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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 8 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RIO RIO TINTO PLC Basic Materials 52,025.0 $4.9M 0.00% -5K -9.1% $94.72 +11.2%
142 JEPI J P MORGAN EXCHANGE TRADED F 86,360.0 $4.9M 0.00% -8K -8.6% $56.48 +2.5%
143 BRX BRIXMOR PPTY GROUP INC Real Estate 147,907.0 $4.7M 0.00% -5K -3.1% $31.53 -7.0%
144 WMT WALMART INC Consumer Defensive 39,798.0 $4.5M 0.00% -2K -5.9% $113.27 -8.4%
145 TJX TJX COS INC NEW Consumer Cyclical 28,657.0 $4.2M 0.00% -609.0 -2.1% $147.25 -4.6%
146 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 91,420.0 $4.2M 0.00% -31K -25.2% $45.91 +21.5%
147 NBHC NATIONAL BK HLDGS CORP Financial Services 91,987.0 $4.1M 0.00% -31K -25.1% $44.43 -5.8%
148 ACADIAN ASSET MANAGEMENT INC 52,688.0 $3.8M 0.00% -5K -8.4% $71.52
149 TKR TIMKEN CO Industrials 25,203.0 $3.7M 0.00% -1K -4.5% $145.32 -13.9%
150 HNI HNI CORP Industrials 87,020.0 $3.5M 0.00% -844K -90.7% $40.41 +21.8%
151 HD HOME DEPOT INC Consumer Cyclical 9,778.0 $3.4M 0.00% -860K -98.9% $352.07 -4.7%
152 SR SPIRE INC Utilities 43,834.0 $3.4M 0.00% -1K -2.5% $78.09 +3.6%
153 POR PORTLAND GEN ELEC CO Utilities 65,715.0 $3.4M 0.00% -9K -11.9% $51.83 -4.3%
154 STRL STERLING INFRASTRUCTURE INC Industrials 4,313.0 $3.2M 0.00% -54K -92.5% $752.24 -31.3%
155 EGHT 8X8 INC NEW Technology 1,864,379.0 $3.2M 0.00% -4.8M -72.2% $1.71 +17.4%
156 BKH BLACK HILLS CORP Utilities 42,839.0 $3.2M 0.00% -20K -31.9% $74.40 -3.6%
157 GXO GXO LOGISTICS INCORPORATED Industrials 62,111.0 $3.1M 0.00% -24K -27.6% $50.70 -9.8%
158 CXT CRANE NXT CO Industrials 60,011.0 $3.1M 0.00% -27K -31.1% $51.16 -1.9%
159 CLS CELESTICA INC Technology 8,141.0 $3.0M 0.00% -359.0 -4.2% $364.80 -18.7%
160 GTY GETTY RLTY CORP NEW Real Estate 88,156.0 $2.9M 0.00% -50K -36.4% $33.36 -0.7%
Page 8 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%