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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AEBI SCHMIDT HLDG AG 132,360.0 $1.7M 0.00% NEW $12.55
62 FLAGSTAR BANK NATIONAL ASSOC 103,128.0 $1.5M 0.00% NEW $14.94
63 RDN RADIAN GROUP INC Financial Services 40,203.0 $1.5M 0.00% NEW $37.67 -2.9%
64 MGRC MCGRATH RENTCORP Industrials 12,347.0 $1.5M 0.00% NEW $121.03 -3.6%
65 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 11,617.0 $1.5M 0.00% NEW $127.90 -5.6%
66 FSM FORTUNA MNG CORP Basic Materials 165,449.0 $1.4M 0.00% NEW $8.45 +42.8%
67 TREKOR METALS LTD 193,704.0 $1.3M 0.00% NEW $6.88
68 FISV FISERV INC Technology 27,034.0 $1.3M 0.00% NEW $49.05 +7.2%
69 NOBL PROSHARES TR 20,000.0 $1.1M 0.00% NEW $56.16 +4.6%
70 MOBILITY GLOBAL INC 51,413.0 $1.1M 0.00% NEW $20.57
71 PAY PAYMENTUS HOLDINGS INC Technology 33,257.0 $803K 0.00% NEW $24.16 +65.6%
72 XLE SELECT SECTOR SPDR TR 14,967.0 $795K 0.00% NEW $53.12 +19.8%
73 RVTY REVVITY INC Healthcare 7,061.0 $786K 0.00% NEW $111.26 +12.1%
74 RDVT RED VIOLET INC Technology 11,502.0 $733K 0.00% NEW $63.72 +11.7%
75 MEG ONTERRIS INC Industrials 32,113.0 $649K 0.00% NEW $20.21 -17.8%
76 FEDEX FGHT HLDG CO INC 3,927.0 $593K 0.00% NEW $151.00
77 IIIN INSTEEL INDS INC Industrials 16,748.0 $506K NEW $30.20 +2.4%
78 OLN OLIN CORP Basic Materials 25,274.0 $501K NEW $19.82 -7.2%
79 MNRO MONRO INC Consumer Cyclical 24,800.0 $424K NEW $17.11 -26.7%
80 USB US BANCORP Financial Services 6,702.0 $405K NEW $60.47 +2.6%
Page 4 of 5  ·  100 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%