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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 18 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 885,189.0 $26.9M 0.03% -44K -4.8% $30.42 -1.3%
342 OTIS OTIS WORLDWIDE CORP Industrials 341,532.0 $26.3M 0.03% +13K +4.0% $77.08 -9.7%
343 BHE BENCHMARK ELECTRS INC Technology 459,896.0 $25.8M 0.03% -14K -3.0% $56.16 +53.4%
344 LBRT LIBERTY ENERGY INC Energy 884,092.0 $25.5M 0.03% +61K +7.4% $28.80 -0.1%
345 CTKB CYTEK BIOSCIENCES INC Healthcare 5,802,773.0 $25.4M 0.03% +794K +15.9% $4.37 -7.6%
346 BV BRIGHTVIEW HLDGS INC Industrials 2,106,466.0 $24.8M 0.03% +283K +15.5% $11.79 +5.2%
347 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 384,974.0 $24.7M 0.03% +53K +16.0% $64.06 +6.1%
348 CCRN CROSS CTRY HEALTHCARE INC Healthcare 2,545,584.0 $23.9M 0.03% +1.8M +221.5% $9.40 +40.2%
349 MLAB MESA LABS INC Technology 268,711.0 $23.8M 0.03% +55K +25.9% $88.43 +22.7%
350 ADUS ADDUS HOMECARE CORP Healthcare 254,639.0 $23.7M 0.03% +57K +29.2% $93.20 -2.7%
351 DIOD DIODES INC Technology 343,031.0 $23.4M 0.03% +307K +853.7% $68.30 +53.2%
352 KFY KORN FERRY Industrials 368,579.0 $23.2M 0.02% -25K -6.4% $63.02 +15.3%
353 TIGO MILLICOM INTL CELLULAR S A Communication Services 308,703.0 $23.1M 0.02% -1.3M -80.8% $74.94 +11.6%
354 STRL STERLING INFRASTRUCTURE INC Industrials 57,892.0 $23.1M 0.02% -31K -34.6% $399.06 +123.5%
355 MYRG MYR GROUP INC Industrials 81,819.0 $23.1M 0.02% -38K -31.8% $282.33 +54.7%
356 ESNT ESSENT GROUP LTD Financial Services 393,880.0 $23.1M 0.02% -318K -44.6% $58.61 -3.0%
357 OSIS OSI SYSTEMS INC Technology 86,529.0 $23.0M 0.02% +9K +12.3% $266.09 -20.9%
358 NATL NCR ATLEOS CORPORATION Technology 520,980.0 $22.7M 0.02% NEW $43.60 +1.2%
359 STGW STAGWELL INC Communication Services 3,584,990.0 $22.5M 0.02% +523K +17.1% $6.29 +2.4%
360 ASH ASHLAND INC Basic Materials 405,694.0 $22.5M 0.02% +349K +621.4% $55.47 +3.6%
Page 18 of 39  ·  767 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%