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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 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH AMPHENOL CORP Technology 3,070.0 $383K 0.00% +460.0 +17.6% $124.60 +31.6%
62 UNH UNITEDHEALTH GROUP INC Healthcare 1,221.0 $332K 0.00% +145.0 +13.5% $271.73 +47.6%
63 AMT AMERICAN TOWER CORP Real Estate 1,412.0 $245K 0.00% +149.0 +11.8% $173.73 +1.3%
Page 4 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%