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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 9 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 QCOM QUALCOMM INC Technology 6,765.0 $875K 0.01% -12K -63.3% $129.41 +74.7%
162 VRT VERTIV HOLDINGS CO Industrials 3,209.0 $809K 0.01% NEW $252.08 +32.1%
163 WM WASTE MGMT INC DEL Industrials 3,370.0 $781K 0.01% -2K -37.6% $231.79 -7.4%
164 MELI MERCADOLIBRE INC Consumer Cyclical 454.0 $776K 0.01% +180.0 +65.7% $1709.90 -4.4%
165 ABT ABBOTT LABORATORIES Healthcare 7,513.0 $773K 0.01% -224K -96.8% $102.86 -14.1%
166 DUK DUKE ENERGY CORP NEW Utilities 5,680.0 $753K 0.01% +1K +35.2% $132.57 -6.6%
167 PDD PDD HOLDINGS INC Consumer Cyclical 7,293.0 $749K 0.01% $102.64 -22.5%
168 CSL CARLISLE COS INC Industrials 2,193.0 $740K 0.01% -140.0 -6.0% $337.43 +7.0%
169 SBUX STARBUCKS CORP Consumer Cyclical 8,161.0 $734K 0.01% $90.00 +11.8%
170 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 9,225.0 $707K 0.01% NEW $76.62 +11.7%
171 O REALTY INCOME CORP Real Estate 11,440.0 $706K 0.01% +4K +63.5% $61.69 -2.4%
172 TW TRADEWEB MKTS INC Financial Services 5,909.0 $699K 0.01% -3K -36.8% $118.36 -15.9%
173 STLA STELLANTIS N.V Consumer Cyclical 98,864.0 $695K 0.01% -37K -27.1% $7.03 -9.8%
174 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,064.0 $678K 0.01% $328.56 +20.6%
175 ICICI BANK LIMITED 26,000.0 $676K 0.01% $26.02
176 CSX CSX CORP Industrials 16,275.0 $671K 0.01% $41.24 +10.7%
177 VRSK VERISK ANALYTICS INC Industrials 3,413.0 $652K 0.01% $190.94 -9.0%
178 PM PHILIP MORRIS INTL INC Consumer Defensive 3,750.0 $623K 0.01% -225.0 -5.7% $166.09 +7.4%
179 HDB HDFC BANK LTD Financial Services 24,000.0 $600K 0.01% $24.99 +0.3%
180 PCAR PACCAR INC Industrials 5,073.0 $589K 0.01% $116.03 +2.5%
Page 9 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%