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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 6 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CNQ CANADIAN NAT RES LTD MED TER Energy 582,978.0 $23.1M 0.02% -4.8M -89.2% $39.59 +29.8%
102 ABM ABM INDS INC Industrials 499,949.0 $22.2M 0.02% -270K -35.1% $44.44 +5.3%
103 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 467,556.0 $22.1M 0.02% -29K -5.8% $47.33 -3.7%
104 FMBH FIRST MID BANCSHARES INC Financial Services 459,139.0 $22.1M 0.02% -4K -0.8% $48.08 +4.6%
105 HLX HELIX ENERGY SOLUTIONS GRP I Energy 2,486,953.0 $22.1M 0.02% -464K -15.7% $8.88 +16.6%
106 OMCL OMNICELL COM Healthcare 518,159.0 $21.9M 0.02% -13K -2.5% $42.29 -15.9%
107 PLAB PHOTRONICS INC Technology 665,700.0 $21.2M 0.02% -120K -15.2% $31.89 -4.3%
108 ROCK GIBRALTAR INDS INC Industrials 464,628.0 $20.7M 0.02% -222K -32.3% $44.52 +4.4%
109 VC VISTEON CORP Consumer Cyclical 201,355.0 $20.1M 0.02% -99K -32.9% $100.07 +5.9%
110 HFWA HERITAGE FINL CORP WASH Financial Services 677,105.0 $20.1M 0.02% -13K -1.9% $29.62 -1.7%
111 SBLK STAR BULK CARRIERS CORP. Industrials 788,200.0 $19.7M 0.02% -838K -51.5% $24.97 +22.1%
112 COLB COLUMBIA BKG SYS INC Financial Services 603,696.0 $19.4M 0.02% -488K -44.7% $32.09 -4.0%
113 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 1,625,092.0 $19.2M 0.02% -391K -19.4% $11.81 -17.2%
114 CUZ COUSINS PPTYS INC Real Estate 627,477.0 $19.0M 0.02% -44K -6.5% $30.21 -1.7%
115 CNC CENTENE CORP DEL Healthcare 294,656.0 $18.9M 0.02% -47K -13.8% $64.19 +1.3%
116 CNOB CONNECTONE BANCORP INC Financial Services 562,403.0 $18.7M 0.02% -5K -0.9% $33.28 -3.0%
117 MRTN MARTEN TRANS LTD Industrials 1,049,147.0 $18.2M 0.02% -651K -38.3% $17.35 -13.9%
118 OSIS OSI SYSTEMS INC Technology 82,102.0 $17.8M 0.02% -4K -5.1% $217.21 -4.8%
119 VTOL BRISTOW GROUP INC Energy 424,602.0 $17.7M 0.02% -8K -1.8% $41.66 +8.7%
120 TBI TRUEBLUE INC Industrials 2,478,866.0 $17.3M 0.01% -789K -24.1% $6.98 +52.1%
Page 6 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%