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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 10 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HUBS HUBSPOT INC Technology 10,899.0 $2.0M 0.00% -32K -74.4% $182.51 +31.5%
182 UPWK UPWORK INC Industrials 228,883.0 $1.9M 0.00% -2.9M -92.7% $8.36 +3.0%
183 IWS ISHARES TR 11,476.0 $1.9M 0.00% -16K -58.5% $164.65 +4.5%
184 POST POST HLDGS INC Consumer Defensive 20,541.0 $1.8M 0.00% -924.0 -4.3% $88.26 -8.8%
185 SCHZ SCHWAB STRATEGIC TR 77,883.0 $1.8M 0.00% -38K -32.7% $23.13 -1.6%
186 HLMN HILLMAN SOLUTIONS CORP Industrials 208,914.0 $1.8M 0.00% -124K -37.3% $8.44 -0.9%
187 MYRG MYR GROUP INC Industrials 3,515.0 $1.8M 0.00% -78K -95.7% $500.40 -37.9%
188 TRMB TRIMBLE INC Technology 32,213.0 $1.6M 0.00% -2.7M -98.8% $51.18 +17.7%
189 TFX TELEFLEX INCORPORATED Healthcare 12,225.0 $1.5M 0.00% -455.0 -3.6% $126.76 +9.5%
190 MAN MANPOWERGROUP INC WIS Industrials 44,965.0 $1.5M 0.00% -30K -40.1% $33.77 +82.0%
191 AESI ATLAS ENERGY SOLUTIONS INC Energy 88,688.0 $1.5M 0.00% -91K -50.7% $16.61 -24.3%
192 XPRO EXPRO GROUP HOLDINGS NV Energy 98,364.0 $1.5M 0.00% -4K -4.4% $14.77 +23.4%
193 RAMP LIVERAMP HLDGS INC Technology 38,540.0 $1.5M 0.00% -1.1M -96.5% $37.64 -0.2%
194 ITGR INTEGER HLDGS CORP Healthcare 15,473.0 $1.4M 0.00% -581.0 -3.6% $93.45 +34.0%
195 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 84,903.0 $1.4M 0.00% -31K -26.5% $16.03 +13.4%
196 QCOM QUALCOMM INC Technology 7,355.0 $1.4M 0.00% -365K -98.0% $184.78 -13.0%
197 MOS MOSAIC CO Basic Materials 63,145.0 $1.3M 0.00% -2K -3.2% $21.19 +15.2%
198 HCA HCA HEALTHCARE INC Healthcare 3,394.0 $1.3M 0.00% -156K -97.9% $388.48 +10.5%
199 NXT NEXTPOWER INC Technology 10,875.0 $1.3M 0.00% -1K -11.2% $119.14 -27.7%
200 AR ANTERO RESOURCES CORP Energy 35,844.0 $1.3M 0.00% -2K -4.5% $35.14 +8.0%
Page 10 of 14  ·  275 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%