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Portfolio (Quarterly) Guide ↗

ABN AMRO Bank N.V.

· CIK 0001561082
13F Portfolio $9.3B AUM 228 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 63 Added 115 Reduced 20 Exited
Page 5 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 428,567.0 $15.9M 0.17% +162K +60.5% $37.13 +5.2%
82 CSCO CISCO SYS INC Technology 193,182.0 $15.1M 0.16% +6K +3.3% $78.10 +53.1%
83 JCI JOHNSON CONTROLS INTERNATION Industrials 111,971.0 $14.8M 0.16% -47K -29.5% $132.04 +9.7%
84 DAR DARLING INGREDIENTS INC Consumer Defensive 235,974.0 $14.7M 0.16% +74K +45.8% $62.49 -14.1%
85 C CITIGROUP INC Financial Services 131,668.0 $14.7M 0.16% -10K -6.8% $111.76 +28.0%
86 ETN EATON CORP PLC Industrials 36,441.0 $12.9M 0.14% +1K +3.3% $354.75 +18.9%
87 ARRY ARRAY TECHNOLOGIES INC Energy 1,752,599.0 $12.8M 0.14% +25K +1.4% $7.30 +9.6%
88 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 164,797.0 $12.4M 0.13% +44K +36.9% $75.21 -29.6%
89 OC OWENS CORNING NEW Industrials 113,018.0 $12.4M 0.13% +862.0 +0.8% $109.43 +17.1%
90 FERROVIAL SE 190,769.0 $12.3M 0.13% +22K +13.1% $64.36
91 WMB WILLIAMS COS INC Energy 152,975.0 $11.2M 0.12% +147K +2546.6% $73.11 +0.0%
92 GEN GEN DIGITAL INC Technology 582,135.0 $11.1M 0.12% +127K +27.9% $19.03 +27.1%
93 RTX RTX CORPORATION Industrials 50,802.0 $9.8M 0.11% +8K +19.1% $193.25 -4.0%
94 AKAM AKAMAI TECHNOLOGIES INC Technology 84,406.0 $9.8M 0.11% -2K -1.9% $116.04 +7.6%
95 RMD RESMED INC Healthcare 42,216.0 $9.6M 0.10% -930.0 -2.2% $226.96 -16.9%
96 JNJ JOHNSON & JOHNSON Healthcare 37,023.0 $9.1M 0.10% -8K -16.9% $245.01 -6.8%
97 VTR VENTAS INC Real Estate 93,730.0 $7.7M 0.08% -8K -7.9% $82.24 -0.8%
98 AWK AMERICAN WTR WKS CO INC NEW Utilities 55,700.0 $7.6M 0.08% -94K -62.7% $137.27 -8.9%
99 AYI ACUITY INC Industrials 26,010.0 $7.4M 0.08% +788.0 +3.1% $282.87 +12.2%
100 CRM SALESFORCE INC Technology 38,661.0 $7.3M 0.08% +2K +5.9% $188.10 -19.3%
Page 5 of 12  ·  228 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 31.2%
Healthcare 15.8%
Financial Services 13.2%
Consumer Cyclical 9.7%
Industrials 8.7%
Communication Services 8.4%
Consumer Defensive 3.6%
Basic Materials 3.4%
Real Estate 2.5%
Energy 1.8%