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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 37 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ALNT ALLIENT INC Technology 4,700.0 $484K -390.0 -7.7% $102.93 -3.4%
722 ULCC FRONTIER GROUP HLDGS INC Industrials 60,012.0 $475K -145K -70.8% $7.91 -27.2%
723 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 5,500.0 $453K $82.40 -5.4%
724 PDD PDD HOLDINGS INC Consumer Cyclical 5,721.0 $436K -54K -90.4% $76.28 +17.4%
725 OOMA OOMA INC Communication Services 22,410.0 $431K +3K +15.2% $19.22 +6.7%
726 XOP SPDR SERIES TRUST 2,775.0 $428K $154.26 +21.5%
727 MNRO MONRO INC Consumer Cyclical 24,800.0 $424K NEW $17.11 -30.1%
728 KOP KOPPERS HOLDINGS INC Basic Materials 9,177.0 $412K -7K -44.6% $44.90 +2.2%
729 UMH UMH PPTYS INC Real Estate 26,847.0 $406K -3K -11.2% $15.14 +9.6%
730 USB US BANCORP Financial Services 6,702.0 $405K NEW $60.47 +2.2%
731 IVE ISHARES TR 1,781.0 $405K NEW $227.15 +3.9%
732 MCD MCDONALDS CORP Consumer Cyclical 1,491.0 $402K +373.0 +33.4% $269.85 -0.3%
733 STRATA CRITICAL MEDICAL INC 75,838.0 $400K -9K -10.6% $5.27
734 UTL UNITIL CORP Utilities 7,458.0 $393K -3K -27.0% $52.69 +2.8%
735 ANGLOGOLD ASHANTI PLC 4,756.0 $385K $80.89
736 ESQ ESQUIRE FINL HLDGS INC Financial Services 3,224.0 $384K -1K -29.9% $119.11 -4.8%
737 EMR EMERSON ELEC CO Industrials 2,661.0 $381K NEW $143.17 +8.1%
738 SRI STONERIDGE INC Consumer Cyclical 50,280.0 $368K -27K -35.3% $7.32 -3.3%
739 ASLE AERSALE CORPORATION Industrials 58,094.0 $367K +4K +8.2% $6.32 -12.2%
740 IBCP INDEPENDENT BK CORP MICH Financial Services 10,128.0 $365K -1K -11.2% $36.07 +3.3%
Page 37 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%