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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 11 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRMB PRIMO BRANDS CORPORATION Consumer Defensive 1,141,522.0 $21.5M 0.02% -4.2M -78.6% $18.81 +23.9%
202 PSMT PRICESMART INC Consumer Defensive 136,275.0 $20.6M 0.02% -111K -45.0% $150.92 +17.4%
203 EEFT EURONET WORLDWIDE INC Technology 300,998.0 $19.9M 0.02% -13K -4.1% $66.02 -0.7%
204 ATEN A10 NETWORKS INC Technology 815,790.0 $19.0M 0.02% -24K -2.9% $23.29 +30.8%
205 HTBK HERITAGE COMM CORP Financial Services 1,507,562.0 $18.9M 0.02% -60K -3.8% $12.54 +7.3%
206 CENX CENTURY ALUM CO Basic Materials 309,896.0 $18.2M 0.02% -290K -48.4% $58.71 +3.8%
207 TWLO TWILIO INC Communication Services 122,827.0 $15.5M 0.02% -25K -16.9% $125.83 +61.1%
208 CUZ COUSINS PPTYS INC Real Estate 671,386.0 $15.1M 0.02% -31K -4.4% $22.54 +29.6%
209 CNXC CONCENTRIX CORP Technology 538,458.0 $14.7M 0.01% -30K -5.2% $27.35 -0.2%
210 SN SHARKNINJA INC Consumer Cyclical 132,808.0 $14.1M 0.01% -69K -34.1% $105.90 +24.0%
211 RWT REDWOOD TRUST INC Real Estate 2,454,963.0 $13.8M 0.01% -96K -3.8% $5.62 -7.8%
212 NI NISOURCE INC Utilities 293,838.0 $13.7M 0.01% -20K -6.4% $46.66 -0.8%
213 RGLD ROYAL GOLD INC Basic Materials 53,741.0 $13.7M 0.01% -18K -24.9% $254.51 -19.7%
214 EVTC EVERTEC INC Technology 479,898.0 $13.5M 0.01% -17K -3.4% $28.19 -19.7%
215 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 2,016,406.0 $13.2M 0.01% -1.8M -46.9% $6.57 +59.8%
216 VTV VANGUARD INDEX FDS 63,667.0 $12.5M 0.01% -4K -6.3% $196.20 +8.5%
217 CNC CENTENE CORP DEL Healthcare 341,952.0 $11.2M 0.01% -4.1M -92.3% $32.74 +101.2%
218 EGHT 8X8 INC NEW Technology 6,700,316.0 $11.1M 0.01% -484K -6.7% $1.66 +8.4%
219 ACM AECOM Industrials 119,276.0 $10.1M 0.01% -10K -8.0% $84.82 -16.5%
220 CSV CARRIAGE SVCS INC Consumer Cyclical 208,850.0 $9.5M 0.01% -35K -14.3% $45.66 -16.3%
Page 11 of 18  ·  348 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%