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Portfolio (Quarterly) Guide ↗

ABN AMRO Bank N.V.

· CIK 0001561082
13F Portfolio $9.3B AUM 228 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 63 Added 115 Reduced 20 Exited
Page 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CENCORA INC 10,190.0 $3.2M 0.04% +88.0 +0.9% $317.77
42 AZO AUTOZONE INC Consumer Cyclical 942.0 $3.2M 0.04% +44.0 +4.9% $3397.73 -9.8%
43 PEP PEPSICO INC Consumer Defensive 19,309.0 $3.0M 0.03% +5K +39.0% $156.51 -9.3%
44 AMGN AMGEN INC Healthcare 5,506.0 $1.9M 0.02% +528.0 +10.6% $353.67 -4.5%
45 INTC INTEL CORP Technology 43,783.0 $1.9M 0.02% +11K +31.8% $44.34 +202.2%
46 SLB SLB LIMITED Energy 33,168.0 $1.7M 0.02% +18K +117.9% $51.73 -7.0%
47 AMRIZE LTD 28,862.0 $1.6M 0.02% +2K +8.4% $54.49
48 PFE PFIZER INC Healthcare 49,998.0 $1.4M 0.01% +22K +78.6% $28.14 -10.4%
49 PNC PNC FINL SVCS GROUP INC Financial Services 6,539.0 $1.4M 0.01% +62.0 +1.0% $209.27 +10.9%
50 BK BANK NEW YORK MELLON CORP Financial Services 11,410.0 $1.3M 0.01% +4K +51.6% $116.20 +22.1%
51 ALC ALCON AG Healthcare 14,867.0 $1.1M 0.01% +2K +12.2% $75.10 -13.9%
52 MO ALTRIA GROUP INC Consumer Defensive 15,290.0 $1.0M 0.01% +6K +73.8% $67.40 +2.6%
53 MELI MERCADOLIBRE INC Consumer Cyclical 454.0 $776K 0.01% +180.0 +65.7% $1709.90 -4.4%
54 DUK DUKE ENERGY CORP NEW Utilities 5,680.0 $753K 0.01% +1K +35.2% $132.57 -6.6%
55 O REALTY INCOME CORP Real Estate 11,440.0 $706K 0.01% +4K +63.5% $61.69 -2.4%
56 CMCSA COMCAST CORP NEW Communication Services 20,115.0 $581K 0.01% +4K +21.4% $28.90 -22.4%
57 UPS UNITED PARCEL SVCS INC Industrials 5,360.0 $517K 0.01% +200.0 +3.9% $96.42 +8.9%
58 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,994.0 $504K 0.01% +234.0 +6.2% $126.27 -15.2%
59 BBY BEST BUY INC Consumer Cyclical 6,960.0 $449K 0.01% +2K +32.3% $64.48 +15.9%
60 PAYX PAYCHEX INC Industrials 4,473.0 $416K 0.00% +1K +37.1% $92.92 +5.7%
Page 3 of 4  ·  63 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 31.2%
Healthcare 15.8%
Financial Services 13.2%
Consumer Cyclical 9.7%
Industrials 8.7%
Communication Services 8.4%
Consumer Defensive 3.6%
Basic Materials 3.4%
Real Estate 2.5%
Energy 1.8%