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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 30 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BA BOEING CO Industrials 17,844.0 $3.9M 0.01% $216.47 -1.0%
582 WCN WASTE CONNECTIONS INC Industrials 23,160.0 $3.9M 0.01% -6K -19.5% $166.69 +1.6%
583 ALC ALCON AG Healthcare 57,133.0 $3.8M 0.01% +16K +40.0% $67.10 +9.7%
584 DV DOUBLEVERIFY HLDGS INC Technology 349,097.0 $3.8M 0.01% +150K +74.9% $10.84 +22.8%
585 WU WESTERN UN CO Financial Services 490,608.0 $3.8M 0.01% -46K -8.6% $7.70 -5.3%
586 CRWV COREWEAVE INC Technology 37,843.0 $3.8M 0.01% -27K -42.0% $99.54 -11.7%
587 BNTX BIONTECH SE Healthcare 39,967.0 $3.7M 0.01% NEW $93.05 +25.3%
588 EBF ENNIS INC Industrials 174,713.0 $3.7M 0.01% -53K -23.3% $21.25 +1.5%
589 BAND BANDWIDTH INC Technology 58,041.0 $3.7M 0.01% NEW $63.30 -24.9%
590 WMB WILLIAMS COS INC Energy 49,182.0 $3.7M 0.00% $74.34 -5.2%
591 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 29,539.0 $3.6M 0.00% -12K -29.2% $123.29 +9.1%
592 YUMC YUM CHINA HLDGS INC Consumer Cyclical 88,210.0 $3.6M 0.00% $40.87 +21.2%
593 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 98,157.0 $3.6M 0.00% -6K -5.9% $36.41 +4.8%
594 NESR NATIONAL ENERGY SERVICES REU Energy 118,382.0 $3.5M 0.00% NEW $29.93 +10.4%
595 THG HANOVER INS GROUP INC Financial Services 16,472.0 $3.5M 0.00% -202.0 -1.2% $214.12 +4.2%
596 SCHL SCHOLASTIC CORP Communication Services 75,723.0 $3.5M 0.00% +14K +21.9% $46.00 -12.7%
597 AZO AUTOZONE INC Consumer Cyclical 1,088.0 $3.5M 0.00% +158.0 +17.0% $3195.94 -7.4%
598 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,163,594.0 $3.4M 0.00% -28K -2.3% $2.93 +35.5%
599 AWK AMERICAN WTR WKS CO INC NEW Utilities 25,752.0 $3.4M 0.00% +2K +7.4% $131.58 +2.9%
600 KKR KKR & CO INC 36,328.0 $3.3M 0.00% -6K -14.1% $91.78
Page 30 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%