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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 28 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PRI PRIMERICA INC Financial Services 11,415.0 $2.9M 0.00% +316.0 +2.9% $250.48 +5.0%
542 NXST NEXSTAR MEDIA GROUP INC Communication Services 15,456.0 $2.8M 0.00% +6K +71.1% $180.83 -1.8%
543 HLMN HILLMAN SOLUTIONS CORP Industrials 333,403.0 $2.8M 0.00% -27K -7.4% $8.32 -11.3%
544 SLDE SLIDE INS HLDGS INC Financial Services 153,788.0 $2.8M 0.00% NEW $18.00 -8.3%
545 SCHZ SCHWAB STRATEGIC TR 115,772.0 $2.7M 0.00% +12K +11.3% $23.22 -1.2%
546 TKR TIMKEN CO Industrials 26,401.0 $2.7M 0.00% -2K -7.4% $100.57 +33.9%
547 DHT DHT HOLDINGS INC Energy 142,937.0 $2.6M 0.00% -93K -39.3% $18.27 -10.0%
548 KIM KIMCO REALTY CORP Real Estate 116,093.0 $2.6M 0.00% -416K -78.2% $22.47 +7.9%
549 HUBG HUB GROUP INC Industrials 71,800.0 $2.6M 0.00% +3K +4.8% $36.04 +23.8%
550 DFIV DIMENSIONAL ETF TRUST 49,953.0 $2.6M 0.00% +10K +24.3% $51.16 +7.2%
551 VST VISTRA CORP Utilities 16,366.0 $2.5M 0.00% +1K +7.1% $150.33 -2.3%
552 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 112,718.0 $2.4M 0.00% -108K -48.9% $21.66 +3.3%
553 THG HANOVER INS GROUP INC Financial Services 14,034.0 $2.4M 0.00% +712.0 +5.3% $173.35 +10.1%
554 CLS CELESTICA INC Technology 8,500.0 $2.4M 0.00% $281.68 +37.2%
555 AESI ATLAS ENERGY SOLUTIONS INC Energy 179,765.0 $2.4M 0.00% -26K -12.8% $13.12 +31.7%
556 AN AUTONATION INC Consumer Cyclical 12,056.0 $2.4M 0.00% -991K -98.8% $195.27 -4.8%
557 AMSF AMERISAFE INC Financial Services 70,437.0 $2.3M 0.00% +3K +4.5% $33.33 -5.5%
558 CARR CARRIER GLOBAL CORPORATION Industrials 41,361.0 $2.3M 0.00% +2K +5.9% $56.31 +19.6%
559 VENTURE GLOBAL INC 145,581.0 $2.3M 0.00% NEW $15.76
560 CANADIAN PACIFIC KANSAS CITY 29,130.0 $2.3M 0.00% +5K +20.2% $78.66
Page 28 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%