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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  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ADBE ADOBE INC Technology 18,047.0 $3.7M 0.05% -938.0 -4.9% $205.07 +34.7%
62 CL COLGATE PALMOLIVE CO Consumer Defensive 37,613.0 $3.5M 0.04% -995.0 -2.6% $91.73 +0.9%
63 FPS FORGENT POWER SOLUTIONS INC Industrials 56,850.0 $3.2M 0.04% -31K -35.4% $55.66 -42.2%
64 ANET ARISTA NETWORKS INC Technology 11,974.0 $2.0M 0.03% -6K -31.8% $168.04 +12.0%
65 NEE NEXTERA ENERGY INC Utilities 20,941.0 $1.8M 0.02% -11K -33.4% $87.57 -4.0%
66 AZO AUTOZONE INC Consumer Cyclical 497.0 $1.6M 0.02% -445.0 -47.2% $3188.76 -5.6%
67 AMGN AMGEN INC Healthcare 3,988.0 $1.4M 0.02% -2K -27.6% $361.41 +22.8%
68 ROST ROSS STORES INC Consumer Cyclical 5,902.0 $1.3M 0.02% -3K -30.7% $212.52 +13.6%
69 DIS DISNEY WALT CO Communication Services 12,519.0 $1.2M 0.02% -1.8M -99.3% $96.13 +15.1%
70 RPRX ROYALTY PHARMA PLC Healthcare 19,985.0 $1.1M 0.01% -5K -20.3% $55.94 +9.6%
71 EMR EMERSON ELEC CO Industrials 7,479.0 $1.1M 0.01% -1K -14.2% $142.90 +10.3%
72 TMUS T-MOBILE US INC Communication Services 5,431.0 $909K 0.01% -600.0 -9.9% $167.40 +9.1%
73 SNPS SYNOPSYS INC Technology 1,918.0 $854K 0.01% -3K -64.1% $445.16 -11.4%
74 CVX CHEVRON CORPORATION Energy 5,100.0 $852K 0.01% -2K -23.2% $167.01 +21.6%
75 MO ALTRIA GROUP INC Consumer Defensive 11,000.0 $809K 0.01% -4K -28.1% $73.57 -6.9%
76 LNG CHENIERE ENERGY INC Energy 3,222.0 $770K 0.01% -122K -97.4% $238.83 +17.6%
77 SLB SLB LIMITED Energy 14,671.0 $681K 0.01% -18K -55.8% $46.44 +16.3%
78 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,764.0 $652K 0.01% -300.0 -14.5% $369.85 -2.6%
79 WM WASTE MGMT INC DEL Industrials 2,918.0 $652K 0.01% -452.0 -13.4% $223.35 +1.4%
80 CSX CSX CORP Industrials 12,375.0 $587K 0.01% -4K -24.0% $47.44 +8.4%
Page 4 of 5  ·  99 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%