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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 23 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RWT REDWOOD TRUST INC Real Estate 2,341,889.0 $11.3M 0.01% -113K -4.6% $4.81 -0.2%
442 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 468,247.0 $11.1M 0.01% +31K +7.1% $23.77 +5.4%
443 CERT CERTARA INC Healthcare 1,683,885.0 $11.0M 0.01% NEW $6.55 +28.7%
444 ALGN ALIGN TECHNOLOGY INC Healthcare 64,977.0 $11.0M 0.01% +12K +22.3% $168.67 -3.6%
445 NTES NETEASE COM INC Technology 84,711.0 $10.9M 0.01% NEW $128.14 +0.0%
446 BAP CREDICORP LTD Financial Services 27,156.0 $10.6M 0.01% -30K -52.6% $389.58 -2.7%
447 IBEX IBEX LTD Technology 344,715.0 $10.5M 0.01% +58K +20.1% $30.37 +20.4%
448 ESI ELEMENT SOLUTIONS INC Basic Materials 218,091.0 $10.4M 0.01% -879K -80.1% $47.75 -26.0%
449 JD JD.COM INC Consumer Cyclical 392,503.0 $10.0M 0.01% +329K +521.7% $25.48 +15.3%
450 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 59,268.0 $10.0M 0.01% +13K +28.0% $168.54 -9.5%
451 SPY STATE STR SPDR S&P 500 ETF T Financial Services 13,805.0 $9.9M 0.01% +167.0 +1.2% $719.52 +6.4%
452 HAS HASBRO INC Consumer Cyclical 119,189.0 $9.8M 0.01% NEW $82.59 +13.3%
453 CSV CARRIAGE SVCS INC Consumer Cyclical 253,505.0 $9.7M 0.01% +45K +21.4% $38.34 -10.1%
454 GLD SPDR GOLD TR Financial Services 27,101.0 $9.7M 0.01% +21K +320.1% $358.46 +18.1%
455 LZ LEGALZOOM COM INC Industrials 1,582,125.0 $9.7M 0.01% -2.3M -59.5% $6.13 -4.9%
456 ACM AECOM Industrials 138,428.0 $9.7M 0.01% +19K +16.1% $69.80 -7.2%
457 MYE MYERS INDS INC Consumer Cyclical 272,346.0 $9.6M 0.01% +45K +20.0% $35.31 -5.0%
458 RGLD ROYAL GOLD INC Basic Materials 47,311.0 $9.4M 0.01% -6K -12.0% $199.61 +29.8%
459 NATWEST GROUP PLC 533,466.0 $9.4M 0.01% +56K +11.7% $17.60
460 AGCO AGCO CORP Industrials 77,772.0 $9.3M 0.01% NEW $119.70 -10.8%
Page 23 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%