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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 31 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CAT CATERPILLAR INC Industrials 1,904.0 $2.0M 0.00% -11.0 -0.6% $1064.85 -22.3%
602 RNG RINGCENTRAL INC Technology 51,951.0 $2.0M 0.00% -34K -39.5% $38.98 +71.9%
603 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 22,375.0 $2.0M 0.00% +4K +23.2% $90.01 +21.1%
604 POOL POOL CORP Industrials 9,338.0 $2.0M 0.00% NEW $214.90 -12.5%
605 HUBS HUBSPOT INC Technology 10,899.0 $2.0M 0.00% -32K -74.4% $182.51 +31.5%
606 VIRT VIRTU FINL INC Financial Services 33,369.0 $2.0M 0.00% +6K +23.7% $59.57 +14.0%
607 ICFI ICF INTL INC Industrials 26,503.0 $1.9M 0.00% NEW $72.86 +22.2%
608 UPWK UPWORK INC Industrials 228,883.0 $1.9M 0.00% -2.9M -92.7% $8.36 +3.0%
609 SIRIUSPOINT LTD 79,594.0 $1.9M 0.00% +15K +23.3% $24.00
610 DDI DOUBLEDOWN INTERACTIVE CO LT Technology 165,051.0 $1.9M 0.00% +31K +23.4% $11.48 +12.3%
611 IWS ISHARES TR 11,476.0 $1.9M 0.00% -16K -58.5% $164.65 +4.5%
612 PTC PTC INC Technology 16,513.0 $1.9M 0.00% NEW $113.61 +36.1%
613 IFS INTERCORP FINL SVCS INC Financial Services 32,187.0 $1.8M 0.00% +6K +23.2% $56.96 -3.6%
614 SNN SMITH & NEPHEW PLC Healthcare 62,943.0 $1.8M 0.00% +4K +6.1% $28.81 +1.6%
615 POST POST HLDGS INC Consumer Defensive 20,541.0 $1.8M 0.00% -924.0 -4.3% $88.26 -8.8%
616 SCHZ SCHWAB STRATEGIC TR 77,883.0 $1.8M 0.00% -38K -32.7% $23.13 -1.6%
617 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 68,370.0 $1.8M 0.00% +13K +23.1% $26.08 +29.8%
618 HLMN HILLMAN SOLUTIONS CORP Industrials 208,914.0 $1.8M 0.00% -124K -37.3% $8.44 -0.9%
619 MYRG MYR GROUP INC Industrials 3,515.0 $1.8M 0.00% -78K -95.7% $500.40 -37.9%
620 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 329,911.0 $1.7M 0.00% NEW $5.27 +4.2%
Page 31 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%