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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 25 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 220,193.0 $5.3M 0.01% +10K +4.6% $23.99 -17.6%
482 WMT WALMART INC Consumer Defensive 42,282.0 $5.3M 0.01% +3K +6.4% $124.31 -3.6%
483 LEN LENNAR CORP Consumer Cyclical 59,986.0 $5.2M 0.01% +11K +21.7% $86.84 +4.5%
484 STM STMICROELECTRONICS N V Technology 148,507.0 $5.1M 0.01% NEW $34.55 +117.1%
485 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 13,093.0 $5.1M 0.01% -598K -97.9% $391.77 +123.8%
486 MSFT MICROSOFT CORP Technology 9,340.0 $5.1M 0.01% +3K +52.0% $541.69 -24.0%
487 DECK DECKERS OUTDOOR CORP Consumer Cyclical 49,782.0 $5.0M 0.01% NEW $100.09 +9.6%
488 HTHT H WORLD GROUP LTD Consumer Cyclical 97,717.0 $4.9M 0.01% +44K +82.5% $50.29 -12.2%
489 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 66,585.0 $4.9M 0.01% NEW $73.70 +10.4%
490 BERKSHIRE HATHAWAY INC DEL 9,188.0 $4.9M 0.01% +1K +19.1% $531.34
491 PB PROSPERITY BANCSHARES INC Financial Services 71,845.0 $4.8M 0.01% -664K -90.2% $67.18 +3.6%
492 NRIM NORTHRIM BANCORP INC Financial Services 210,427.0 $4.8M 0.01% +48K +29.5% $22.88 +8.4%
493 NBHC NATIONAL BK HLDGS CORP Financial Services 122,797.0 $4.8M 0.01% +10K +9.2% $39.16 +7.2%
494 MYE MYERS INDS INC Consumer Cyclical 227,035.0 $4.8M 0.01% +10K +4.5% $21.18 +16.2%
495 KRT KARAT PACKAGING INC Consumer Cyclical 166,981.0 $4.7M 0.01% +7K +4.5% $27.92 +4.0%
496 CZWI CITIZENS CMNTY BANCORP INC M Financial Services 234,612.0 $4.6M 0.01% NEW $19.80 +4.0%
497 HCC WARRIOR MET COAL INC Energy 48,288.0 $4.5M 0.01% +9K +24.0% $93.15 +6.2%
498 GXO GXO LOGISTICS INCORPORATED Industrials 85,824.0 $4.4M 0.01% $51.85 -5.3%
499 CIVEO CORP CDA 168,023.0 $4.4M 0.01% +6K +3.8% $26.46
500 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 105,725.0 $4.4M 0.01% NEW $41.90 -1.6%
Page 25 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%