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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 36 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SITE CTRS CORP 265,634.0 $1.4M 0.00% $5.40
702 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,787.0 $1.4M 0.00% -3K -16.6% $90.67 +5.1%
703 LTC LTC PPTYS INC Real Estate 37,152.0 $1.4M 0.00% $37.16 -4.1%
704 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 18,687.0 $1.4M 0.00% NEW $73.70 +10.4%
705 COHR COHERENT CORP Technology 5,765.0 $1.4M 0.00% +2K +57.0% $238.21 +68.7%
706 EC ECOPETROL S A Energy 90,622.0 $1.4M 0.00% -9K -9.2% $14.99 +2.4%
707 CLH CLEAN HARBORS INC Industrials 4,666.0 $1.3M 0.00% -373.0 -7.4% $286.73 -2.9%
708 ERIE ERIE INDTY CO Financial Services 5,313.0 $1.3M 0.00% -430.0 -7.5% $251.31 -11.0%
709 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 66,407.0 $1.3M 0.00% NEW $19.59 -1.0%
710 CDE COEUR MNG INC Basic Materials 69,229.0 $1.3M 0.00% NEW $18.77 -10.9%
711 SIRI SIRIUSXM HOLDINGS INC Communication Services 56,186.0 $1.3M 0.00% NEW $23.08 +18.9%
712 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,318.0 $1.3M 0.00% -1K -9.9% $125.46 -4.3%
713 FTAI AVIATION LTD 5,268.0 $1.3M 0.00% NEW $245.00
714 TNK TEEKAY TANKERS LTD Energy 17,560.0 $1.3M 0.00% NEW $73.32 -2.3%
715 LH LABCORP HOLDINGS INC Healthcare 4,749.0 $1.3M 0.00% +26.0 +0.6% $266.81 -1.8%
716 HCI HCI GROUP INC Financial Services 8,028.0 $1.2M 0.00% $154.61 -0.5%
717 VFC V F CORP Consumer Cyclical 72,715.0 $1.2M 0.00% $16.99 -2.2%
718 APOS APOLLO GLOBAL MGMT INC Financial Services 11,041.0 $1.2M 0.00% -885.0 -7.4% $111.42 -77.2%
719 CRH PLC 11,644.0 $1.2M 0.00% -2K -14.5% $105.12
720 VIAV VIAVI SOLUTIONS INC Technology 36,778.0 $1.2M 0.00% +640.0 +1.8% $33.28 +46.5%
Page 36 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%