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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 20 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FMBH FIRST MID BANCSHARES INC Financial Services 459,139.0 $22.1M 0.02% -4K -0.8% $48.08 +4.6%
382 HLX HELIX ENERGY SOLUTIONS GRP I Energy 2,486,953.0 $22.1M 0.02% -464K -15.7% $8.88 +16.6%
383 OMCL OMNICELL COM Healthcare 518,159.0 $21.9M 0.02% -13K -2.5% $42.29 -15.9%
384 DCOM DIME COML BANCSHARES INC Financial Services 529,760.0 $21.5M 0.02% +13K +2.5% $40.65 -0.5%
385 HAMILTON INSURANCE GROUP LTD 623,458.0 $21.2M 0.02% +34K +5.8% $34.05
386 PLAB PHOTRONICS INC Technology 665,700.0 $21.2M 0.02% -120K -15.2% $31.89 -4.3%
387 CVBF CVB FINL CORP Financial Services 940,489.0 $21.2M 0.02% NEW $22.56 +0.1%
388 MKSI MKS INC. Technology 47,421.0 $21.1M 0.02% +16K +50.8% $444.75 -37.2%
389 LYTS LSI INDS INC OHIO Technology 802,988.0 $21.1M 0.02% +18K +2.3% $26.24 -22.5%
390 ROCK GIBRALTAR INDS INC Industrials 464,628.0 $20.7M 0.02% -222K -32.3% $44.52 +4.4%
391 PLUS EPLUS INC Technology 246,655.0 $20.6M 0.02% NEW $83.69 +3.8%
392 VC VISTEON CORP Consumer Cyclical 201,355.0 $20.1M 0.02% -99K -32.9% $100.07 +5.9%
393 HFWA HERITAGE FINL CORP WASH Financial Services 677,105.0 $20.1M 0.02% -13K -1.9% $29.62 -1.7%
394 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 97,394.0 $19.7M 0.02% +6K +6.8% $202.31 +6.2%
395 SBLK STAR BULK CARRIERS CORP. Industrials 788,200.0 $19.7M 0.02% -838K -51.5% $24.97 +22.1%
396 KRO KRONOS WORLDWIDE INC Basic Materials 3,075,895.0 $19.5M 0.02% +90K +3.0% $6.33 +29.5%
397 DLB DOLBY LABORATORIES INC Technology 372,561.0 $19.4M 0.02% +20K +5.7% $52.14 +25.2%
398 COLB COLUMBIA BKG SYS INC Financial Services 603,696.0 $19.4M 0.02% -488K -44.7% $32.09 -4.0%
399 CTOS CUSTOM TRUCK ONE SOURCE INC Industrials 1,625,092.0 $19.2M 0.02% -391K -19.4% $11.81 -17.2%
400 CUZ COUSINS PPTYS INC Real Estate 627,477.0 $19.0M 0.02% -44K -6.5% $30.21 -1.7%
Page 20 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%