INC$6.9M0.01%HELD
212RSGREPUBLIC SVCS INC$6.8M0.01%HELD
213AXONAXON ENTERPRISE INC$6.8M0.01%HELD
214GEHCGE HEALTHCARE TECHNOLOGIES I$6.6M0.01%HELD
215FFORD MTR CO$6.5M0.01%HELD
216KRKROGER CO$6.4M0.01%HELD
217PAYXPAYCHEX INC$6.4M0.01%HELD
218CARRCARRIER GLOBAL CORPORATION$6.3M0.01%HELD
219CPRTCOPART INC$6.2M0.01%HELD
220PSAPUBLIC STORAGE OPER CO$6.2M0.01%HELD
221CMGCHIPOTLE MEXICAN GRILL INC$6.1M0.01%HELD
222EDCONSOLIDATED EDISON INC$6.1M0.01%HELD
223CTSHCOGNIZANT TECHNOLOGY SOLUTIO$6.1M0.01%HELD
224EEMISHARES TR$6.1M0.01%HELD
225PEGPUBLIC SVC ENTERPRISE GROUP$6.0M0.01%HELD
226WABWABTEC$6.0M0.01%HELD
227CVNACARVANA CO$6.0M0.01%HELD
228AMPAMERIPRISE FINL INC$6.0M0.01%HELD
229EQTEQT CORP$6.0M0.01%HELD
230FITBFIFTH THIRD BANCORP$6.0M0.01%HELD
231EBAYEBAY INC.$5.9M0.01%HELD
232MSCIMSCI INC$5.8M0.01%HELD
233ROKROCKWELL AUTOMATION INC$5.8M0.01%HELD
234CBRECBRE GROUP INC$5.8M0.01%HELD
235VTRVENTAS INC$5.7M0.01%HELD
236WDAYWORKDAY INC$5.7M0.01%HELD
237PCGPG&E CORP$5.7M0.01%HELD
238TSMTAIWAN SEMICONDUCTOR MANUFAC$5.7M0.01%HELD
239QQNITY ELECTRONICS INC$5.7M0.01%HELD
240METMETLIFE INC$5.6M0.01%HELD
241NDAQNASDAQ INC$5.6M0.01%HELD
242NUENUCOR CORP$5.6M0.01%HELD
243WECWEC ENERGY GROUP INC$5.6M0.01%HELD
244HIGHARTFORD INSURANCE GROUP INC$5.6M0.01%HELD
245EFAVISHARES TR$5.5M0.01%HELD
246ONON SEMICONDUCTOR CORP$5.4M0.01%HELD
247GSGISHARES S&P GSCI COMMODITY-$5.4M0.01%HELD
248VRSKVERISK ANALYTICS INC$5.4M0.01%HELD
249IYRISHARES TR$5.3M0.01%HELD
250COINCOINBASE GLOBAL INC$5.3M0.01%HELD
251DHID R HORTON INC$5.3M0.01%HELD
252VMCVULCAN MATLS CO$5.2M0.01%HELD
253CCICROWN CASTLE INC$5.1M0.01%HELD
254STTSTATE STR CORP$5.1M0.01%HELD
255ZBHZIMMER BIOMET HOLDINGS INC$5.1M0.01%HELD
256ZSZSCALER INC$5.0M0.01%HELD
257KVUEKENVUE INC$5.0M0.01%HELD
258DXCMDEXCOM INC$5.0M0.01%HELD
259SYYSYSCO CORP$4.9M0.01%HELD
260PRUPRUDENTIAL FINL INC$4.9M0.01%HELD
261HALHALLIBURTON CO$4.9M0.01%HELD
262RMDRESMED INC$4.8M0.01%HELD
263KMBKIMBERLY-CLARK CORP$4.7M0.01%HELD
264AAGILENT TECHNOLOGIES INC$4.7M0.01%HELD
265HSYHERSHEY CO$4.7M0.01%HELD
266DVNDEVON ENERGY CORP NEW$4.7M0.01%HELD
267XYZBLOCK INC$4.6M0.01%HELD
268ALNYALNYLAM PHARMACEUTICALS INC$4.6M0.01%HELD
269DALDELTA AIR LINES INC$4.6M0.01%HELD
270MTBM & T BK CORP$4.6M0.01%HELD
271HBANHUNTINGTON BANCSHARES INC$4.5M0.01%HELD
272DTEDTE ENERGY CO$4.5M0.01%HELD
273HPEHEWLETT PACKARD ENTERPRISE C$4.5M0.01%HELD
274OTISOTIS WORLDWIDE CORP$4.5M0.01%HELD
275CHTRCHARTER COMMUNICATIONS INC$4.5M0.01%HELD
