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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $7.7B AUM 724 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 90 New 343 Added 178 Reduced 25 Exited
Page 10 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DOV DOVER CORP Industrials 12,137.0 $2.5M 0.03% +1K +10.2% $208.45 +7.3%
182 DXCM DEXCOM INC Healthcare 39,851.0 $2.5M 0.03% +433.0 +1.1% $62.80 +15.4%
183 AME AMETEK INC Industrials 11,613.0 $2.5M 0.03% +2K +15.7% $214.36 +10.8%
184 ZTS ZOETIS INC Healthcare 21,040.0 $2.5M 0.03% +1K +7.4% $118.21 -33.4%
185 MPWR MONOLITHIC PWR SYS INC Technology 2,274.0 $2.5M 0.03% +43.0 +1.9% $1093.35 +43.0%
186 TYL TYLER TECHNOLOGIES INC Technology 7,203.0 $2.5M 0.03% +4K +155.0% $342.38 -18.5%
187 KEYS KEYSIGHT TECHNOLOGIES INC Technology 8,503.0 $2.4M 0.03% +2K +26.7% $282.37 +28.8%
188 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 32,849.0 $2.4M 0.03% +632.0 +2.0% $72.69 +3.3%
189 ICICI BANK LIMITED 90,886.0 $2.4M 0.03% +27K +41.8% $25.90
190 PSA PUBLIC STORAGE OPER CO Real Estate 8,623.0 $2.3M 0.03% +836.0 +10.7% $270.88 +17.4%
191 APOS APOLLO GLOBAL MGMT INC Financial Services 20,714.0 $2.3M 0.03% +1K +5.4% $111.42 -77.0%
192 BDX BECTON DICKINSON & CO Healthcare 14,661.0 $2.3M 0.03% +1K +10.9% $157.23 -8.4%
193 ENTERGY CORP NEW 20,490.0 $2.3M 0.03% +815.0 +4.1% $112.36
194 GIS GENERAL MILLS INC Consumer Defensive 60,876.0 $2.3M 0.03% +10K +20.4% $37.22 -10.2%
195 KR KROGER CO Consumer Defensive 31,121.0 $2.3M 0.03% +435.0 +1.4% $72.36 -21.8%
196 TER TERADYNE INC Technology 7,503.0 $2.2M 0.03% +1K +15.7% $296.46 +47.7%
197 STZ CONSTELLATION BRANDS INC Consumer Defensive 14,638.0 $2.2M 0.03% +3K +25.1% $150.00 -5.9%
198 OTIS OTIS WORLDWIDE CORP Industrials 28,467.0 $2.2M 0.03% +5K +20.4% $77.08 -4.9%
199 VTR VENTAS INC Real Estate 26,770.0 $2.2M 0.03% +2K +7.3% $81.78 -0.2%
200 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 67,289.0 $2.2M 0.03% +2K +2.7% $32.01 +1.5%
Page 10 of 18  ·  343 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 34.9%
Financial Services 12.5%
Consumer Cyclical 11.4%
Healthcare 10.2%
Industrials 9.9%
Communication Services 7.5%
Consumer Defensive 3.9%
Basic Materials 3.1%
Real Estate 2.4%
Energy 2.2%