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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 14 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DLTR DOLLAR TREE INC Consumer Defensive 8,974.0 $983K 0.01% +694.0 +8.4% $109.51 +2.0%
262 EMBJ EMBRAER S.A. Industrials 16,547.0 $982K 0.01% +8K +91.4% $59.34 +2.3%
263 KEY KEYCORP Financial Services 48,872.0 $980K 0.01% +1K +2.7% $20.05 +12.7%
264 SOFI SOFI TECHNOLOGIES INC Financial Services 61,679.0 $979K 0.01% +10K +19.4% $15.88 +12.8%
265 HUM HUMANA INC Healthcare 5,436.0 $943K 0.01% +485.0 +9.8% $173.39 +108.0%
266 PHM PULTE GROUP INC Consumer Cyclical 7,988.0 $939K 0.01% +227.0 +2.9% $117.61 +7.9%
267 SSNC SS&C TECH HLDGS Technology 13,723.0 $927K 0.01% +2K +21.7% $67.57 -3.2%
268 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 10,264.0 $925K 0.01% +4K +54.5% $90.11 +21.6%
269 WPC WP CAREY INC Real Estate 13,543.0 $920K 0.01% +355.0 +2.7% $67.96 +4.8%
270 ROL ROLLINS INC Consumer Cyclical 17,168.0 $917K 0.01% +3K +22.5% $53.41 -15.8%
271 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 12,534.0 $909K 0.01% +301.0 +2.5% $72.55 +5.7%
272 ANNALY CAPITAL MANAGEMENT IN 42,713.0 $903K 0.01% +17K +65.2% $21.15
273 PBR PETROLEO BRASILEIRO S A Energy 42,800.0 $888K 0.01% +700.0 +1.7% $20.75 -19.3%
274 HEI HEICO CORP NEW Industrials 3,226.0 $885K 0.01% +1K +46.3% $274.20 +22.9%
275 CHTR CHARTER COMMUNICATIONS INC Communication Services 3,992.0 $862K 0.01% +401.0 +11.2% $215.88 -41.5%
276 HOLOGIC INC 11,384.0 $861K 0.01% +3K +39.7% $75.59
277 PDD PDD HOLDINGS INC Consumer Cyclical 8,300.0 $848K 0.01% +2K +31.8% $102.18 -22.1%
278 TSCO TRACTOR SUPPLY CO Consumer Cyclical 18,542.0 $840K 0.01% +2K +13.0% $45.30 -33.2%
279 EQR EQUITY RESIDENTIAL Real Estate 13,901.0 $822K 0.01% +1K +11.5% $59.15 +8.4%
280 BLDR BUILDERS FIRSTSOURCE INC Industrials 9,961.0 $820K 0.01% +3K +41.4% $82.33 -2.1%
Page 14 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%