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CIK: 0002062680
Total reported value
$34.6B
$34.6B
637 檔
59.2%
As reported in its official Q3 2025 Form 13F filing, Rakuten Investment Management, Inc.'s tracked investment portfolio stood at $34.6B with 637 total positions.
In Q3 2025, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 116 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 637 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 55.55% | -10.46% | +4.43% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 7.62% | -1.80% | -1.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.03% | -0.23% | +25.91% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.94% | -0.06% | +12.46% | |
| 5 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.20% | +0.02% | +45996.19% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.89% | -0.27% | +9.89% | |
| 7 | APP | Applovin Corp-class A | Stock-Tech | 1.84% | +0.05% | +11773.69% | |
| 8 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.84% | +0.03% | +895.86% | |
| 9 | BF-B | Brown-forman Corp-class B | Stock-Other | 0.84% | — | +3909.05% | |
| 10 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.79% | — | +5677.22% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | -0.03% | +12.72% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.47% | +52.33% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | — | +1835.75% | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 0.58% | +0.03% | +324.43% | |
| 15 | KKR | Kkr & Co Inc | Stock-Financials | 0.37% | +0.01% | +440.70% | |
| 16 | BIIB | Biogen Inc | Stock-Healthcare | 0.35% | +0.01% | +961.43% | |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.27% | +0.01% | +11.51% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | -0.08% | -40.26% | |
| 19 | EOG | Eog Resources Inc | Stock-Energy | 0.24% | +0.01% | +83.55% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 0.24% | +0.01% | +80.37% | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 0.24% | +0.05% | +160.59% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.21% | — | — | |
| 23 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.21% | — | +10163.11% | |
| 24 | MTD | Mettler-toledo International | Stock-Healthcare | 0.20% | — | +5042.57% | |
| 25 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.20% | +0.01% | +56.91% | |
| 26 | WDAY | Workday Inc-class A | Stock-Tech | 0.19% | +0.01% | +1792.40% | |
| 27 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.18% | +0.01% | +358.68% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.18% | — | +29.19% | |
| 29 | HUBB | Hubbell Inc | Stock-Industrials | 0.17% | — | +2294.21% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.17% | +0.10% | +29.19% | |
| 31 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.16% | — | +7560.50% | |
| 32 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.15% | -0.02% | +28.26% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.15% | — | +3003.89% | |
| 34 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.15% | — | +10766.92% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | -0.01% | +7.77% | |
| 36 | VMC | Vulcan Materials Co | Stock-Materials | 0.13% | +0.01% | +786.06% | |
| 37 | GIS | General Mills Inc | Stock-Consumer Staples | 0.13% | — | +148.88% | |
| 38 | MTSI | Macom Technology Solutions H | Stock-Tech | 0.13% | — | +1118.54% | |
| 39 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.13% | — | +917.58% | |
| 40 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.13% | +0.04% | +2391.15% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.12% | -0.06% | +26.08% | |
| 42 | LKQ | Lkq CORP | Stock-Consumer Disc | 0.11% | — | +929.60% | |
| 43 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.11% | — | +1927.25% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | +0.11% | -79.34% | |
| 45 | PFG | Principal Financial Group | Stock-Financials | 0.11% | — | +1032.08% | |
| 46 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.11% | +0.01% | +600.58% | |
| 47 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.11% | +0.01% | +8562.13% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.11% | +0.01% | +38.38% | |
