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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 10 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DUK DUKE ENERGY CORP NEW Utilities 4,380.0 $562K 0.01% -1K -22.9% $128.40 -5.0%
182 SPACE EXPLORATION TECHN CORP 3,125.0 $533K 0.01% NEW $170.52
183 FANG DIAMONDBACK ENERGY INC Energy 2,919.0 $512K 0.01% $175.43 +17.2%
184 CMCSA COMCAST CORP NEW Communication Services 20,925.0 $512K 0.01% +810.0 +4.0% $24.45 +10.5%
185 FRO FRONTLINE PLC Energy 14,567.0 $504K 0.01% NEW $34.61 +27.3%
186 NOW SERVICENOW INC Technology 5,030.0 $498K 0.01% -678K -99.3% $99.06 +29.3%
187 UPS UNITED PARCEL SVCS INC Industrials 4,610.0 $498K 0.01% -750.0 -14.0% $108.07 -4.9%
188 PCAR PACCAR INC Industrials 4,073.0 $488K 0.01% -1K -19.7% $119.88 +8.4%
189 ABNB AIRBNB INC Consumer Cyclical 3,339.0 $477K 0.01% -600.0 -15.2% $142.82 +33.2%
190 HAS HASBRO INC Consumer Cyclical 5,748.0 $474K 0.01% +2K +52.4% $82.46 +15.7%
191 OKE ONEOK INC NEW Energy 5,270.0 $468K 0.01% NEW $88.78 +4.8%
192 SWKS SKYWORKS SOLUTIONS INC Technology 6,580.0 $446K 0.01% NEW $67.75 -1.3%
193 WBD WARNER BROS DISCOVERY INC Communication Services 16,595.0 $442K 0.01% $26.61 +7.9%
194 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,955.0 $437K 0.01% -600.0 -23.5% $223.50 +26.6%
195 DASH DOORDASH INC Communication Services 2,368.0 $436K 0.01% $184.16 +24.4%
196 ABT ABBOTT LABORATORIES Healthcare 4,718.0 $433K 0.01% -3K -37.2% $91.82 +27.1%
197 CEG CONSTELLATION ENERGY CORP Utilities 1,728.0 $428K 0.01% $247.88 +10.3%
198 VZ VERIZON COMMUNICATIONS INC Communication Services 9,906.0 $427K 0.01% $43.12 +16.3%
199 WDAY WORKDAY INC Technology 3,454.0 $422K 0.01% +2K +96.7% $122.18 +63.0%
200 REGN REGENERON PHARMACEUTICALS Healthcare 678.0 $422K 0.01% $622.32 +33.1%
Page 10 of 12  ·  231 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%