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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 26 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 GTY GETTY RLTY CORP NEW Real Estate 138,517.0 $4.4M 0.01% -40K -22.4% $31.80 +3.1%
502 BRX BRIXMOR PPTY GROUP INC Real Estate 152,669.0 $4.4M 0.01% -68K -30.9% $28.80 +7.4%
503 BKH BLACK HILLS CORP Utilities 62,908.0 $4.4M 0.01% +4K +7.4% $69.41 +4.0%
504 CNO CNO FINL GROUP INC Financial Services 105,594.0 $4.3M 0.01% -8K -7.4% $41.06 +16.9%
505 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 102,613.0 $4.2M 0.00% -16K -13.6% $41.27 +40.3%
506 BPOP POPULAR INC Financial Services 31,515.0 $4.2M 0.00% +19K +146.1% $134.17 +14.5%
507 GLOBAL INDEMNITY GROUP LLC 153,779.0 $4.2M 0.00% +3K +2.3% $27.23
508 MEC MAYVILLE ENGR CO INC Industrials 232,637.0 $4.2M 0.00% +10K +4.5% $17.95 +87.2%
509 SR SPIRE INC Utilities 44,968.0 $4.1M 0.00% -3K -6.8% $90.54 -11.2%
510 IWS ISHARES TR 27,646.0 $4.0M 0.00% $145.90 +9.3%
511 TJX TJX COS INC NEW Consumer Cyclical 29,266.0 $4.0M 0.00% +3K +13.4% $136.50 +17.0%
512 EVER EVERQUOTE INC Communication Services 256,673.0 $4.0M 0.00% +11K +4.5% $15.42 +25.2%
513 POR PORTLAND GEN ELEC CO Utilities 74,619.0 $3.9M 0.00% -2K -2.4% $52.77 -5.3%
514 EZPW EZCORP INC Financial Services 155,013.0 $3.9M 0.00% +143K +1221.1% $25.38 +23.0%
515 SO SOUTHERN CO Utilities 40,704.0 $3.9M 0.00% +3K +7.1% $96.52 -5.4%
516 CTO CTO RLTY GROWTH INC NEW Real Estate 201,435.0 $3.7M 0.00% +7K +3.4% $18.49 +11.5%
517 WLK WESTLAKE CORPORATION Basic Materials 31,696.0 $3.7M 0.00% NEW $116.82 -27.0%
518 TMO THERMO FISHER SCIENTIFIC INC Healthcare 7,513.0 $3.7M 0.00% +7K +1344.8% $491.54 -4.5%
519 CXT CRANE NXT CO Industrials 87,080.0 $3.5M 0.00% +2K +2.4% $40.59 -9.7%
520 MATIV HOLDINGS INC 404,721.0 $3.5M 0.00% +109K +37.0% $8.70
Page 26 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%