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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $81.4B AUM 837 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 345 Added 344 Reduced 66 Exited
Page 16 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,752.0 $3.4M 0.00% +2K +7.4% $131.58 +2.9%
302 AUGO AURA MINERALS INC Basic Materials 52,799.0 $3.3M 0.00% +44K +499.4% $62.95 +38.6%
303 G GENPACT LIMITED Technology 118,429.0 $3.3M 0.00% +54K +85.0% $27.50 +35.1%
304 ALB ALBEMARLE CORP Basic Materials 23,816.0 $3.2M 0.00% +6K +36.4% $135.03 +6.1%
305 KVUE KENVUE INC Consumer Defensive 160,048.0 $3.1M 0.00% +4K +2.6% $19.11 -0.3%
306 COHR COHERENT CORP Technology 7,469.0 $2.9M 0.00% +2K +29.6% $394.47 -26.6%
307 ENS ENERSYS Industrials 12,422.0 $2.9M 0.00% +3K +35.5% $233.82 -18.8%
308 INSM INSMED INC Healthcare 26,115.0 $2.8M 0.00% +5K +25.7% $106.62 +18.0%
309 LZ LEGALZOOM COM INC Industrials 444,060.0 $2.7M 0.00% +151K +51.4% $6.13 -4.7%
310 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,191.0 $2.3M 0.00% +902.0 +21.0% $437.64 -12.3%
311 VIAV VIAVI SOLUTIONS INC Technology 45,781.0 $2.2M 0.00% +9K +24.5% $47.75 -18.5%
312 MMS MAXIMUS INC Industrials 40,094.0 $2.2M 0.00% +10K +31.5% $53.76 +8.3%
313 CRH PLC 19,697.0 $2.1M 0.00% +8K +69.2% $107.00
314 LIBERTY MEDIA CORP DEL 21,857.0 $2.1M 0.00% +912.0 +4.3% $95.14
315 JKHY HENRY JACK & ASSOC INC Technology 14,706.0 $2.0M 0.00% +5K +55.7% $137.74 +20.7%
316 LPLA LPL FINL HLDGS INC Financial Services 7,163.0 $2.0M 0.00% +1K +23.6% $281.68 +28.3%
317 HSAI HESAI GROUP Consumer Cyclical 109,097.0 $2.0M 0.00% +4K +4.0% $18.22 +4.8%
318 IT GARTNER INC Technology 14,935.0 $1.9M 0.00% +8K +103.0% $129.62 +51.1%
319 ZTS ZOETIS INC Healthcare 25,513.0 $1.8M 0.00% +4K +16.0% $71.86 +8.2%
320 CURB CURBLINE PPTYS CORP Real Estate 57,507.0 $1.7M 0.00% +45K +359.4% $30.40 -3.3%
Page 16 of 18  ·  345 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
Technology 39.2%
Financial Services 12.1%
Healthcare 10.4%
Communication Services 9.1%
Consumer Cyclical 9.1%
Industrials 7.2%
Consumer Defensive 4.4%
Basic Materials 2.8%
Energy 2.4%
Real Estate 1.8%