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Portfolio (Quarterly) Guide ↗

Boston Partners

· CIK 0001386060
13F Portfolio $95.5B AUM 1,772 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 287 Added 348 Reduced 92 Exited
Page 10 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 220,193.0 $5.3M 0.01% +10K +4.6% $23.99 -17.6%
182 WMT WALMART INC Consumer Defensive 42,282.0 $5.3M 0.01% +3K +6.4% $124.31 -3.6%
183 LEN LENNAR CORP Consumer Cyclical 59,986.0 $5.2M 0.01% +11K +21.7% $86.84 +4.5%
184 MSFT MICROSOFT CORP Technology 9,340.0 $5.1M 0.01% +3K +52.0% $541.69 -24.0%
185 HTHT H WORLD GROUP LTD Consumer Cyclical 97,717.0 $4.9M 0.01% +44K +82.5% $50.29 -12.2%
186 BERKSHIRE HATHAWAY INC DEL 9,188.0 $4.9M 0.01% +1K +19.1% $531.34
187 NRIM NORTHRIM BANCORP INC Financial Services 210,427.0 $4.8M 0.01% +48K +29.5% $22.88 +8.4%
188 NBHC NATIONAL BK HLDGS CORP Financial Services 122,797.0 $4.8M 0.01% +10K +9.2% $39.16 +7.2%
189 MYE MYERS INDS INC Consumer Cyclical 227,035.0 $4.8M 0.01% +10K +4.5% $21.18 +16.2%
190 KRT KARAT PACKAGING INC Consumer Cyclical 166,981.0 $4.7M 0.01% +7K +4.5% $27.92 +4.0%
191 HCC WARRIOR MET COAL INC Energy 48,288.0 $4.5M 0.01% +9K +24.0% $93.15 +6.2%
192 CIVEO CORP CDA 168,023.0 $4.4M 0.01% +6K +3.8% $26.46
193 BKH BLACK HILLS CORP Utilities 62,908.0 $4.4M 0.01% +4K +7.4% $69.41 +4.0%
194 BPOP POPULAR INC Financial Services 31,515.0 $4.2M 0.00% +19K +146.1% $134.17 +14.5%
195 GLOBAL INDEMNITY GROUP LLC 153,779.0 $4.2M 0.00% +3K +2.3% $27.23
196 MEC MAYVILLE ENGR CO INC Industrials 232,637.0 $4.2M 0.00% +10K +4.5% $17.95 +87.2%
197 TJX TJX COS INC NEW Consumer Cyclical 29,266.0 $4.0M 0.00% +3K +13.4% $136.50 +17.0%
198 EVER EVERQUOTE INC Communication Services 256,673.0 $4.0M 0.00% +11K +4.5% $15.42 +25.2%
199 EZPW EZCORP INC Financial Services 155,013.0 $3.9M 0.00% +143K +1221.1% $25.38 +23.0%
200 SO SOUTHERN CO Utilities 40,704.0 $3.9M 0.00% +3K +7.1% $96.52 -5.4%
Page 10 of 15  ·  287 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
Financial Services 20.5%
Technology 16.1%
Industrials 15.2%
Healthcare 9.7%
Consumer Cyclical 9.0%
Energy 8.1%
Consumer Defensive 6.1%
Basic Materials 6.0%
Utilities 3.6%
Communication Services 3.1%