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Portfolio (Quarterly) Guide ↗

ABN AMRO Bank N.V.

· CIK 0001561082
13F Portfolio $10.6B AUM 231 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 231 New
Page 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VLTO VERALTO CORP Industrials 263,892.0 $26.2M 0.25% NEW $99.44 -15.5%
62 ADSK AUTODESK INC Technology 84,672.0 $25.0M 0.23% NEW $295.43 -34.4%
63 LNG CHENIERE ENERGY INC Energy 126,440.0 $24.4M 0.23% NEW $192.88 +17.7%
64 FORTINET INC 279,006.0 $22.3M 0.21% NEW $79.89
65 AMAT APPLIED MATLS INC Technology 84,739.0 $21.7M 0.20% NEW $256.50 +140.6%
66 WAB WABTEC Industrials 101,977.0 $21.7M 0.20% NEW $213.13 +28.5%
67 PG PROCTER AND GAMBLE CO Consumer Defensive 143,666.0 $20.5M 0.19% NEW $142.97 +5.2%
68 SFM SPROUTS FMRS MKT INC Consumer Defensive 257,588.0 $20.5M 0.19% NEW $79.43 +1.3%
69 MRK MERCK & CO INC Healthcare 191,811.0 $20.2M 0.19% NEW $105.17 +8.3%
70 WELL WELLTOWER INC Real Estate 107,539.0 $19.9M 0.19% NEW $185.15 +11.6%
71 AWK AMERICAN WTR WKS CO INC NEW Utilities 149,343.0 $19.4M 0.18% NEW $130.22 -4.0%
72 JCI JOHNSON CTLS INTL PLC Industrials 158,795.0 $19.0M 0.18% NEW $119.50 +21.2%
73 EBAY EBAY INC. Consumer Cyclical 205,982.0 $17.9M 0.17% NEW $86.84 +24.6%
74 WMS ADVANCED DRAIN SYS INC DEL Industrials 118,756.0 $17.2M 0.16% NEW $144.49 +1.8%
75 MU MICRON TECHNOLOGY INC Technology 58,841.0 $16.9M 0.16% NEW $287.33 +294.7%
76 C CITIGROUP INC Financial Services 141,347.0 $16.5M 0.15% NEW $116.41 +22.9%
77 DE DEERE & CO Industrials 35,324.0 $16.4M 0.15% NEW $464.34 +26.9%
78 ADBE ADOBE INC Technology 46,945.0 $16.4M 0.15% NEW $348.95 -44.1%
79 MCD MCDONALDS CORP Consumer Cyclical 53,627.0 $16.4M 0.15% NEW $305.26 -8.7%
80 ARRY ARRAY TECHNOLOGIES INC Energy 1,727,673.0 $15.9M 0.15% NEW $9.21 -13.2%
Page 4 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 33.8%
Financial Services 18.2%
Healthcare 11.3%
Communication Services 9.0%
Consumer Cyclical 8.8%
Industrials 8.6%
Consumer Defensive 3.2%
Basic Materials 2.8%
Real Estate 1.9%
Energy 1.3%