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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 36 of 39  ·  767 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ITRN ITURAN LOCATION AND CONTROL Technology 8,107.0 $397K -3K -28.5% $49.01 +29.9%
702 PARK PARK DENTAL PARTNERS INC Healthcare 23,248.0 $390K -16K -40.4% $16.78 +7.1%
703 PLAY DAVE & BUSTERS ENTMT INC Communication Services 35,833.0 $388K -3K -7.9% $10.83 +1.9%
704 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,500.0 $382K $69.37 +13.4%
705 HUM HUMANA INC Healthcare 2,194.0 $380K +39.0 +1.8% $173.38 +105.3%
706 IBCP INDEPENDENT BK CORP MICH Financial Services 11,407.0 $380K -407.0 -3.5% $33.30 +4.4%
707 TUSK MAMMOTH ENERGY SVCS INC Industrials 154,388.0 $378K NEW $2.45 +42.0%
708 SRI STONERIDGE INC Consumer Cyclical 77,702.0 $375K -4K -5.1% $4.83 +49.7%
709 MATW MATTHEWS INTL CORP Industrials 14,496.0 $374K -429K -96.7% $25.82 -1.5%
710 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 370.0 $369K +60.0 +19.4% $996.68 -2.2%
711 ASTL ALGOMA STL GROUP INC Basic Materials 87,067.0 $360K +18K +26.9% $4.13 +19.6%
712 OCFC OCEANFIRST FINL CORP Financial Services 19,783.0 $357K -703.0 -3.4% $18.04 -0.3%
713 STRATA CRITICAL MEDICAL INC 84,833.0 $355K +18K +27.0% $4.18
714 MCD MCDONALDS CORP Consumer Cyclical 1,118.0 $347K +21.0 +1.9% $310.62 -10.6%
715 OFIX ORTHOFIX MED INC Healthcare 29,796.0 $342K -1K -3.4% $11.47 -15.5%
716 RGCO RGC RES INC Utilities 15,435.0 $340K +581.0 +3.9% $22.05 +1.9%
717 IVLU ISHARES TR 8,455.0 $337K NEW $39.86 +5.9%
718 ASLE AERSALE CORPORATION Industrials 53,684.0 $334K +31K +133.3% $6.22 +3.2%
719 REAX THE REAL BROKERAGE INC Real Estate 130,676.0 $327K NEW $2.50 -32.4%
720 FIDELITY GREENWOOD STREET TR 11,929.0 $324K NEW $27.13
Page 36 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%