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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 40 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 PTCT PTC THERAPEUTICS INC Healthcare 5,938.0 $484K 0.00% -314.0 -5.0% $81.57 -13.1%
782 ASTS AST SPACEMOBILE INC Technology 5,436.0 $483K 0.00% NEW $88.86 -23.4%
783 NTNX NUTANIX INC Technology 9,305.0 $474K 0.00% -8K -47.5% $50.96 +30.4%
784 KE KIMBALL ELECTRONICS INC Industrials 17,759.0 $455K 0.00% NEW $25.60 -8.2%
785 UNFI UNITED NAT FOODS INC Consumer Defensive 9,825.0 $449K 0.00% -451.0 -4.4% $45.67 +4.3%
786 IONS IONIS PHARMACEUTICALS INC Healthcare 5,578.0 $442K 0.00% -82.0 -1.4% $79.29 -24.4%
787 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 11,721.0 $424K 0.00% $36.20 -24.3%
788 MANH MANHATTAN ASSOCIATES INC Technology 2,963.0 $413K 0.00% -749.0 -20.2% $139.25 +49.6%
789 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,624.0 $410K 0.00% NEW $88.60 -35.8%
790 AMCOR PLC 9,436.0 $409K 0.00% -116K -92.5% $43.35
791 AOS SMITH A O CORP Industrials 6,421.0 $403K -6K -48.2% $62.72 +0.1%
792 NRG NRG ENERGY INC Utilities 2,708.0 $396K -485K -99.4% $146.06 -21.2%
793 HRL HORMEL FOODS CORP Consumer Defensive 15,814.0 $393K +2K +11.2% $24.82 -3.2%
794 GPC GENUINE PARTS CO Consumer Cyclical 3,283.0 $387K $117.98 +13.6%
795 PAYO PAYONEER GLOBAL INC Technology 53,984.0 $384K NEW $7.12 -0.1%
796 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,887.0 $377K -9K -61.3% $64.01 +16.0%
797 ASGN EVERFORTH INC Technology 20,868.0 $373K $17.87 +17.3%
798 ERIE ERIE INDTY CO Financial Services 1,531.0 $367K -4K -71.2% $239.75 +9.7%
799 RPM RPM INTL INC Basic Materials 3,278.0 $364K NEW $111.15 -1.0%
800 CVLT COMMVAULT SYS INC Technology 2,511.0 $356K NEW $141.73 -7.5%
Page 40 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 38.6%
Financial Services 11.9%
Communication Services 10.4%
Healthcare 10.2%
Consumer Cyclical 8.9%
Industrials 7.1%
Consumer Defensive 4.3%
Basic Materials 2.7%
Energy 2.3%
Real Estate 1.8%