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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 22 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PODD INSULET CORP Healthcare 3,007.0 $458K 0.00% +462.0 +18.1% $152.25 -4.5%
422 NWSA NEWS CORP NEW Communication Services 18,326.0 $455K 0.00% +8K +78.7% $24.83 +23.9%
423 MOMO HELLO GROUP INC Communication Services 43,900.0 $255K 0.00% +6K +14.6% $5.80 -1.9%
424 FOX FOX CORP 4,799.0 $225K 0.00% +848.0 +21.5% $46.84
425 TU TELUS CORPORATION Communication Services 17,236.0 $182K 0.00% +6K +47.1% $10.57 -7.0%
426 SBSW SIBANYE STILLWATER LTD Basic Materials 20,000.0 $170K 0.00% +4K +21.9% $8.49 +46.9%
Page 22 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%