| 49 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.11% | +0.03% | +1804.06% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.11% | +0.02% | +116.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | +2.1% | +45996.19% | Add |
| 2 | APP | Applovin Corp-class A | +1.8% | +11773.69% | Add |
| 3 | MNST | Monster Beverage CORP | +1.8% | +895.86% | Add |
| 4 | BF-B | Brown-forman Corp-class B | +0.8% | +3909.05% | Add |
| 5 | MOH | Molina Healthcare Inc | +0.8% | +5677.22% | Add |
| 6 | TRV | Travelers Cos Inc/the | +0.6% | +1835.75% | Add |
| 7 | MO | Altria Group Inc | +0.5% | +324.43% | Add |
| 8 | BIIB | Biogen Inc | +0.3% | +961.43% | Add |
| 9 | KKR | Kkr & Co Inc | +0.3% | +440.70% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +52.33% | Add |
| 11 | NTRS | Northern Trust CORP | +0.3% | +285.48% | Add |
| 12 | EOG | Eog Resources Inc | +0.2% | +83.55% | Add |
| 13 | WMB | Williams Cos Inc | +0.2% | +80.37% | Add |
| 14 | FRT | Federal Realty Invs Trust | +0.2% | +10163.11% | Add |
| 15 | MTD | Mettler-toledo International | +0.2% | +5042.57% | Add |
| 16 | KIM | Kimco Realty CORP | +0.2% | +358.68% | Add |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | +56.91% | Add |
| 18 | WDAY | Workday Inc-class A | +0.2% | +1792.40% | Add |
| 19 | HUBB | Hubbell Inc | +0.2% | +2294.21% | Add |
| 20 | NET | Cloudflare Inc - Class A | +0.2% | +7560.50% | Add |
| 21 | RL | Ralph Lauren CORP | +0.2% | +10766.92% | Add |
| 22 | PM | Philip Morris International | +0.1% | +160.59% | Add |
| 23 | MTSI | Macom Technology Solutions H | +0.1% | +1118.54% | Add |
| 24 | BDX | Becton Dickinson And Co | +0.1% | +3003.89% | Add |
| 25 | VMC | Vulcan Materials Co | +0.1% | +786.06% | Add |
| 26 | GIS | General Mills Inc | +0.1% | +148.88% | Add |
| 27 | CHD | Church & Dwight Co Inc | +0.1% | +917.58% | Add |
| 28 | RIVN | Rivian Automotive Inc-a | +0.1% | +851.91% | Add |
| 29 | LKQ | Lkq CORP | +0.1% | +929.60% | Add |
| 30 | COIN | Coinbase Global Inc -class A | +0.1% | +8562.13% | Add |
| 31 | MPWR | Monolithic Power Systems Inc | +0.1% | +2391.15% | Add |
| 32 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +1927.25% | Add |
| 33 | PFG | Principal Financial Group | +0.1% | +1032.08% | Add |
| 34 | HTHT | H World Group Ltd-adr | +0.1% | +621.74% | Add |
| 35 | IQV | Iqvia Holdings Inc | +0.1% | +600.58% | Add |
| 36 | VXUS | Vanguard Total Intl Stock | +0.1% | +12.46% | Add |
| 37 | SJM | Jm Smucker Co/the | +0.1% | +1062.40% | Add |
| 38 | TFC | Truist Financial CORP | +0.1% | +38.38% | Add |
| 39 | LEN | Lennar Corp-a | +0.1% | +20.37% | Add |
| 40 | WPC | Wp Carey Inc | +0.1% | +3417.88% | Add |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +367.60% | Add |
| 42 | SWKS | Skyworks Solutions Inc | +0.1% | +459.03% | Add |
| 43 | MHK | Mohawk Industries Inc | +0.1% | +8754.50% | Add |
| 44 | SCCO | Southern Copper CORP | +0.1% | +1066.51% | Add |
| 45 | NWSA | News CORP - Class A | +0.1% | +312.55% | Add |
| 46 | AFG | American Financial Group Inc | +0.1% | +3189.02% | Add |
| 47 | HUBS | Hubspot Inc | +0.1% | +7570.29% | Add |
| 48 | AMD | Advanced Micro Devices | +0.1% | +29.19% | Add |
| 49 | COR | Cencora Inc | +0.1% | +250.63% | Add |
| 50 | PLD | Prologis Inc | +0.1% | +116.93% | Add |
According to official SEC Form 13F filings, Rakuten Investment Management, Inc. reported a total U.S. public equity portfolio value of $34.6B across 637 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VT, SCHD) accounted for 59.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
JEPQ
市值: $58.2M
Top Position Liquidated / Trimmed
LIN
前期市值: $27.9M
During Q3 2025, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (55.5%)、VT (7.6%)、SCHD (4.0%). The largest single position, VTI, represented 55.5% of total portfolio value.
In Q3 2025, Rakuten Investment Management, Inc. made 200 total portfolio adjustments, initiating 3 new buys, adding to 116 positions, trimming 77 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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