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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 7 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 94,023.0 $4.6M 0.04% NEW $48.80 +4.6%
122 INTU INTUIT Technology 6,865.0 $4.5M 0.04% NEW $660.33 -59.6%
123 ADI ANALOG DEVICES INC Technology 15,744.0 $4.3M 0.04% NEW $272.49 +59.4%
124 IBM INTERNATIONAL BUSINESS MACHS Technology 13,416.0 $4.0M 0.04% NEW $299.35 -16.8%
125 CW CURTISS WRIGHT CORP Industrials 7,018.0 $3.9M 0.04% NEW $556.63 +38.7%
126 APP APPLOVIN CORP Technology 5,460.0 $3.7M 0.04% NEW $686.52 -31.6%
127 MDLZ MONDELEZ INTL INC Consumer Defensive 69,130.0 $3.7M 0.04% NEW $53.64 +12.1%
128 LRCX LAM RESEARCH CORP Technology 21,487.0 $3.7M 0.03% NEW $170.17 +128.6%
129 AMD ADVANCED MICRO DEVICES INC Technology 16,258.0 $3.5M 0.03% NEW $213.54 +151.6%
130 ORCL ORACLE CORP Technology 17,663.0 $3.4M 0.03% NEW $194.67 -5.3%
131 CENCORA INC 10,102.0 $3.4M 0.03% NEW $337.01
132 QCOM QUALCOMM INC Technology 18,427.0 $3.2M 0.03% NEW $171.99 +31.5%
133 CL COLGATE PALMOLIVE CO Consumer Defensive 39,750.0 $3.1M 0.03% NEW $78.82 +13.5%
134 AZO AUTOZONE INC Consumer Cyclical 898.0 $3.0M 0.03% NEW $3386.49 -9.5%
135 ANET ARISTA NETWORKS INC Technology 22,447.0 $3.0M 0.03% NEW $131.87 +28.7%
136 NEE NEXTERA ENERGY INC Utilities 36,172.0 $2.9M 0.03% NEW $80.23 +8.1%
137 AXP AMERICAN EXPRESS CO Financial Services 7,670.0 $2.8M 0.03% NEW $370.88 -8.9%
138 SO SOUTHERN CO Utilities 32,215.0 $2.8M 0.03% NEW $87.12 +6.9%
139 ENSG ENSIGN GROUP INC Healthcare 13,019.0 $2.3M 0.02% NEW $176.10 -12.7%
140 URI UNITED RENTALS INC Industrials 2,532.0 $2.1M 0.02% NEW $814.40 +32.2%
Page 7 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%