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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 38 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 CSR CENTERSPACE Real Estate 6,497.0 $365K -819.0 -11.2% $56.19 -3.6%
742 TITN TITAN MACHY INC Industrials 17,236.0 $364K -22K -56.4% $21.12 -14.3%
743 ASTL ALGOMA STL GROUP INC Basic Materials 88,825.0 $360K +2K +2.0% $4.05 +12.6%
744 CLAR CLARUS CORP NEW Consumer Cyclical 113,366.0 $357K -111K -49.5% $3.15 +14.6%
745 MATW MATTHEWS INTL CORP Industrials 12,870.0 $346K -2K -11.2% $26.92 -19.5%
746 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 367.0 $343K -3.0 -0.8% $935.40 -0.2%
747 OCFC OCEANFIRST FINL CORP Financial Services 17,563.0 $343K -2K -11.2% $19.53 -2.3%
748 TOST TOAST INC Technology 11,877.0 $330K NEW $27.82 +27.0%
749 BARK BARK INC Consumer Cyclical 33,044.0 $330K NEW $9.98 -0.4%
750 NGS NATURAL GAS SVCS GROUP INC Energy 7,588.0 $327K -3K -31.1% $43.14 -17.7%
751 GARP ISHARES TR 3,905.0 $322K $82.54 -0.0%
752 TSLA TESLA INC Consumer Cyclical 765.0 $322K +52.0 +7.3% $420.36 -17.9%
753 QQQ INVESCO QQQ TR Financial Services 346.0 $315K NEW $909.46 -21.8%
754 RDCM RADCOM LTD Communication Services 21,949.0 $309K -3K -11.2% $14.10 -27.7%
755 TATT TAT TECHNOLOGIES LTD Industrials 6,329.0 $305K -800.0 -11.2% $48.23 -24.9%
756 REAX THE REAL BROKERAGE INC Real Estate 164,168.0 $299K +33K +25.6% $1.82 +51.1%
757 CODI COMPASS DIVERSIFIED Industrials 27,780.0 $296K -32K -53.5% $10.66 +8.4%
758 PEP PEPSICO INC Consumer Defensive 2,165.0 $293K +2K +408.2% $135.41 +4.9%
759 MEI METHODE ELECTRS INC Technology 15,440.0 $293K NEW $18.97 -23.7%
760 TNK TEEKAY TANKERS LTD Energy 4,419.0 $287K -2K -29.4% $64.87 +40.5%
Page 38 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%