276DOWDOW HLDGS INC$4.4M0.01%HELD
277KHCKRAFT HEINZ CO$4.4M0.01%HELD
278CBOECBOE GLOBAL MKTS INC$4.4M0.01%HELD
279NRGNRG ENERGY INC$4.4M0.01%HELD
280FISVFISERV INC$4.4M0.01%HELD
281VICIVICI PPTYS INC$4.3M0.01%HELD
282IRMIRON MTN INC DEL$4.3M0.01%HELD
283WATWATERS CORP$4.3M0.01%HELD
284IRINGERSOLL RAND INC$4.2M0.01%HELD
285IBKRINTERACTIVE BROKERS GROUP IN$4.2M0.01%HELD
286IQVIQVIA HLDGS INC$4.2M0.01%HELD
287PPLPPL CORP$4.2M0.01%HELD
288CNPCENTERPOINT ENERGY INC$4.2M0.01%HELD
289TPRTAPESTRY INC$4.1M0.01%HELD
290EIXEDISON INTL$4.1M0.01%HELD
291BIIBBIOGEN INC$4.1M0.01%HELD
292DOVDOVER CORP$4.1M0.01%HELD
293HDVISHARES TR$4.1M0.01%HELD
294CTRACOTERRA ENERGY INC$4.0M0.01%HELD
295CCL1EURCARNIVAL CORP$4.0M0.01%HELD
296FEFIRSTENERGY CORP$4.0M0.01%HELD
297EXEEXPAND ENERGY CORPORATION$3.9M0.01%HELD
298EXPEEXPEDIA GROUP INC$3.9M0.01%HELD
299JBLJABIL INC$3.9M0.01%HELD
300DGDOLLAR GEN CORP$3.8M0.01%HELD
301MSTRSTRATEGY INC$3.8M0.01%HELD
302ESEVERSOURCE ENERGY$3.8M0.01%HELD
303RJFRAYMOND JAMES FINL INC$3.8M0.01%HELD
304FISFIDELITY NATL INFORMATION SV$3.6M0.01%HELD
305CFGCITIZENS FINL GROUP INC$3.6M0.01%HELD
306CINFCINCINNATI FINL CORP$3.6M0.01%HELD
307CSGPCOSTAR GROUP INC$3.6M0.01%HELD
308TSCOTRACTOR SUPPLY CO$3.6M0.01%HELD
309LYVLIVE NATION ENTERTAINMENT IN$3.5M0.01%HELD
310OMCOMNICOM GROUP INC$3.5M0.01%HELD
311STLDSTEEL DYNAMICS INC$3.5M0.01%HELD
312CMSCMS ENERGY CORP$3.5M0.01%HELD
313PPGPPG INDS INC$3.5M0.01%HELD
314SYFSYNCHRONY FINANCIAL$3.4M0.01%HELD
315ARESARES MANAGEMENT CORPORATION$3.3M0.01%HELD
316DRIDARDEN RESTAURANTS INC$3.3M0.01%HELD
317CHDCHURCH & DWIGHT CO INC$3.3M0.01%HELD
318NINISOURCE INC$3.3M0.01%HELD
319RFREGIONS FINANCIAL CORP NEW$3.3M0.01%HELD
320STZCONSTELLATION BRANDS INC$3.3M0.01%HELD
321PHMPULTE GROUP INC$3.3M0.01%HELD
322DGXQUEST DIAGNOSTICS INC$3.2M0.01%HELD
323EFXEQUIFAX INC$3.2M0.01%HELD
324CFCF INDUSTRIES HOLD$3.2M0.01%HELD
325VLTOVERALTO CORP$3.2M0.01%HELD
326LNGCHENIERE ENERGY INC$3.2M0.01%HELD
327WSMWILLIAMS SONOMA INC$3.1M0.01%HELD
328NETCLOUDFLARE INC$3.1M0.01%HELD
329UALUNITED AIRLS HLDGS INC$3.1M0.01%HELD
330EQREQUITY RESIDENTIAL$3.0M0.01%HELD
331NTAPNETAPP INC$3.0M0.01%HELD
332HUMHUMANA INC$3.0M0.01%HELD
333GISGENERAL MILLS INC$2.9M0.01%HELD
334DLTRDOLLAR TREE INC$2.9M0.01%HELD
335FSLRFIRST SOLAR INC$2.9M0.01%HELD
336TROWPRICE T ROWE GROUP INC$2.9M0.01%HELD
337BRBROADRIDGE FINL SOLUTIONS IN$2.9M0.01%HELD
338LDOSLEIDOS HOLDINGS INC$2.9M0.01%HELD
