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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 29 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EPAM EPAM SYS INC Technology 34,553.0 $2.7M 0.00% -2.1M -98.4% $79.35 +39.1%
562 BIO BIO RAD LABS INC Healthcare 9,040.0 $2.7M 0.00% +847.0 +10.3% $293.61 +29.4%
563 AAPL APPLE INC Technology 8,929.0 $2.6M 0.00% +637.0 +7.7% $290.75 +6.4%
564 VST VISTRA CORP Utilities 16,328.0 $2.6M 0.00% $158.63 -14.1%
565 CDP COPT DEFENSE PROPERTIES Real Estate 70,848.0 $2.6M 0.00% $36.39 +2.4%
566 AJG GALLAGHER ARTHUR J & CO Financial Services 11,121.0 $2.6M 0.00% -797K -98.6% $229.65 +14.9%
567 AEP AMERICAN ELEC PWR CO INC Utilities 18,664.0 $2.6M 0.00% -6K -25.6% $136.81 -11.6%
568 NOG NORTHERN OIL & GAS INC Energy 140,382.0 $2.5M 0.00% +111K +383.8% $18.15 +50.6%
569 DFIV DIMENSIONAL ETF TRUST 46,889.0 $2.5M 0.00% -3K -6.1% $54.02 +7.9%
570 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 186,898.0 $2.5M 0.00% +35K +23.4% $13.55 -1.8%
571 THG HANOVER INS GROUP INC Financial Services 11,819.0 $2.5M 0.00% -2K -15.8% $214.12 +4.2%
572 BLDR BUILDERS FIRSTSOURCE INC Industrials 28,126.0 $2.5M 0.00% -1.6M -98.2% $89.47 -21.5%
573 MGA MAGNA INTL INC Consumer Cyclical 37,792.0 $2.5M 0.00% NEW $65.66 +11.3%
574 PEB PEBBLEBROOK HOTEL TR Real Estate 127,731.0 $2.5M 0.00% +24K +23.3% $19.41 -4.8%
575 HTLD HEARTLAND EXPRESS INC Industrials 162,564.0 $2.5M 0.00% NEW $15.22 -15.6%
576 HUM HUMANA INC Healthcare 6,183.0 $2.5M 0.00% +4K +181.8% $397.23 -4.6%
577 BRT BRT APARTMENTS CORP Real Estate 159,062.0 $2.4M 0.00% +29K +22.6% $15.37 -5.3%
578 PB PROSPERITY BANCSHARES INC Financial Services 33,309.0 $2.4M 0.00% -39K -53.6% $73.03 -0.4%
579 FLR FLUOR CORP Industrials 45,966.0 $2.4M 0.00% NEW $52.39 +0.1%
580 FIDELITY GREENWOOD STREET TR 82,420.0 $2.4M 0.00% +70K +590.9% $28.89
Page 29 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%