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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 35 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 24,406.0 $547K 0.00% +4K +20.2% $22.43 +14.3%
682 UTL UNITIL CORP Utilities 10,219.0 $534K 0.00% -362.0 -3.4% $52.24 -3.1%
683 CCBG CAPITAL CITY BANK Financial Services 12,206.0 $530K 0.00% -435.0 -3.4% $43.46 +4.1%
684 UNL UNITED STS 12 MONTH NAT GAS Financial Services 76,380.0 $527K 0.00% NEW $6.90 -6.2%
685 IVV ISHARES TR 801.0 $523K 0.00% NEW $653.21 +13.7%
686 XOP SPDR SERIES TRUST 2,775.0 $505K 0.00% $181.83 -7.4%
687 ESQ ESQUIRE FINL HLDGS INC Financial Services 4,601.0 $495K 0.00% +1K +42.7% $107.50 +2.6%
688 THR THERMON GROUP HLDGS INC Industrials 9,734.0 $491K 0.00% -2K -17.4% $50.40 +21.3%
689 CPF CENTRAL PAC FINL CORP Financial Services 14,814.0 $473K -531.0 -3.5% $31.96 +10.4%
690 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 19,895.0 $472K -3K -14.7% $23.74 +41.4%
691 CODI COMPASS DIVERSIFIED Industrials 59,717.0 $469K NEW $7.86 +31.9%
692 ANGLOGOLD ASHANTI PLC 4,756.0 $463K -10K -67.4% $97.36
693 TNK TEEKAY TANKERS LTD Energy 6,255.0 $459K -2K -22.4% $73.32 -2.3%
694 HBNC HORIZON BANCORP IND Financial Services 27,552.0 $457K -983.0 -3.4% $16.57 +14.1%
695 TTI TETRA TECHNOLOGIES INC DEL Energy 52,546.0 $448K -19K -26.1% $8.52 +16.4%
696 LEGH LEGACY HOUSING CORP Consumer Cyclical 21,381.0 $437K -14K -39.2% $20.43 +17.4%
697 UMH UMH PPTYS INC Real Estate 30,239.0 $436K -1K -3.4% $14.43 +4.8%
698 PNC PNC FINL SVCS GROUP INC Financial Services 90.0 $435K NEW $4832.74 -95.3%
699 CSR CENTERSPACE Real Estate 7,316.0 $420K -2K -20.8% $57.45 +0.1%
700 NGS NATURAL GAS SVCS GROUP INC Energy 11,014.0 $416K -2K -13.5% $37.74 +8.9%
Page 35 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%