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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 34 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 IT GARTNER INC Technology 14,935.0 $1.9M 0.00% +8K +103.0% $129.62 +51.1%
662 PARR PAR PAC HOLDINGS INC Energy 33,782.0 $1.9M 0.00% $56.08 +40.9%
663 HONEYWELL INTL INC 8,458.0 $1.9M 0.00% NEW $223.90
664 HONEYWELL AEROSPACE INC 8,458.0 $1.9M 0.00% NEW $221.08
665 COKE COCA COLA CONS INC Consumer Defensive 9,646.0 $1.8M 0.00% NEW $190.92 -1.0%
666 EMBJ EMBRAER S.A. Industrials 28,743.0 $1.8M 0.00% -32K -52.5% $63.80 +19.0%
667 ZTS ZOETIS INC Healthcare 25,513.0 $1.8M 0.00% +4K +16.0% $71.86 +8.2%
668 EA ELECTRONIC ARTS INC Communication Services 8,939.0 $1.8M 0.00% $205.04 +2.3%
669 BX BLACKSTONE INC Financial Services 15,421.0 $1.8M 0.00% -4K -22.5% $117.67 +21.8%
670 ROL ROLLINS INC Consumer Cyclical 43,187.0 $1.8M 0.00% -87K -66.9% $41.74 -11.6%
671 TV GRUPO TELEVISA S A B Communication Services 653,102.0 $1.8M 0.00% -667K -50.5% $2.71 +2.6%
672 CURB CURBLINE PPTYS CORP Real Estate 57,507.0 $1.7M 0.00% +45K +359.4% $30.40 -3.3%
673 ACCO ACCO BRANDS CORP Industrials 418,745.0 $1.7M 0.00% -115K -21.6% $4.16 +1.9%
674 ATI ATI INC Industrials 8,606.0 $1.7M 0.00% NEW $197.10 +5.0%
675 INSW INTERNATIONAL SEAWAYS INC Energy 22,004.0 $1.7M 0.00% -449.0 -2.0% $76.59 +29.9%
676 CLS CELESTICA INC Technology 4,558.0 $1.7M 0.00% -10K -68.4% $364.80 -18.7%
677 SIRI SIRIUSXM HOLDINGS INC Communication Services 56,186.0 $1.7M 0.00% $29.54 -2.9%
678 CSGP COSTAR GROUP INC Real Estate 57,913.0 $1.6M 0.00% +12K +25.9% $28.32 +13.9%
679 NEBIUS GROUP N.V. 5,853.0 $1.6M 0.00% NEW $276.17
680 PVH PVH CORPORATION Consumer Cyclical 21,572.0 $1.6M 0.00% -619.0 -2.8% $74.26 +5.7%
Page 34 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%