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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 8 of 15  ·  287 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,824,074.0 $18.2M 0.02% +2.5M +756.0% $6.43 +4.8%
142 SLM SLM CORP Financial Services 836,366.0 $17.9M 0.02% +245K +41.5% $21.41 +6.2%
143 OMCL OMNICELL COM Healthcare 531,305.0 $17.8M 0.02% +84K +18.7% $33.54 +21.8%
144 HAMILTON INSURANCE GROUP LTD 589,455.0 $17.6M 0.02% +480K +436.2% $29.90
145 DCOM DIME CMNTY BANCSHARES INC Financial Services 517,037.0 $17.5M 0.02% +500K +3019.9% $33.82 +14.2%
146 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 496,272.0 $17.5M 0.02% +483K +3582.9% $35.21 +27.8%
147 RRBI RED RIVER BANCSHARES INC Financial Services 191,241.0 $17.3M 0.02% +134K +231.8% $90.63 +0.4%
148 THE BALDWIN INSURANCE GRP IN 772,703.0 $17.0M 0.02% +725K +1507.2% $22.00
149 PMT PENNYMAC MTG INVT TR Real Estate 1,435,182.0 $16.8M 0.02% +260K +22.1% $11.72 -13.2%
150 CNOB CONNECTONE BANCORP INC Financial Services 567,747.0 $15.2M 0.02% +423K +292.2% $26.82 +17.7%
151 ASGN ASGN INC Technology 390,028.0 $15.1M 0.02% +333K +580.2% $38.77 -45.9%
152 PAL PROFICIENT AUTO LOGISTICS IN Industrials 2,196,975.0 $14.9M 0.02% +43K +2.0% $6.78 +10.8%
153 OR OR ROYALTIES INC. Basic Materials 386,408.0 $14.9M 0.02% +323K +508.3% $38.48 -15.4%
154 LYTS LSI INDS INC OHIO Technology 785,169.0 $14.6M 0.01% +491K +167.2% $18.59 +29.4%
155 GOOG ALPHABET INC Communication Services 49,398.0 $14.2M 0.01% +13K +35.5% $286.88 +24.6%
156 BHB BAR HBR BANKSHARES Financial Services 421,783.0 $13.7M 0.01% +275K +188.2% $32.55 +12.0%
157 BELFB BEL FUSE INC Technology 65,443.0 $13.0M 0.01% +3K +4.5% $197.98 +34.5%
158 TBI TRUEBLUE INC Industrials 3,267,392.0 $12.8M 0.01% +1.0M +47.1% $3.91 +65.7%
159 OPY OPPENHEIMER HLDGS INC Financial Services 131,434.0 $11.7M 0.01% +45K +52.5% $89.19 +10.4%
160 OKE ONEOK INC NEW Energy 121,529.0 $11.0M 0.01% +59K +93.8% $90.39 -2.6%
Page 8 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%