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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 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 1,509.0 $563K 0.01% -191.0 -11.2% $373.05 -8.4%
82 DUK DUKE ENERGY CORP NEW Utilities 4,380.0 $562K 0.01% -1K -22.9% $128.40 -5.0%
83 NOW SERVICENOW INC Technology 5,030.0 $498K 0.01% -678K -99.3% $99.06 +29.3%
84 UPS UNITED PARCEL SVCS INC Industrials 4,610.0 $498K 0.01% -750.0 -14.0% $108.07 -4.9%
85 PCAR PACCAR INC Industrials 4,073.0 $488K 0.01% -1K -19.7% $119.88 +8.4%
86 ABNB AIRBNB INC Consumer Cyclical 3,339.0 $477K 0.01% -600.0 -15.2% $142.82 +33.2%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,955.0 $437K 0.01% -600.0 -23.5% $223.50 +26.6%
88 ABT ABBOTT LABORATORIES Healthcare 4,718.0 $433K 0.01% -3K -37.2% $91.82 +27.1%
89 INTU INTUIT Technology 1,570.0 $412K 0.01% -6K -80.2% $262.72 +40.8%
90 BSX BOSTON SCIENTIFIC CORP Healthcare 8,568.0 $372K 0.01% -430K -98.0% $43.43 +12.8%
91 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,883.0 $372K 0.01% -111.0 -2.8% $95.78 +23.7%
92 TMO THERMO FISHER SCIENTIFIC INC Healthcare 742.0 $371K 0.01% -45.0 -5.7% $500.34 +25.7%
93 HDB HDFC BANK LTD Financial Services 14,000.0 $361K 0.01% -10K -41.7% $25.78 -8.7%
94 ICICI BANK LIMITED 11,000.0 $319K 0.00% -15K -57.7% $28.97
95 ACN ACCENTURE PLC IRELAND Technology 2,507.0 $312K 0.00% -19K -88.6% $124.44 +49.9%
96 PDD PDD HOLDINGS INC Consumer Cyclical 4,000.0 $305K 0.00% -3K -45.1% $76.13 +14.4%
97 FORTINET INC 1,455.0 $226K 0.00% -2K -59.0% $155.50
98 STLA STELLANTIS N.V Consumer Cyclical 33,991.0 $193K 0.00% -65K -65.6% $5.68 -8.1%
99 INFY INFOSYS LTD Technology 16,000.0 $168K 0.00% -20K -55.6% $10.47 +12.9%
Page 5 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%