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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 14 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 JYNT JOINT CORP Healthcare 101,056.0 $894K 0.00% +24K +31.8% $8.85 -7.3%
262 BWMN BOWMAN CONSULTING GROUP LTD Industrials 30,047.0 $855K 0.00% +13K +75.5% $28.44 +13.7%
263 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 58,691.0 $813K 0.00% +2K +4.4% $13.86 +0.9%
264 INVH INVITATION HOMES INC Real Estate 32,138.0 $799K 0.00% +2K +7.1% $24.85 +18.2%
265 VTEX VTEX Technology 187,005.0 $748K 0.00% +103K +121.8% $4.00 -11.8%
266 METALLUS INC 44,723.0 $731K 0.00% +13K +41.0% $16.34
267 ULCC FRONTIER GROUP HLDGS INC Industrials 205,419.0 $725K 0.00% +162K +374.3% $3.53 +69.7%
268 RLGT RADIANT LOGISTICS INC Industrials 99,408.0 $701K 0.00% +4K +4.4% $7.05 +27.7%
269 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 14,921.0 $694K 0.00% +628.0 +4.4% $46.51 -2.1%
270 TITN TITAN MACHY INC Industrials 39,549.0 $661K 0.00% +6K +16.6% $16.72 +42.7%
271 CLAR CLARUS CORP NEW Consumer Cyclical 224,247.0 $610K 0.00% +73K +48.2% $2.72 +4.0%
272 RCMT RCM TECHNOLOGIES INC Industrials 30,003.0 $574K 0.00% +1K +4.5% $19.14 +24.8%
273 FINV FINVOLUTION GROUP Financial Services 118,032.0 $565K 0.00% +5K +4.4% $4.79 +1.3%
274 NTST NETSTREIT CORP Real Estate 29,611.0 $558K 0.00% +6K +23.1% $18.83 +6.1%
275 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 24,406.0 $547K 0.00% +4K +20.2% $22.43 +14.3%
276 ESQ ESQUIRE FINL HLDGS INC Financial Services 4,601.0 $495K 0.00% +1K +42.7% $107.50 +2.6%
277 HUM HUMANA INC Healthcare 2,194.0 $380K +39.0 +1.8% $173.38 +105.3%
278 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 370.0 $369K +60.0 +19.4% $996.68 -2.2%
279 ASTL ALGOMA STL GROUP INC Basic Materials 87,067.0 $360K +18K +26.9% $4.13 +19.6%
280 STRATA CRITICAL MEDICAL INC 84,833.0 $355K +18K +27.0% $4.18
Page 14 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%