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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 15 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IAC PEOPLE INC Technology 1,111,298.0 $51.3M 0.05% +238K +27.2% $46.16 -0.0%
282 WTFC WINTRUST FINL CORP Financial Services 315,728.0 $50.8M 0.04% +49K +18.3% $160.98 -5.2%
283 AVT AVNET INC Technology 569,404.0 $50.4M 0.04% +8K +1.5% $88.43 +0.2%
284 MMS MAXIMUS INC Industrials 910,040.0 $49.2M 0.04% +241K +36.0% $54.10 +7.6%
285 NICE NICE LTD Technology 540,967.0 $49.2M 0.04% +77K +16.5% $90.98 +10.2%
286 SLM SLM CORP Financial Services 1,831,714.0 $47.4M 0.04% +995K +119.0% $25.90 +2.2%
287 AROC ARCHROCK INC Energy 1,165,429.0 $47.1M 0.04% +40K +3.6% $40.42 -21.3%
288 AXS AXIS CAP HLDGS LTD Financial Services 435,169.0 $47.1M 0.04% +3K +0.6% $108.21 -8.8%
289 BND VANGUARD BD INDEX FDS 636,624.0 $46.7M 0.04% +20K +3.3% $73.41 -1.6%
290 AGG ISHARES TR 471,944.0 $46.7M 0.04% +15K +3.3% $98.98 -1.6%
291 LBRT LIBERTY ENERGY INC Energy 1,779,982.0 $46.6M 0.04% +896K +101.3% $26.19 -26.1%
292 TPC TUTOR PERINI CORP Industrials 560,943.0 $46.5M 0.04% +110K +24.4% $82.95 +10.0%
293 BDC BELDEN INC Technology 389,994.0 $46.1M 0.04% +105K +37.0% $118.11 +3.7%
294 CE CELANESE CORP DEL Basic Materials 952,183.0 $43.8M 0.04% +362K +61.4% $46.01 +1.7%
295 INVA INNOVIVA INC Healthcare 1,927,959.0 $43.8M 0.04% +209K +12.2% $22.71 -7.2%
296 PFBC PREFERRED BK LOS ANGELES CA Financial Services 412,063.0 $43.8M 0.04% +16K +4.1% $106.21 -1.6%
297 BHE BENCHMARK ELECTRS INC Technology 452,255.0 $43.4M 0.04% -8K -1.7% $95.98 -24.3%
298 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 2,247,894.0 $42.7M 0.04% +824K +57.9% $19.01 -6.0%
299 AX AXOS FINANCIAL INC Financial Services 433,647.0 $42.3M 0.04% +20K +5.0% $97.44 -0.8%
300 INTU INTUIT Technology 161,647.0 $42.2M 0.04% NEW $261.25 +40.5%
Page 15 of 41  ·  802 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%