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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 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 C CITIGROUP INC Financial Services 131,668.0 $14.7M 0.16% -10K -6.8% $111.76 +28.0%
62 AKAM AKAMAI TECHNOLOGIES INC Technology 84,406.0 $9.8M 0.11% -2K -1.9% $116.04 +7.6%
63 RMD RESMED INC Healthcare 42,216.0 $9.6M 0.10% -930.0 -2.2% $226.96 -16.9%
64 JNJ JOHNSON & JOHNSON Healthcare 37,023.0 $9.1M 0.10% -8K -16.9% $245.01 -6.8%
65 VTR VENTAS INC Real Estate 93,730.0 $7.7M 0.08% -8K -7.9% $82.24 -0.8%
66 AWK AMERICAN WTR WKS CO INC NEW Utilities 55,700.0 $7.6M 0.08% -94K -62.7% $137.27 -8.9%
67 ROK ROCKWELL AUTOMATION INC Industrials 19,364.0 $7.0M 0.08% -3K -11.5% $362.86 +30.6%
68 TEL TE CONNECTIVITY PLC Technology 33,176.0 $7.0M 0.08% -257.0 -0.8% $211.20 +3.0%
69 MET METLIFE INC Financial Services 85,136.0 $6.1M 0.07% -2.1M -96.1% $71.43 +19.8%
70 WMT WALMART INC Consumer Defensive 47,714.0 $6.0M 0.06% -5K -9.5% $124.94 -6.2%
71 DB DEUTSCHE BK AG Financial Services 202,511.0 $5.9M 0.06% -62K -23.3% $29.13 +21.1%
72 RACE FERRARI N V Consumer Cyclical 16,963.0 $5.7M 0.06% -3K -15.0% $335.24 +8.0%
73 TSLA TESLA INC Consumer Cyclical 14,201.0 $5.3M 0.06% -472.0 -3.2% $373.47 +7.2%
74 CAT CATERPILLAR INC Industrials 7,296.0 $5.2M 0.06% -993.0 -12.0% $711.92 +38.5%
75 MDT MEDTRONIC PLC Healthcare 55,306.0 $4.8M 0.05% -27K -32.8% $87.51 -9.3%
76 ADBE ADOBE INC Technology 18,985.0 $4.7M 0.05% -28K -59.6% $245.58 -20.5%
77 ACN ACCENTURE PLC IRELAND Technology 21,967.0 $4.4M 0.05% -20K -47.4% $200.19 -36.1%
78 CL COLGATE PALMOLIVE CO Consumer Defensive 38,608.0 $3.3M 0.04% -1K -2.9% $86.22 +3.8%
79 NEE NEXTERA ENERGY INC Utilities 31,459.0 $2.9M 0.03% -5K -13.0% $93.43 -7.1%
80 ORCL ORACLE CORP Technology 16,413.0 $2.4M 0.03% -1K -7.1% $147.59 +24.9%
Page 4 of 6  ·  115 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%