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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 35 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ITW ILLINOIS TOOL WKS INC Industrials 5,875.0 $1.6M 0.00% -129.0 -2.1% $270.47 +4.4%
682 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 18,432.0 $1.6M 0.00% -255.0 -1.4% $85.75 +1.4%
683 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,787.0 $1.6M 0.00% $100.07 +7.9%
684 SBS COMPANHIA DE SANEAMENTO BASI Utilities 269,173.0 $1.6M 0.00% +180K +201.2% $5.78 -20.2%
685 VICR VICOR CORP Technology 4,076.0 $1.5M 0.00% NEW $379.78 -47.2%
686 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 29,580.0 $1.5M 0.00% +5K +19.9% $50.53 -3.0%
687 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 342,998.0 $1.4M 0.00% $4.21 +1.9%
688 PAYP PAYPAY CORP Technology 100,000.0 $1.4M 0.00% $14.33 +7.5%
689 LTC LTC PPTYS INC Real Estate 36,917.0 $1.4M 0.00% -235.0 -0.6% $38.45 +4.7%
690 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 26,388.0 $1.4M 0.00% -2K -6.5% $53.29 +13.5%
691 HCI HCI GROUP INC Financial Services 8,000.0 $1.4M 0.00% $175.25 +4.1%
692 MAT MATTEL INC Consumer Cyclical 100,958.0 $1.4M 0.00% $13.88 +4.5%
693 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 16,599.0 $1.4M 0.00% NEW $83.48 +0.7%
694 CBL CBL & ASSOC PPTYS INC Real Estate 25,755.0 $1.4M 0.00% NEW $53.09 +4.2%
695 PCTY PAYLOCITY HLDG CORP Technology 12,975.0 $1.4M 0.00% NEW $104.53 +46.7%
696 LH LABCORP HOLDINGS INC Healthcare 4,816.0 $1.3M 0.00% +67.0 +1.4% $280.00 +20.1%
697 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 66,407.0 $1.3M 0.00% $20.18 +7.0%
698 PHI PLDT INC Communication Services 75,553.0 $1.3M 0.00% +64K +581.6% $17.52 +10.6%
699 DKNG DRAFTKINGS INC NEW Consumer Cyclical 52,313.0 $1.3M 0.00% +23K +76.5% $25.26 +3.6%
700 CLH CLEAN HARBORS INC Industrials 4,414.0 $1.3M 0.00% -252.0 -5.4% $298.75 +5.8%
Page 35 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%