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Portfolio (Quarterly) Guide ↗

Boston Partners

· CIK 0001386060
13F Portfolio $112.6B AUM 1,850 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 100 New 405 Added 275 Reduced 65 Exited
Page 14 of 21  ·  405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FICO FAIR ISAAC CORP Technology 14,143.0 $16.9M 0.01% +7K +104.7% $1194.90 -1.9%
262 OPY OPPENHEIMER HLDGS INC Financial Services 158,375.0 $16.7M 0.01% +27K +20.5% $105.54 +9.9%
263 BHB BAR HBR BANKSHARES Financial Services 434,515.0 $16.4M 0.01% +13K +3.0% $37.71 +5.2%
264 NI NISOURCE INC Utilities 341,654.0 $16.2M 0.01% +48K +16.3% $47.55 -14.6%
265 FCN FTI CONSULTING INC Industrials 105,350.0 $15.8M 0.01% +5K +4.8% $150.19 +3.7%
266 VTV VANGUARD INDEX FDS 69,109.0 $15.1M 0.01% +5K +8.6% $217.93 +3.9%
267 OKE ONEOK INC NEW Energy 164,570.0 $14.3M 0.01% +43K +35.4% $86.94 +7.3%
268 FFIV F5 INC Technology 34,111.0 $14.2M 0.01% +7K +24.6% $415.99 -7.5%
269 ROKU ROKU INC Communication Services 101,127.0 $14.0M 0.01% +35K +53.3% $138.14 +14.0%
270 IEX IDEX CORP Industrials 61,290.0 $13.9M 0.01% +20K +49.1% $226.95 +3.3%
271 FHN FIRST HORIZON CORPORATION Financial Services 540,135.0 $13.8M 0.01% +111K +25.9% $25.64 -3.9%
272 AIZ ASSURANT INC Financial Services 50,999.0 $13.7M 0.01% +10K +24.6% $268.55 +5.8%
273 MMED MINIMED GROUP INC Healthcare 902,359.0 $13.5M 0.01% +57K +6.8% $14.96 +36.7%
274 BWA BORGWARNER INC Consumer Cyclical 201,751.0 $13.4M 0.01% +64K +46.6% $66.40 +2.1%
275 CCK CROWN HLDGS INC Consumer Cyclical 114,174.0 $12.8M 0.01% +23K +25.1% $111.82 +6.8%
276 AVGO BROADCOM INC Technology 32,088.0 $12.1M 0.01% +3K +9.4% $377.90 -2.5%
277 IBM INTERNATIONAL BUSINESS MACHS Technology 40,330.0 $11.3M 0.01% +9K +30.1% $281.13 -16.2%
278 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 468,247.0 $11.1M 0.01% +31K +7.1% $23.77 +5.4%
279 ALGN ALIGN TECHNOLOGY INC Healthcare 64,977.0 $11.0M 0.01% +12K +22.3% $168.67 -3.6%
280 IBEX IBEX LTD Technology 344,715.0 $10.5M 0.01% +58K +20.1% $30.37 +20.4%
Page 14 of 21  ·  405 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 20.4%
Technology 18.0%
Industrials 14.2%
Healthcare 10.8%
Consumer Cyclical 10.4%
Energy 6.4%
Consumer Defensive 6.0%
Basic Materials 5.2%
Utilities 3.3%
Communication Services 3.2%