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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 19 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PSMT PRICESMART INC Consumer Defensive 129,794.0 $25.3M 0.02% -6K -4.8% $195.19 -11.4%
362 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 494,688.0 $25.3M 0.02% NEW $51.11 -2.6%
363 ADUS ADDUS HOMECARE CORP Healthcare 246,053.0 $25.1M 0.02% -9K -3.4% $101.97 +18.5%
364 SM SM ENERGY COMPANY Energy 937,303.0 $25.0M 0.02% +887K +1767.9% $26.70 +39.3%
365 SN SHARKNINJA INC Consumer Cyclical 163,776.0 $24.9M 0.02% +31K +23.3% $152.27 +18.7%
366 HRI HERC HLDGS INC Industrials 173,900.0 $24.9M 0.02% +161K +1206.0% $143.35 +12.9%
367 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,870,979.0 $24.9M 0.02% +47K +1.7% $8.68 +51.6%
368 OTIS OTIS WORLDWIDE CORP Industrials 341,831.0 $24.5M 0.02% $71.60 -0.2%
369 NVO NOVO-NORDISK A S Healthcare 507,489.0 $24.3M 0.02% +362K +249.9% $47.96 -2.5%
370 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 806,750.0 $24.3M 0.02% -78K -8.9% $30.06 +2.6%
371 ADBE ADOBE INC Technology 117,041.0 $24.0M 0.02% -2K -2.0% $205.23 +34.1%
372 YSWY YESWAY INC 1,179,942.0 $24.0M 0.02% NEW $20.30 +24.1%
373 NORTHPOINTE BANCSHARES INC. 1,246,256.0 $23.9M 0.02% +31K +2.6% $19.18
374 ESNT ESSENT GROUP LTD Financial Services 370,276.0 $23.9M 0.02% -24K -6.0% $64.43 +5.6%
375 VNOM VIPER ENERGY INC Energy 545,292.0 $23.1M 0.02% -406K -42.7% $42.40 +6.8%
376 CNQ CANADIAN NAT RES LTD MED TER Energy 582,978.0 $23.1M 0.02% -4.8M -89.2% $39.59 +29.8%
377 EEFT EURONET WORLDWIDE INC Technology 312,847.0 $23.0M 0.02% +12K +3.9% $73.68 -4.9%
378 ADTRAN HOLDINGS INC 1,651,038.0 $22.7M 0.02% +470K +39.8% $13.76
379 ABM ABM INDS INC Industrials 499,949.0 $22.2M 0.02% -270K -35.1% $44.44 +5.3%
380 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 467,556.0 $22.1M 0.02% -29K -5.8% $47.33 -3.7%
Page 19 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%