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Portfolio (Quarterly) Guide ↗

ABN AMRO Bank N.V.

· CIK 0001561082
13F Portfolio $7.7B AUM 231 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 82 Added 99 Reduced 22 Exited
Page 4 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRVL MARVELL TECHNOLOGY INC Technology 9,264.0 $2.8M 0.04% +4K +78.5% $297.26 -22.9%
62 PEP PEPSICO INC Consumer Defensive 20,237.0 $2.7M 0.04% +928.0 +4.8% $135.83 +6.5%
63 BK BANK OF NY MELLON CORP Financial Services 14,920.0 $2.1M 0.03% +4K +30.8% $143.88 -0.1%
64 ALC ALCON AG Healthcare 26,147.0 $1.8M 0.02% +11K +75.9% $67.42 +9.3%
65 TIGO MILLICOM INTL CELLULAR S A Communication Services 18,854.0 $1.7M 0.02% +2K +9.2% $90.55 +2.7%
66 PNC PNC FINL SVCS GROUP INC Financial Services 6,923.0 $1.7M 0.02% +384.0 +5.9% $245.68 -0.8%
67 VIV TELEFONICA BRASIL SA Communication Services 127,428.0 $1.7M 0.02% +5K +4.2% $13.13 -12.8%
68 AMRIZE LTD 29,092.0 $1.5M 0.02% +230.0 +0.8% $53.10
69 NXPI NXP SEMICONDUCTORS N V Technology 5,178.0 $1.5M 0.02% +3K +161.8% $280.47 -20.7%
70 PFE PFIZER INC Healthcare 54,296.0 $1.3M 0.02% +4K +8.6% $24.06 +16.2%
71 MELI MERCADOLIBRE INC Consumer Cyclical 647.0 $1.1M 0.01% +193.0 +42.5% $1691.34 +15.2%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 3,318.0 $932K 0.01% +2K +82.9% $280.83 -17.7%
73 O REALTY INCOME CORP Real Estate 12,350.0 $779K 0.01% +910.0 +8.0% $63.07 +0.2%
74 VMI VALMONT INDS INC Industrials 1,190.0 $683K 0.01% +430.0 +56.6% $573.67 -16.1%
75 AXON AXON ENTERPRISE INC Industrials 1,080.0 $604K 0.01% +560.0 +107.7% $559.50 +6.8%
76 BBY BEST BUY INC Consumer Cyclical 7,420.0 $576K 0.01% +460.0 +6.6% $77.68 +12.6%
77 CMCSA COMCAST CORP NEW Communication Services 20,925.0 $512K 0.01% +810.0 +4.0% $24.45 +10.5%
78 HAS HASBRO INC Consumer Cyclical 5,748.0 $474K 0.01% +2K +52.4% $82.46 +15.7%
79 WDAY WORKDAY INC Technology 3,454.0 $422K 0.01% +2K +96.7% $122.18 +63.0%
80 WFC WELLS FARGO & CO Financial Services 4,067.0 $335K 0.00% +67.0 +1.7% $82.48 +2.7%
Page 4 of 5  ·  82 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 36.4%
Healthcare 13.8%
Financial Services 12.5%
Industrials 8.5%
Consumer Cyclical 7.4%
Communication Services 6.9%
Consumer Defensive 5.2%
Basic Materials 2.8%
Utilities 2.8%
Real Estate 2.0%