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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 33 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 FCX FREEPORT MCMORAN INC Basic Materials 37,883.0 $2.4M 0.00% -8K -17.3% $62.89 +21.9%
642 CARR CARRIER GLOBAL CORPORATION Industrials 32,141.0 $2.4M 0.00% -6K -14.9% $73.35 -17.7%
643 MQ MARQETA INC Technology 572,805.0 $2.3M 0.00% -250K -30.4% $4.06 +303.0%
644 CDW CDW CORP Technology 16,324.0 $2.3M 0.00% -2K -11.7% $140.64 -2.4%
645 ECPG ENCORE CAP GROUP INC Financial Services 24,468.0 $2.3M 0.00% NEW $93.29 +8.5%
646 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,191.0 $2.3M 0.00% +902.0 +21.0% $437.64 -12.3%
647 FIVE FIVE BELOW INC Consumer Cyclical 12,384.0 $2.2M 0.00% -119.0 -0.9% $179.79 +39.2%
648 CSTM CONSTELLIUM SE Basic Materials 69,589.0 $2.2M 0.00% NEW $31.87 -15.2%
649 VIAV VIAVI SOLUTIONS INC Technology 45,781.0 $2.2M 0.00% +9K +24.5% $47.75 -18.5%
650 BLACKSTONE DIGITAL INFRASTRU 101,000.0 $2.2M 0.00% NEW $21.63
651 MMS MAXIMUS INC Industrials 40,094.0 $2.2M 0.00% +10K +31.5% $53.76 +8.3%
652 EPAM EPAM SYS INC Technology 26,890.0 $2.1M 0.00% -27K -50.2% $79.35 +39.1%
653 CRH PLC 19,697.0 $2.1M 0.00% +8K +69.2% $107.00
654 LIBERTY MEDIA CORP DEL 21,857.0 $2.1M 0.00% +912.0 +4.3% $95.14
655 JKHY HENRY JACK & ASSOC INC Technology 14,706.0 $2.0M 0.00% +5K +55.7% $137.74 +20.7%
656 LPLA LPL FINL HLDGS INC Financial Services 7,163.0 $2.0M 0.00% +1K +23.6% $281.68 +28.3%
657 RF REGIONS FINANCIAL CORP NEW Financial Services 66,787.0 $2.0M 0.00% -10K -12.6% $30.20 +0.7%
658 HII HUNTINGTON INGALLS INDS INC Industrials 7,177.0 $2.0M 0.00% $279.89 +6.5%
659 HSAI HESAI GROUP Consumer Cyclical 109,097.0 $2.0M 0.00% +4K +4.0% $18.22 +4.8%
660 IONQ IONQ INC Technology 37,151.0 $2.0M 0.00% NEW $53.26 -15.8%
Page 33 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%