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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 20 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,824,074.0 $18.2M 0.02% +2.5M +756.0% $6.43 +3.3%
382 HFWA HERITAGE FINL CORP WASH Financial Services 690,319.0 $18.0M 0.02% NEW $26.02 +7.3%
383 SLM SLM CORP Financial Services 836,366.0 $17.9M 0.02% +245K +41.5% $21.41 +4.6%
384 FCN FTI CONSULTING INC Industrials 100,493.0 $17.9M 0.02% NEW $177.71 -10.7%
385 OMCL OMNICELL COM Healthcare 531,305.0 $17.8M 0.02% +84K +18.7% $33.54 +25.1%
386 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 91,149.0 $17.8M 0.02% NEW $195.33 -1.0%
387 HAMILTON INSURANCE GROUP LTD 589,455.0 $17.6M 0.02% +480K +436.2% $29.90
388 DCOM DIME CMNTY BANCSHARES INC Financial Services 517,037.0 $17.5M 0.02% +500K +3019.9% $33.82 +12.8%
389 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 496,272.0 $17.5M 0.02% +483K +3582.9% $35.21 +27.0%
390 HBM HUDBAY MINERALS INC Basic Materials 595,447.0 $17.3M 0.02% $29.13 -10.4%
391 RRBI RED RIVER BANCSHARES INC Financial Services 191,241.0 $17.3M 0.02% +134K +231.8% $90.63 +0.2%
392 THE BALDWIN INSURANCE GRP IN 772,703.0 $17.0M 0.02% +725K +1507.2% $22.00
393 PMT PENNYMAC MTG INVT TR Real Estate 1,435,182.0 $16.8M 0.02% +260K +22.1% $11.72 -15.7%
394 TWLO TWILIO INC Communication Services 122,827.0 $15.5M 0.02% -25K -16.9% $125.83 +68.9%
395 CNOB CONNECTONE BANCORP INC Financial Services 567,747.0 $15.2M 0.02% +423K +292.2% $26.82 +16.2%
396 CUZ COUSINS PPTYS INC Real Estate 671,386.0 $15.1M 0.02% -31K -4.4% $22.54 +25.6%
397 CBZ CBIZ INC Industrials 561,400.0 $15.1M 0.02% NEW $26.96 +24.6%
398 ASGN ASGN INC Technology 390,028.0 $15.1M 0.02% +333K +580.2% $38.77 -50.3%
399 ADTRAN HOLDINGS INC 1,181,314.0 $14.9M 0.02% NEW $12.62
400 PAL PROFICIENT AUTO LOGISTICS IN Industrials 2,196,975.0 $14.9M 0.02% +43K +2.0% $6.78 +5.6%
Page 20 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%