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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 35 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 LIBERTY MEDIA CORP DEL 20,945.0 $1.8M 0.00% +350.0 +1.7% $85.02
682 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 82,934.0 $1.8M 0.00% NEW $21.18 +6.0%
683 LPLA LPL FINL HLDGS INC Financial Services 5,793.0 $1.7M 0.00% -768.0 -11.7% $300.83 -5.7%
684 TTD THE TRADE DESK INC Technology 74,469.0 $1.7M 0.00% +55K +289.7% $22.69 -14.4%
685 IP INTERNATIONAL PAPER CO Consumer Cyclical 46,754.0 $1.7M 0.00% -86K -64.7% $35.70 -8.0%
686 LZ LEGALZOOM COM INC Industrials 293,314.0 $1.7M 0.00% +207K +239.2% $5.67 -1.1%
687 RKLB ROCKET LAB CORP Industrials 25,699.0 $1.7M 0.00% +5K +23.1% $64.22 +77.0%
688 INSW INTERNATIONAL SEAWAYS INC Energy 22,453.0 $1.6M 0.00% NEW $72.88 +11.7%
689 ACCO ACCO BRANDS CORP Industrials 534,077.0 $1.6M 0.00% $3.00 +29.7%
690 GNRC GENERAC HLDGS INC Industrials 8,166.0 $1.6M 0.00% +5K +133.3% $195.33 +36.1%
691 ENS ENERSYS Industrials 9,167.0 $1.6M 0.00% +7K +390.5% $173.72 +31.5%
692 CYD CHINA YUCHAI INTL LTD Industrials 41,072.0 $1.6M 0.00% +24K +134.7% $38.50 +46.9%
693 ITW ILLINOIS TOOL WKS INC Industrials 6,004.0 $1.6M 0.00% -555.0 -8.5% $260.29 -3.0%
694 PVH PVH CORPORATION Consumer Cyclical 22,191.0 $1.5M 0.00% NEW $69.76 +10.1%
695 JKHY HENRY JACK & ASSOC INC Technology 9,443.0 $1.5M 0.00% NEW $158.04 -20.0%
696 IRM IRON MTN INC DEL Real Estate 14,603.0 $1.5M 0.00% -1K -7.0% $102.14 +20.9%
697 PGNY PROGYNY INC Healthcare 87,429.0 $1.5M 0.00% NEW $16.98 +52.7%
698 MNDY MONDAY COM LTD Technology 21,323.0 $1.5M 0.00% -35K -62.3% $69.11 +21.2%
699 CMS CMS ENERGY CORP Utilities 18,972.0 $1.5M 0.00% NEW $77.58 -8.6%
700 MAT MATTEL INC Consumer Cyclical 100,958.0 $1.5M 0.00% $14.53 -2.2%
Page 35 of 43  ·  842 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%