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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 35 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 BWMN BOWMAN CONSULTING GROUP LTD Industrials 27,810.0 $812K 0.00% -2K -7.5% $29.20 +45.7%
682 PAY PAYMENTUS HOLDINGS INC Technology 33,257.0 $803K 0.00% NEW $24.16 +59.0%
683 XLE SELECT SECTOR SPDR TR 14,967.0 $795K 0.00% NEW $53.12 +20.0%
684 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 61,373.0 $791K 0.00% -45K -42.4% $12.89 -2.0%
685 RVTY REVVITY INC Healthcare 7,061.0 $786K 0.00% NEW $111.26 +11.6%
686 ABT ABBOTT LABORATORIES Healthcare 8,338.0 $756K 0.00% -8K -49.0% $90.66 +25.9%
687 RLGT RADIANT LOGISTICS INC Industrials 77,634.0 $734K 0.00% -22K -21.9% $9.46 -8.6%
688 RDVT RED VIOLET INC Technology 11,502.0 $733K 0.00% NEW $63.72 +10.7%
689 STWD STARWOOD PPTY TR INC Real Estate 42,950.0 $724K 0.00% $16.86 -2.7%
690 PRCH PORCH GROUP INC Technology 47,175.0 $710K 0.00% +3K +7.3% $15.04 +13.6%
691 FINV FINVOLUTION GROUP Financial Services 145,807.0 $698K 0.00% +28K +23.5% $4.79 -8.1%
692 CBNK CAPITAL BANCORP INC MD Financial Services 19,823.0 $696K 0.00% -3K -11.2% $35.12 +4.4%
693 AGBK AGI INC Financial Services 95,685.0 $677K 0.00% $7.08 -15.5%
694 TTI TETRA TECHNOLOGIES INC DEL Energy 58,789.0 $666K 0.00% +6K +11.9% $11.33 -36.2%
695 NPK INTERNATIONAL INC 41,828.0 $665K 0.00% -5K -11.2% $15.91
696 METALLUS INC 35,602.0 $665K 0.00% -9K -20.4% $18.69
697 VTEX VTEX Technology 166,037.0 $664K 0.00% -21K -11.2% $4.00 -8.0%
698 MEG ONTERRIS INC Industrials 32,113.0 $649K 0.00% NEW $20.21 -17.8%
699 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 21,668.0 $649K 0.00% -3K -11.2% $29.93 +11.9%
700 PPHC PUBLIC POL HLDG CO INC Industrials 97,594.0 $618K 0.00% +7K +7.5% $6.33 +59.6%
Page 35 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 20.6%
Technology 17.8%
Industrials 14.1%
Healthcare 10.7%
Consumer Cyclical 10.3%
Energy 6.4%
Consumer Defensive 5.9%
Basic Materials 5.1%
Communication Services 3.3%
Utilities 3.3%