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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 15 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MCD MCDONALDS CORP Consumer Cyclical 1,118.0 $347K +21.0 +1.9% $310.62 -10.6%
282 RGCO RGC RES INC Utilities 15,435.0 $340K +581.0 +3.9% $22.05 +1.9%
283 ASLE AERSALE CORPORATION Industrials 53,684.0 $334K +31K +133.3% $6.22 +3.2%
284 ALNT ALLIENT INC Technology 5,090.0 $301K +225.0 +4.6% $59.09 +47.5%
285 SYK STRYKER CORPORATION Healthcare 841.0 $276K +31.0 +3.8% $328.66 -8.3%
286 HDSN HUDSON TECHNOLOGIES INC Basic Materials 39,994.0 $235K +19K +88.2% $5.88 -7.3%
287 IYH ISHARES TR 3,589.0 $221K +355.0 +11.0% $61.63 +3.9%
Page 15 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%