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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 11 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INTU INTUIT Technology 1,570.0 $412K 0.01% -6K -80.2% $262.72 +40.8%
202 HONEYWELL INTL INC 1,816.0 $406K 0.01% NEW $223.45
203 HONEYWELL AEROSPACE INC 1,816.0 $401K 0.01% NEW $220.64
204 KMI KINDER MORGAN INC DEL Energy 12,000.0 $383K 0.01% NEW $31.89 -2.8%
205 NVT NVENT ELEC PLC Industrials 2,320.0 $379K 0.01% NEW $163.44 -6.2%
206 BSX BOSTON SCIENTIFIC CORP Healthcare 8,568.0 $372K 0.01% -430K -98.0% $43.43 +12.8%
207 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,883.0 $372K 0.01% -111.0 -2.8% $95.78 +23.7%
208 TMO THERMO FISHER SCIENTIFIC INC Healthcare 742.0 $371K 0.01% -45.0 -5.7% $500.34 +25.7%
209 ALB ALBEMARLE CORP Basic Materials 2,704.0 $364K 0.01% NEW $134.72 +5.0%
210 HDB HDFC BANK LTD Financial Services 14,000.0 $361K 0.01% -10K -41.7% $25.78 -8.7%
211 URI UNITED RENTALS INC Industrials 318.0 $360K 0.01% NEW $1130.78 -4.2%
212 USAR USA RARE EARTH INC Basic Materials 15,750.0 $339K 0.00% NEW $21.54 -15.1%
213 WFC WELLS FARGO & CO Financial Services 4,067.0 $335K 0.00% +67.0 +1.7% $82.48 +2.7%
214 ICICI BANK LIMITED 11,000.0 $319K 0.00% -15K -57.7% $28.97
215 PH PARKER-HANNIFIN CORP Industrials 320.0 $312K 0.00% +20.0 +6.7% $976.32 +3.9%
216 ACN ACCENTURE PLC IRELAND Technology 2,507.0 $312K 0.00% -19K -88.6% $124.44 +49.9%
217 PDD PDD HOLDINGS INC Consumer Cyclical 4,000.0 $305K 0.00% -3K -45.1% $76.13 +14.4%
218 COP CONOCOPHILLIPS Energy 2,858.0 $296K 0.00% $103.74 +28.5%
219 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4,000.0 $291K 0.00% $72.72 +5.0%
220 BIDU BAIDU INC Communication Services 2,450.0 $280K 0.00% $114.08 -19.2%
Page 11 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%