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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 8 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HON HONEYWELL INTL INC Industrials 8,062.0 $1.8M 0.02% $227.24 +0.8%
142 SLB SLB LIMITED Energy 33,168.0 $1.7M 0.02% +18K +117.9% $51.73 -7.0%
143 AMRIZE LTD 28,862.0 $1.6M 0.02% +2K +8.4% $54.49
144 LMT LOCKHEED MARTIN CORP Industrials 2,395.0 $1.5M 0.02% $607.93 -16.0%
145 PFE PFIZER INC Healthcare 49,998.0 $1.4M 0.01% +22K +78.6% $28.14 -10.4%
146 CVX CHEVRON CORPORATION Energy 6,640.0 $1.4M 0.01% -145.0 -2.1% $210.83 -17.6%
147 PNC PNC FINL SVCS GROUP INC Financial Services 6,539.0 $1.4M 0.01% +62.0 +1.0% $209.27 +10.9%
148 BK BANK NEW YORK MELLON CORP Financial Services 11,410.0 $1.3M 0.01% +4K +51.6% $116.20 +22.1%
149 TIGO MILLICOM INTL CELLULAR S A Communication Services 17,260.0 $1.3M 0.01% NEW $75.39 +12.0%
150 TMUS T-MOBILE US INC Communication Services 6,031.0 $1.3M 0.01% -625.0 -9.4% $210.98 -13.9%
151 RPRX ROYALTY PHARMA PLC Healthcare 25,065.0 $1.2M 0.01% -10K -29.4% $48.26 +9.7%
152 ENSG ENSIGN GROUP INC Healthcare 5,858.0 $1.2M 0.01% -7K -55.0% $202.71 -24.2%
153 APP APPLOVIN CORP Technology 2,920.0 $1.2M 0.01% -3K -46.5% $397.73 +18.1%
154 EMR EMERSON ELEC CO Industrials 8,716.0 $1.1M 0.01% -900.0 -9.4% $131.88 +14.2%
155 ALC ALCON AG Healthcare 14,867.0 $1.1M 0.01% +2K +12.2% $75.10 -13.9%
156 AON AON PLC Financial Services 3,402.0 $1.1M 0.01% $326.24 -2.6%
157 D DOMINION ENERGY INC Utilities 17,185.0 $1.1M 0.01% $62.19 +10.0%
158 MO ALTRIA GROUP INC Consumer Defensive 15,290.0 $1.0M 0.01% +6K +73.8% $67.40 +2.6%
159 GS GOLDMAN SACHS GROUP INC Financial Services 1,170.0 $994K 0.01% -925.0 -44.1% $849.84 +29.0%
160 TXN TEXAS INSTRS INC Technology 4,558.0 $889K 0.01% $195.02 +65.5%
Page 8 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%