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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 30 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 SKM SK TELECOM CO LTD Communication Services 64,543.0 $1.9M 0.00% -20K -23.9% $29.31 +35.3%
582 SNN SMITH & NEPHEW PLC Healthcare 59,303.0 $1.9M 0.00% -16K -21.1% $31.78 -4.5%
583 JD JD.COM INC Consumer Cyclical 63,134.0 $1.9M 0.00% NEW $29.57 -3.3%
584 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 35,102.0 $1.9M 0.00% -3K -7.4% $52.75 +10.7%
585 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 163,049.0 $1.8M 0.00% +7K +4.4% $11.27 +11.1%
586 STANDARDAERO INC 69,637.0 $1.8M 0.00% NEW $25.83
587 XPRO EXPRO GROUP HOLDINGS NV Energy 102,857.0 $1.8M 0.00% -8K -7.4% $17.41 -2.7%
588 VERSIGENT LTD 62,714.0 $1.8M 0.00% NEW $28.10
589 SMTC SEMTECH CORP Technology 22,868.0 $1.8M 0.00% -9K -29.3% $76.89 +106.5%
590 PCYO PURE CYCLE CORP Utilities 172,461.0 $1.7M 0.00% -47K -21.5% $10.06 +3.4%
591 BRT BRT APARTMENTS CORP Real Estate 129,686.0 $1.7M 0.00% +5K +4.2% $13.34 +10.3%
592 ABT ABBOTT LABORATORIES Healthcare 16,357.0 $1.7M 0.00% -3K -14.8% $102.67 -11.9%
593 MOS MOSAIC CO Basic Materials 65,216.0 $1.7M 0.00% -2K -3.1% $25.50 -16.2%
594 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 18,154.0 $1.7M 0.00% -8K -29.3% $91.37 -13.0%
595 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 151,458.0 $1.6M 0.00% +6K +4.4% $10.80 +19.2%
596 PWR QUANTA SVCS INC Industrials 2,918.0 $1.6M 0.00% +122.0 +4.4% $549.02 +26.4%
597 AR ANTERO RESOURCES CORP Energy 37,541.0 $1.6M 0.00% -3K -7.4% $42.44 -16.3%
598 SM SM ENERGY COMPANY Energy 50,179.0 $1.6M 0.00% -79K -61.2% $31.18 +3.8%
599 TFX TELEFLEX INCORPORATED Healthcare 12,680.0 $1.5M 0.00% -466K -97.3% $119.61 +10.1%
600 CSTM CONSTELLIUM SE Basic Materials 60,983.0 $1.5M 0.00% -481K -88.8% $24.58 +39.1%
Page 30 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%