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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM 842 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 381 Added 317 Reduced 49 Exited
Page 3 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SO SOUTHERN CO Utilities 9,676.0 $934K 0.00% NEW $96.52 -5.3%
42 APA APA CORPORATION Energy 19,313.0 $820K 0.00% NEW $42.44 -11.6%
43 ASGN ASGN INC Technology 20,868.0 $808K 0.00% NEW $38.71 -45.9%
44 CXW CORECIVIC INC Real Estate 36,900.0 $698K 0.00% NEW $18.91 +30.8%
45 ORA ORMAT TECHNOLOGIES INC Utilities 6,112.0 $684K 0.00% NEW $111.92 +23.0%
46 TDG TRANSDIGM GROUP INC Industrials 547.0 $634K 0.00% NEW $1158.96 +4.2%
47 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,083.0 $612K 0.00% NEW $150.00 -5.6%
48 MKC MCCORMICK & CO INC Consumer Defensive 10,798.0 $545K 0.00% NEW $50.44 -5.2%
49 BE BLOOM ENERGY CORP Industrials 3,666.0 $497K 0.00% NEW $135.49 +85.3%
50 SANDISK CORP 731.0 $464K 0.00% NEW $635.34
51 REX REX AMERICAN RES CORP Basic Materials 10,120.0 $461K 0.00% NEW $45.57 -1.7%
52 FANG DIAMONDBACK ENERGY INC Energy 2,258.0 $447K 0.00% NEW $197.79 -0.0%
53 GSL GLOBAL SHIP LEASE INC Industrials 11,714.0 $436K 0.00% NEW $37.23 +1.7%
54 CARS CARS COM INC Consumer Cyclical 52,494.0 $426K 0.00% NEW $8.12 +15.6%
55 IONS IONIS PHARMACEUTICALS INC Healthcare 5,660.0 $425K 0.00% NEW $75.09 -2.1%
56 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 11,721.0 $388K 0.00% NEW $33.07 +1.7%
57 CROX CROCS INC Consumer Cyclical 4,485.0 $372K 0.00% NEW $83.02 +46.8%
58 GFL GFL ENVIRONMENTAL INC Industrials 8,325.0 $347K NEW $41.72 -16.1%
59 VIST VISTA ENERGY S.A.B. DE C.V. Energy 4,595.0 $347K NEW $75.47 -2.4%
60 CURB CURBLINE PPTYS CORP Real Estate 12,517.0 $323K NEW $25.79 +13.4%
Page 3 of 4  ·  67 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 33.7%
Financial Services 13.1%
Communication Services 11.1%
Healthcare 10.7%
Consumer Cyclical 9.6%
Industrials 6.8%
Consumer Defensive 4.7%
Basic Materials 3.5%
Energy 3.3%
Real Estate 1.8%