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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 11 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INSM INSMED INC Healthcare 13,143.0 $2.1M 0.03% +3K +31.6% $163.52 -41.4%
202 FNV FRANCO NEV CORP Basic Materials 8,690.0 $2.1M 0.03% +2K +21.5% $246.82 -11.2%
203 IDXX IDEXX LABS INC Healthcare 3,790.0 $2.1M 0.03% +268.0 +7.6% $561.89 +0.0%
204 KHC KRAFT HEINZ CO Consumer Defensive 94,501.0 $2.1M 0.03% +16K +19.9% $22.49 +1.5%
205 HIG HARTFORD INSURANCE GROUP INC Financial Services 15,597.0 $2.1M 0.03% +2K +11.6% $135.23 -5.2%
206 YUM YUM BRANDS INC Consumer Cyclical 13,522.0 $2.1M 0.03% +440.0 +3.4% $155.48 -2.2%
207 CVNA CARVANA CO Consumer Cyclical 6,651.0 $2.1M 0.03% +637.0 +10.6% $314.38 -78.8%
208 ACGL ARCH CAP GROUP LTD Financial Services 20,535.0 $2.0M 0.03% +3K +20.4% $95.99 -5.0%
209 NDAQ NASDAQ INC Financial Services 22,537.0 $1.9M 0.03% +4K +24.0% $84.89 -3.1%
210 NTRA NATERA INC Healthcare 9,346.0 $1.9M 0.02% +3K +44.6% $199.99 +15.7%
211 MSCI MSCI INC Financial Services 3,346.0 $1.8M 0.02% +433.0 +14.9% $539.01 +7.8%
212 BE BLOOM ENERGY CORP Industrials 12,508.0 $1.7M 0.02% +458.0 +3.8% $135.49 +142.8%
213 NUE NUCOR CORP Basic Materials 9,969.0 $1.7M 0.02% +2K +25.4% $169.10 +44.2%
214 HBAN HUNTINGTON BANCSHARES INC Financial Services 105,926.0 $1.7M 0.02% +25K +30.3% $15.65 +7.7%
215 RKLB ROCKET LAB CORP Industrials 25,767.0 $1.7M 0.02% +4K +18.0% $64.22 +67.0%
216 HPE HEWLETT PACKARD ENTERPRISE C Technology 68,958.0 $1.6M 0.02% +4K +5.5% $23.81 +99.1%
217 IQVIA HLDGS INC 9,557.0 $1.6M 0.02% +3K +51.1% $170.54
218 NRG NRG ENERGY INC Utilities 10,951.0 $1.6M 0.02% +2K +20.1% $146.14 -7.6%
219 CNP CENTERPOINT ENERGY INC Utilities 36,817.0 $1.6M 0.02% +4K +11.6% $43.16 -0.8%
220 FE FIRSTENERGY CORP Utilities 31,149.0 $1.6M 0.02% +3K +11.8% $50.66 -8.3%
Page 11 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%