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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 40 of 41  ·  802 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SRAD SPORTRADAR GROUP AG Technology 16,442.0 $246K NEW $14.97 -15.8%
782 OFIX ORTHOFIX MED INC Healthcare 26,454.0 $242K -3K -11.2% $9.14 +9.5%
783 IYH ISHARES TR 3,589.0 $240K $67.00 +8.9%
784 HOMETRUST BANCSHARES INC 4,809.0 $240K -607.0 -11.2% $49.89
785 XLK SELECT SECTOR SPDR TR 1,225.0 $233K NEW $190.55 -3.9%
786 PPL PPL CORP Utilities 6,390.0 $232K -12.6M -100.0% $36.35 -3.2%
787 CARL CARLSMED INC Healthcare 22,375.0 $232K -3K -11.2% $10.38 +59.0%
788 ARGT GLOBAL X FDS 2,500.0 $230K NEW $91.89 +0.4%
789 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 29,193.0 $229K +4K +14.0% $7.86 +9.2%
790 JYNT JOINT CORP Healthcare 26,120.0 $229K -75K -74.2% $8.78 -6.0%
791 ASML ASML HLDG NV Technology 115.0 $229K NEW $1989.44 -12.0%
792 TUSK MAMMOTH ENERGY SVCS INC Industrials 68,935.0 $224K -85K -55.4% $3.25 -0.6%
793 LGCY LEGACY ED INC Consumer Defensive 18,980.0 $223K -2K -11.2% $11.76 -10.5%
794 RTX RTX CORPORATION Industrials 1,094.0 $208K +45.0 +4.3% $190.02 +11.7%
795 OC OWENS CORNING NEW Industrials 1,285.0 $204K NEW $158.91 -7.4%
796 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 29,697.0 $198K -4K -11.2% $6.67 -16.2%
797 PUTNAM ETF TRUST 22,815.0 $180K NEW $7.91
798 OLPX OLAPLEX HLDGS INC Consumer Cyclical 76,540.0 $157K -10K -11.2% $2.05 +1.0%
799 BRCB BLACK ROCK COFFEE BAR INC Consumer Defensive 17,034.0 $141K NEW $8.29 +4.2%
800 SOC SABLE OFFSHORE CORP Energy 42,143.0 $130K NEW $3.08 +64.6%
Page 40 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%