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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 28 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 SR SPIRE INC Utilities 43,834.0 $3.4M 0.00% -1K -2.5% $78.09 +3.6%
542 ADT ADT INC DEL Industrials 525,065.0 $3.4M 0.00% $6.50 +13.5%
543 POR PORTLAND GEN ELEC CO Utilities 65,715.0 $3.4M 0.00% -9K -11.9% $51.83 -4.3%
544 UMC UNITED MICROELECTRONICS CORP Technology 119,435.0 $3.2M 0.00% NEW $27.21 -32.6%
545 STRL STERLING INFRASTRUCTURE INC Industrials 4,313.0 $3.2M 0.00% -54K -92.5% $752.24 -31.3%
546 EGHT 8X8 INC NEW Technology 1,864,379.0 $3.2M 0.00% -4.8M -72.2% $1.71 +17.4%
547 BKH BLACK HILLS CORP Utilities 42,839.0 $3.2M 0.00% -20K -31.9% $74.40 -3.6%
548 GXO GXO LOGISTICS INCORPORATED Industrials 62,111.0 $3.1M 0.00% -24K -27.6% $50.70 -9.8%
549 CXT CRANE NXT CO Industrials 60,011.0 $3.1M 0.00% -27K -31.1% $51.16 -1.9%
550 TIMB TIM S A Communication Services 142,121.0 $3.0M 0.00% +12K +9.4% $21.42 -16.7%
551 BMY BRISTOL-MYERS SQUIBB CO Healthcare 51,843.0 $3.0M 0.00% +3K +6.8% $57.62 +16.3%
552 CLS CELESTICA INC Technology 8,141.0 $3.0M 0.00% -359.0 -4.2% $364.80 -18.7%
553 MA MASTERCARD INCORPORATED Financial Services 5,769.0 $3.0M 0.00% NEW $514.38 +12.9%
554 GTY GETTY RLTY CORP NEW Real Estate 88,156.0 $2.9M 0.00% -50K -36.4% $33.36 -0.7%
555 NEE NEXTERA ENERGY INC Utilities 33,416.0 $2.9M 0.00% +11K +52.4% $87.85 -4.8%
556 KIM KIMCO REALTY CORP Real Estate 115,143.0 $2.9M 0.00% -950.0 -0.8% $25.35 -5.2%
557 AMSF AMERISAFE INC Financial Services 84,448.0 $2.9M 0.00% +14K +19.9% $33.83 -23.1%
558 STANDARDAERO INC 95,448.0 $2.9M 0.00% +26K +37.1% $29.91
559 ETN EATON CORP PLC Industrials 6,622.0 $2.8M 0.00% NEW $425.58 -1.5%
560 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 58,860.0 $2.8M 0.00% +5K +8.8% $47.13 -2.8%
Page 28 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%