339CHRWC H ROBINSON WORLDWIDE IN$2.8M0.01%HELD
340BROBROWN & BROWN INC$2.8M0.01%HELD
341EXPDEXPEDITORS INTL WASH INC$2.8M0.01%HELD
342EVRGEVERGY INC$2.8M0.01%HELD
343PKGPACKAGING CORP AMER$2.8M0.01%HELD
344DDDUPONT DE NEMOURS INC$2.7M0.01%HELD
345IFFINTERNATIONAL FLAVORS&FRAGRA$2.7M0.01%HELD
346IPINTERNATIONAL PAPER CO$2.7M0.01%HELD
347LLOEWS CORP$2.7M0.01%HELD
348PFGPRINCIPAL FINANCIAL GROUP IN$2.7M0.01%HELD
349SBACSBA COMMUNICATIONS CORP$2.7M0.01%HELD
350KEYKEYCORP$2.7M0.01%HELD
351LENLENNAR CORP$2.7M0.01%HELD
352TSNTYSON FOODS INC$2.7M0.01%HELD
353WSTWEST PHARMACEUTICAL SVSC INC$2.6M0.01%HELD
354WYWEYERHAEUSER CO$2.6M0.01%HELD
355HPQHP INC$2.6M0.01%HELD
356FTVFORTIVE CORP$2.6M0.01%HELD
357ELLAUDER ESTEE COS INC$2.5M0.01%HELD
358HO1HOLOGIC INC$2.5M0.01%HELD
359ENTGENTEGRIS INC$2.5M0.01%HELD
360SNOWSNOWFLAKE INC$2.5M0.01%HELD
361PTCPTC INC$2.5M0.01%HELD
362TRI4EURTHOMSON REUTERS CORP$2.4M0.00%HELD
363ALABASTERA LABS INC$2.3M0.00%HELD
364GPNGLOBAL PMTS INC$2.3M0.00%HELD
365LVSLAS VEGAS SANDS CORP$2.3M0.00%HELD
366LULULULULEMON ATHLETICA INC$2.3M0.00%HELD
367ROLROLLINS INC$2.3M0.00%HELD
368CDWCDW CORP$2.3M0.00%HELD
369JBHTHUNT J B TRANS SVCS INC$2.3M0.00%HELD
370SATSECHOSTAR CORP$2.3M0.00%HELD
371CNCCENTENE CORP DEL$2.2M0.00%HELD
372INCYINCYTE CORP$2.2M0.00%HELD
373KIMKIMCO REALTY CORP$2.2M0.00%HELD
374TXTTEXTRON INC$2.2M0.00%HELD
375TRMBTRIMBLE INC$2.2M0.00%HELD
376JJACOBS SOLUTIONS INC$2.2M0.00%HELD
377PODDINSULET CORP$2.2M0.00%HELD
378GPCGENUINE PARTS CO$2.2M0.00%HELD
379MAAMID-AMER APT CMNTYS INC$2.1M0.00%HELD
380INVHINVITATION HOMES INC$2.1M0.00%HELD
381IEXIDEX CORP$2.1M0.00%HELD
382WCNWASTE CONNECTIONS INC$2.1M0.00%HELD
383MKCMCCORMICK & CO INC$2.0M0.00%HELD
384DECKDECKERS OUTDOOR CORP$2.0M0.00%HELD
385COOCOOPER COS INC$2.0M0.00%HELD
386ZNGAZOOM COMMUNICATIONS INC$1.9M0.00%HELD
387CLXCLOROX CO DEL$1.9M0.00%HELD
388REGREGENCY CTRS CORP$1.9M0.00%HELD
389MASMASCO CORP$1.8M0.00%HELD
390FOXAFOX CORP$1.8M0.00%HELD
391LUVSOUTHWEST AIRLS CO$1.8M0.00%HELD
392DOCHEALTHPEAK PROPERTIES INC$1.7M0.00%HELD
393JKHYHENRY JACK & ASSOC INC$1.7M0.00%HELD
394ITGARTNER INC$1.7M0.00%HELD
395MRNAMODERNA INC$1.7M0.00%HELD
396TEVATEVA PHARMACEUTICAL INDS LTD$1.6M0.00%HELD
397GDDYGODADDY INC$1.6M0.00%HELD
398SMCISUPER MICRO COMPUTER INC$1.6M0.00%HELD
399SESEA LTD$1.6M0.00%HELD
400AKAMAKAMAI TECHNOLOGIES INC$1.6M0.00%HELD
401SWKSSKYWORKS SOLUTIONS INC$1.6M0.00%HELD
402APAAPA CORPORATION$1.5M0.00%HELD
