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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 29 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ELAN ELANCO ANIMAL HEALTH INC Healthcare 174,003.0 $4.3M 0.01% $24.61 -2.6%
562 SWK STANLEY BLACK & DECKER INC Industrials 44,930.0 $4.2M 0.01% -382.0 -0.8% $94.12 +6.3%
563 INGERSOLL RAND INC 51,576.0 $4.2M 0.01% -18K -25.4% $81.99
564 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 79,924.0 $4.2M 0.01% -83K -50.9% $52.85 +1.2%
565 EFX EQUIFAX INC Industrials 26,555.0 $4.2M 0.01% -2K -7.1% $158.72 +21.4%
566 PCRX PACIRA BIOSCIENCES INC Healthcare 164,014.0 $4.2M 0.01% +6K +3.7% $25.37 -2.8%
567 RJF RAYMOND JAMES FINL INC Financial Services 27,105.0 $4.1M 0.01% -117K -81.1% $152.03 +15.2%
568 ESNT ESSENT GROUP LTD Financial Services 63,909.0 $4.1M 0.01% -384.0 -0.6% $64.28 +5.9%
569 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 13,927.0 $4.1M 0.01% +8K +118.7% $293.18 +4.1%
570 YALA YALLA GROUP LTD Technology 741,758.0 $4.1M 0.01% -226K -23.3% $5.49 +2.7%
571 FIS FIDELITY NATL INFORMATION SV Technology 104,623.0 $4.1M 0.01% -27K -20.4% $38.88 +6.3%
572 CRS CARPENTER TECHNOLOGY CORP Industrials 6,512.0 $4.0M 0.01% $616.84 -20.2%
573 ESRT EMPIRE ST RLTY TR INC Real Estate 740,000.0 $4.0M 0.01% +65K +9.6% $5.41 -10.9%
574 HEI HEICO CORP NEW Industrials 11,122.0 $4.0M 0.01% +101.0 +0.9% $356.19 -0.3%
575 GIII G III APPAREL GROUP LTD Consumer Cyclical 117,339.0 $4.0M 0.01% -736.0 -0.6% $33.71 +0.2%
576 RKLB ROCKET LAB CORP Industrials 38,710.0 $3.9M 0.01% +13K +50.6% $101.65 -28.6%
577 TENB TENABLE HLDGS INC Technology 106,244.0 $3.9M 0.01% +44K +71.7% $36.88 -6.8%
578 CIG CIA ENERGETICA DE MINAS GERA Utilities 1,857,501.0 $3.9M 0.01% -950K -33.8% $2.10 -8.6%
579 UPWK UPWORK INC Industrials 465,443.0 $3.9M 0.01% +106K +29.5% $8.36 +3.0%
580 CVNA CARVANA CO Consumer Cyclical 58,955.0 $3.9M 0.01% +46K +370.1% $65.82 +6.2%
Page 29 of 42  ·  837 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%