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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 24 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VBR VANGUARD INDEX FDS 3,387.0 $6.5M 0.01% -198.0 -5.5% $1916.99 -87.8%
462 DAKT DAKTRONICS INC Technology 330,847.0 $6.5M 0.01% +15K +4.7% $19.55 -0.5%
463 FRMI FERMI INC Utilities 1,101,977.0 $6.4M 0.01% -95K -8.0% $5.84 -2.3%
464 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 776,184.0 $6.4M 0.01% +478K +160.2% $8.25 -0.5%
465 YUMC YUM CHINA HLDGS INC Consumer Cyclical 129,462.0 $6.3M 0.01% NEW $48.78 -13.2%
466 CRAI CRA INTL INC Industrials 38,713.0 $6.3M 0.01% +2K +4.4% $161.88 -10.3%
467 HII HUNTINGTON INGALLS INDS INC Industrials 16,456.0 $6.3M 0.01% +330.0 +2.0% $379.90 -23.1%
468 ROKU ROKU INC Communication Services 65,980.0 $6.2M 0.01% NEW $94.63 +30.6%
469 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 46,288.0 $6.1M 0.01% -8K -15.0% $131.74 +23.8%
470 PDD PDD HOLDINGS INC Consumer Cyclical 59,347.0 $6.1M 0.01% NEW $102.18 -19.1%
471 DOW DOW HLDGS INC Basic Materials 137,727.0 $5.7M 0.01% NEW $41.65 -17.9%
472 WSBC WESBANCO INC Financial Services 165,583.0 $5.7M 0.01% +5K +3.1% $34.49 +2.5%
473 EFSC ENTERPRISE FINL SVCS CORP Financial Services 104,676.0 $5.7M 0.01% -4K -3.3% $54.11 +14.2%
474 DOCU DOCUSIGN INC Technology 119,005.0 $5.6M 0.01% NEW $47.41 -2.6%
475 WMG WARNER MUSIC GROUP CORP Communication Services 220,001.0 $5.6M 0.01% NEW $25.54 +17.5%
476 ING ING GROEP N.V. Financial Services 207,415.0 $5.4M 0.01% -22K -9.7% $26.08 +11.6%
477 JEPI J P MORGAN EXCHANGE TRADED F 94,531.0 $5.4M 0.01% +10K +11.5% $56.68 -2.3%
478 RIO RIO TINTO PLC Basic Materials 57,253.0 $5.4M 0.01% +1K +2.5% $93.51 +7.9%
479 JAMES RIV GROUP HOLDINGS INC 847,025.0 $5.3M 0.01% +34K +4.1% $6.30
480 NVO NOVO-NORDISK A S Healthcare 145,020.0 $5.3M 0.01% -5.2M -97.3% $36.76 +11.6%
Page 24 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%