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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 13 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NDSN NORDSON CORP Industrials 4,470.0 $1.2M 0.01% +2K +58.5% $266.06 +11.2%
242 VICI VICI PPTYS INC Real Estate 43,423.0 $1.2M 0.01% +3K +7.2% $27.32 -3.8%
243 DOW DOW HLDGS INC Basic Materials 28,026.0 $1.2M 0.01% +4K +15.9% $41.65 -23.8%
244 CHD CHURCH & DWIGHT CO INC Consumer Defensive 12,264.0 $1.1M 0.01% +4K +43.5% $93.32 +2.5%
245 HEICO CORP NEW 5,380.0 $1.1M 0.01% +1K +24.3% $211.09
246 HRL HORMEL FOODS CORP Consumer Defensive 49,846.0 $1.1M 0.01% +13K +36.9% $22.65 +6.7%
247 PPG PPG INDS INC Basic Materials 10,525.0 $1.1M 0.01% +958.0 +10.0% $106.88 +10.6%
248 WMG WARNER MUSIC GROUP CORP Communication Services 44,036.0 $1.1M 0.01% +21K +89.5% $25.54 +10.3%
249 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,889.0 $1.1M 0.01% +144.0 +8.2% $592.98 -9.5%
250 DD DUPONT DE NEMOURS INC Basic Materials 24,431.0 $1.1M 0.01% +2K +11.3% $45.80 +4.2%
251 BR BROADRIDGE FINL SOLUTIONS IN Technology 6,789.0 $1.1M 0.01% +596.0 +9.6% $162.48 -15.3%
252 BIIB BIOGEN INC Healthcare 5,976.0 $1.1M 0.01% +1K +23.8% $183.33 +7.2%
253 MAS MASCO CORP Industrials 18,103.0 $1.1M 0.01% +5K +37.0% $60.37 +23.2%
254 ACM AECOM Industrials 12,804.0 $1.1M 0.01% +124.0 +1.0% $84.82 -18.9%
255 BAP CREDICORP LTD Financial Services 3,190.0 $1.1M 0.01% +490.0 +18.1% $339.18 +12.8%
256 RF REGIONS FINANCIAL CORP NEW Financial Services 41,085.0 $1.1M 0.01% +1K +2.7% $26.12 +9.6%
257 LPLA LPL FINL HLDGS INC Financial Services 3,434.0 $1.0M 0.01% +338.0 +10.9% $300.83 -2.3%
258 LII LENNOX INTL INC Industrials 2,202.0 $1.0M 0.01% +290.0 +15.2% $464.13 +14.7%
259 BALL BALL CORP Consumer Cyclical 16,865.0 $997K 0.01% +3K +19.9% $59.11 -2.4%
260 GGG GRACO INC Industrials 11,612.0 $983K 0.01% +3K +31.9% $84.65 -10.2%
Page 13 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%