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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $11.5B AUM 796 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 426 Added 138 Reduced 61 Exited
Page 19 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CORPAY INC 3,481.0 $1.2M 0.01% +1K +42.7% $333.27
362 DOW DOW HLDGS INC Basic Materials 42,278.0 $1.2M 0.01% +14K +50.9% $27.36 +14.9%
363 STE STERIS PLC Healthcare 5,414.0 $1.1M 0.01% +1K +30.7% $210.57 +13.0%
364 BURL BURLINGTON STORES INC Consumer Cyclical 3,588.0 $1.1M 0.01% +1K +50.2% $316.80 +4.4%
365 ARES ARES MANAGEMENT CORPORATION Financial Services 10,113.0 $1.1M 0.01% +3K +34.7% $111.31 +25.8%
366 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,508.0 $1.1M 0.01% +12K +71.9% $38.10 +7.7%
367 EFX EQUIFAX INC Industrials 7,039.0 $1.1M 0.01% +422.0 +6.4% $158.72 +22.6%
368 INCY INCYTE CORP Healthcare 9,804.0 $1.1M 0.01% +3K +47.9% $113.36 +12.9%
369 HPQ HP INC Technology 50,423.0 $1.1M 0.01% +12K +31.6% $21.94 +30.3%
370 MSTR STRATEGY INC Technology 12,622.0 $1.1M 0.01% +3K +28.7% $86.93 +41.1%
371 ASTS AST SPACEMOBILE INC Technology 12,191.0 $1.1M 0.01% +177.0 +1.5% $88.86 -29.8%
372 WY WEYERHAEUSER CO Real Estate 44,654.0 $1.1M 0.01% +12K +38.4% $23.94 +1.9%
373 NVR NVR INC Consumer Cyclical 156.0 $1.1M 0.01% +63.0 +67.7% $6813.40 -6.1%
374 ESS ESSEX PPTY TR INC Real Estate 3,641.0 $1.1M 0.01% +861.0 +31.0% $291.59 +0.7%
375 SBAC SBA COMMUNICATIONS CORP Real Estate 5,917.0 $1.0M 0.01% +1K +29.0% $176.46 +4.9%
376 ZM ZOOM COMMUNICATIONS INC Technology 12,006.0 $1.0M 0.01% +3K +39.0% $86.31 +21.5%
377 CDE COEUR MNG INC Basic Materials 63,440.0 $1.0M 0.01% +22K +52.9% $16.32 +27.9%
378 GPN GLOBAL PMTS INC Industrials 14,081.0 $1.0M 0.01% +6K +70.6% $72.56 +30.0%
379 CF CF INDUSTRIES HOLD Basic Materials 9,096.0 $985K 0.01% +3K +56.7% $108.26 +19.4%
380 LIBERTY MEDIA CORP DEL 10,305.0 $980K 0.01% +3K +45.7% $95.14
Page 19 of 22  ·  426 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 39.8%
Financial Services 11.7%
Healthcare 10.8%
Industrials 9.4%
Consumer Cyclical 9.4%
Communication Services 6.3%
Basic Materials 3.5%
Consumer Defensive 3.1%
Real Estate 2.4%
Utilities 2.0%