403RBLXROBLOX CORP$1.5M0.00%HELD
404UDRUDR INC$1.5M0.00%HELD
405VGLTVANGUARD SCOTTSDALE FDS$1.5M0.00%HELD
406GENGEN DIGITAL INC$1.5M0.00%HELD
407VTRSVIATRIS INC$1.5M0.00%HELD
408IJHISHARES TR$1.5M0.00%HELD
409TTDTHE TRADE DESK INC$1.4M0.00%HELD
410SOLVSOLVENTUM CORP$1.4M0.00%HELD
411RKLBROCKET LAB CORP$1.4M0.00%HELD
412RKTROCKET COS INC$1.4M0.00%HELD
413NWSANEWS CORP NEW$1.4M0.00%HELD
414EBNDSPDR SERIES TRUST$1.3M0.00%HELD
415BLDRBUILDERS FIRSTSOURCE INC$1.3M0.00%HELD
416HSTHOST HOTELS & RESORTS INC$1.2M0.00%HELD
417PNWPINNACLE WEST CAP CORP$1.2M0.00%HELD
418HASHASBRO INC$1.2M0.00%HELD
419FOXFOX CORP$1.2M0.00%HELD
420SWKSTANLEY BLACK & DECKER INC$1.0M0.00%HELD
421HRLHORMEL FOODS CORP$1.0M0.00%HELD
422SJMSMUCKER J M CO$1.0M0.00%HELD
423CPTCAMDEN PPTY TR$996K0.00%HELD
424AESAES CORP$983K0.00%HELD
425IONQIONQ INC$958K0.00%HELD
426SOFISOFI TECHNOLOGIES INC$956K0.00%HELD
427RVTYREVVITY INC$947K0.00%HELD
428SCHHSCHWAB STRATEGIC TR$918K0.00%HELD
429PEVERPURE INC$892K0.00%HELD
430FWONKLIBERTY MEDIA CORP DEL$878K0.00%HELD
431CDECOEUR MNG INC$868K0.00%HELD
432RMBSRAMBUS INC DEL$847K0.00%HELD
433CRWVCOREWEAVE INC$830K0.00%HELD
434ASTSAST SPACEMOBILE INC$829K0.00%HELD
435TECHBIO-TECHNE CORP$802K0.00%HELD
436MOSMOSAIC CO$782K0.00%HELD
437BXPBXP INC$753K0.00%HELD
438WPCWP CAREY INC$743K0.00%HELD
439CAGCONAGRA BRANDS INC$741K0.00%HELD
440SSNCSS&C TECH HLDGS$731K0.00%HELD
441TAPMOLSON COORS BEVERAGE CO$716K0.00%HELD
442AOSSMITH A O CORP$705K0.00%HELD
443TRUTRANSUNION$695K0.00%HELD
444BENFRANKLIN RESOURCES INC$693K0.00%HELD
445MGMMGM RESORTS INTERNATIONAL$673K0.00%HELD
446SCHPSCHWAB STRATEGIC TR$673K0.00%HELD
447GLPIGAMING & LEISURE P$621K0.00%HELD
448TOSTTOAST INC$603K0.00%HELD
449AFRMAFFIRM HLDGS INC$591K0.00%HELD
450FNFFIDELITY NATL FINL INC$588K0.00%HELD
451RIVNRIVIAN AUTOMOTIVE INC$580K0.00%HELD
452CGCARLYLE GROUP INC$545K0.00%HELD
453PINSPINTEREST INC$536K0.00%HELD
454IOTSAMSARA INC$530K0.00%HELD
455BF/BBROWN FORMAN CORP$508K0.00%HELD
456DKNGDRAFTKINGS INC NEW$468K0.00%HELD
457CPBTHE CAMPBELLS COMPANY$430K0.00%HELD
458NWSNEWS CORP NEW$341K0.00%HELD
459CRBGCOREBRIDGE FINL INC$315K0.00%HELD
460TMETENCENT MUSIC ENTMT GROUP$240K0.00%HELD
461BZKANZHUN LIMITED$226K0.00%HELD
462VIPSVIPSHOP HLDGS LTD$224K0.00%HELD
463SNAPSNAP INC$216K0.00%HELD
464TALTAL ED GROUP$206K0.00%HELD

Source: SEC EDGAR · accession 0000898432-26-000355. 13F discloses long positions only — shorts, foreign equities, and options are excluded.