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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 17 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MATW MATTHEWS INTL CORP Industrials 14,496.0 $374K -429K -96.7% $25.82 -1.5%
322 OCFC OCEANFIRST FINL CORP Financial Services 19,783.0 $357K -703.0 -3.4% $18.04 -0.3%
323 OFIX ORTHOFIX MED INC Healthcare 29,796.0 $342K -1K -3.4% $11.47 -15.5%
324 HLIO HELIOS TECHNOLOGIES INC Industrials 4,986.0 $323K -2K -25.9% $64.71 +29.3%
325 PACK RANPAK HOLDINGS CORP Consumer Cyclical 86,418.0 $309K -3K -3.7% $3.57 +91.3%
326 NWPX NWPX INFRASTRUCTURE INC Industrials 3,905.0 $304K -5K -57.6% $77.86 +55.6%
327 RDCM RADCOM LTD Communication Services 24,722.0 $301K -902.0 -3.5% $12.16 +5.3%
328 CECO CECO ENVIRONMENTAL CORP Industrials 4,979.0 $297K -225.0 -4.3% $59.58 +35.2%
329 TATT TAT TECHNOLOGIES LTD Industrials 7,129.0 $290K -216K -96.8% $40.63 +7.5%
330 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 25,603.0 $283K -34K -57.2% $11.07 -27.8%
331 OOMA OOMA INC Communication Services 19,453.0 $283K -755.0 -3.7% $14.55 +15.0%
332 KLTR KALTURA INC Technology 231,731.0 $283K -8K -3.4% $1.22 +16.4%
333 LGCY LEGACY ED INC Consumer Defensive 21,378.0 $268K -19K -46.5% $12.52 -10.2%
334 TSLA TESLA INC Consumer Cyclical 713.0 $265K -96.0 -11.9% $371.53 +10.1%
335 MTW MANITOWOC CO INC Industrials 21,597.0 $252K -767.0 -3.4% $11.65 +2.5%
336 OFG OFG BANCORP Financial Services 5,816.0 $235K -4K -38.1% $40.46 +14.8%
337 WTTR SELECT WATER SOLUTIONS INC Utilities 15,036.0 $230K -547.0 -3.5% $15.30 +20.9%
338 CARL CARLSMED INC Healthcare 25,201.0 $228K -899.0 -3.4% $9.05 +22.1%
339 TIPT TIPTREE INC Financial Services 13,384.0 $226K -476.0 -3.4% $16.92 +4.5%
340 RTX RTX CORPORATION Industrials 1,049.0 $202K -309.0 -22.8% $192.88 -7.4%
Page 17 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%