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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 36 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 KELYA KELLY SVCS INC Industrials 105,892.0 $1.3M 0.00% $12.28 +39.2%
702 EC ECOPETROL S A Energy 90,622.0 $1.3M 0.00% $14.24 +23.1%
703 ENIC ENEL CHILE SA Utilities 285,642.0 $1.3M 0.00% +15K +5.5% $4.50 -1.3%
704 MKC MCCORMICK & CO INC Consumer Defensive 25,388.0 $1.3M 0.00% +15K +135.1% $50.42 +9.9%
705 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 27,702.0 $1.3M 0.00% +7K +31.2% $45.91 +21.5%
706 AVTR AVANTOR INC Healthcare 124,432.0 $1.2M 0.00% $9.90 +46.1%
707 APOS APOLLO GLOBAL MGMT INC 10,327.0 $1.2M 0.00% -714.0 -6.5% $118.31
708 SMURFIT WESTROCK PLC 25,600.0 $1.2M 0.00% $46.26
709 CLX CLOROX CO DEL Consumer Defensive 12,395.0 $1.2M 0.00% -43K -77.6% $95.44 +11.8%
710 TBLA TABOOLA.COM LTD Communication Services 228,556.0 $1.1M 0.00% NEW $5.00 -25.4%
711 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,365.0 $1.1M 0.00% $338.15 +1.0%
712 AMBA AMBARELLA INC Technology 13,063.0 $1.1M 0.00% +80.0 +0.6% $85.80 -14.1%
713 PGNY PROGYNY INC Healthcare 38,308.0 $1.1M 0.00% -49K -56.2% $28.83 -11.0%
714 AGCO AGCO CORP Industrials 9,135.0 $1.1M 0.00% $119.70 -10.8%
715 ONON ON HLDG AG Consumer Cyclical 30,677.0 $1.1M 0.00% $35.42 -15.2%
716 NHC NATIONAL HEALTHCARE CORP Healthcare 5,052.0 $1.1M 0.00% -493.0 -8.9% $211.36 +10.4%
717 HUM HUMANA INC Healthcare 2,618.0 $1.0M 0.00% -92K -97.2% $397.22 -4.6%
718 CRI CARTERS INC Consumer Cyclical 24,972.0 $1.0M 0.00% -134K -84.3% $41.16 -13.1%
719 TTD THE TRADE DESK INC Technology 56,812.0 $1.0M 0.00% -18K -23.7% $18.08 -27.1%
720 APA APA CORPORATION Energy 31,390.0 $1.0M 0.00% +12K +62.5% $32.57 +33.2%
Page 36 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%