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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 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 13,886.0 $2.0M 0.02% NEW $143.11 -0.8%
142 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 118,816.0 $1.9M 0.02% NEW $15.80 +6.1%
143 GS GOLDMAN SACHS GROUP INC Financial Services 2,095.0 $1.8M 0.02% NEW $876.12 +25.2%
144 AMGN AMGEN INC Healthcare 4,978.0 $1.6M 0.01% NEW $326.64 +3.4%
145 BE BLOOM ENERGY CORP Industrials 18,680.0 $1.6M 0.01% NEW $86.58 +279.9%
146 PNR PENTAIR PLC Industrials 15,172.0 $1.6M 0.01% NEW $104.08 -28.6%
147 HON HONEYWELL INTL INC Industrials 8,062.0 $1.6M 0.01% NEW $195.09 +17.4%
148 VIV TELEFONICA BRASIL SA Communication Services 128,159.0 $1.5M 0.01% NEW $11.82 +6.5%
149 STLA STELLANTIS N.V Consumer Cyclical 135,654.0 $1.5M 0.01% NEW $11.05 -42.6%
150 AMRIZE LTD 26,617.0 $1.5M 0.01% NEW $54.74
151 RPRX ROYALTY PHARMA PLC Healthcare 35,494.0 $1.4M 0.01% NEW $38.85 +36.3%
152 TMUS T-MOBILE US INC Communication Services 6,656.0 $1.3M 0.01% NEW $202.36 -10.2%
153 PNC PNC FINL SVCS GROUP INC Financial Services 6,477.0 $1.3M 0.01% NEW $207.08 +12.1%
154 COIN COINBASE GLOBAL INC Financial Services 5,600.0 $1.3M 0.01% NEW $228.86 -28.7%
155 EMR EMERSON ELEC CO Industrials 9,616.0 $1.3M 0.01% NEW $132.74 +13.5%
156 INTC INTEL CORP Technology 33,208.0 $1.2M 0.01% NEW $36.83 +263.8%
157 AON AON PLC Financial Services 3,402.0 $1.2M 0.01% NEW $352.08 -9.8%
158 WM WASTE MGMT INC DEL Industrials 5,405.0 $1.2M 0.01% NEW $220.92 -2.9%
159 SHOP SHOPIFY INC Technology 7,193.0 $1.2M 0.01% NEW $160.94 -32.4%
160 LMT LOCKHEED MARTIN CORP Industrials 2,395.0 $1.2M 0.01% NEW $482.07 +6.0%
Page 8 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%