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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 4 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SKM SK TELECOM CO LTD Communication Services 568,343.0 $16.6M 0.22% +328K +136.8% $29.29 +23.6%
62 UNH UNITEDHEALTH GROUP INC Healthcare 59,677.0 $16.1M 0.21% +6K +11.8% $270.59 +48.2%
63 VEEV VEEVA SYS INC Healthcare 89,729.0 $15.8M 0.20% +13K +16.8% $175.66 -12.7%
64 ANET ARISTA NETWORKS INC Technology 124,426.0 $15.3M 0.20% +5K +4.1% $122.78 +38.2%
65 DGX QUEST DIAGNOSTICS INC Healthcare 76,360.0 $15.0M 0.20% +4K +5.7% $195.98 -0.5%
66 GS GOLDMAN SACHS GROUP INC Financial Services 17,277.0 $14.6M 0.19% +2K +9.6% $845.99 +29.6%
67 BEONE MEDICINES LTD 47,564.0 $14.1M 0.18% +15K +48.3% $296.97
68 ISRG INTUITIVE SURGICAL INC Healthcare 30,250.0 $13.9M 0.18% +5K +20.2% $460.99 -11.8%
69 INFY INFOSYS LTD Technology 997,028.0 $13.5M 0.18% +484K +94.2% $13.51 -21.8%
70 SCHW SCHWAB CHARLES CORP Financial Services 137,274.0 $12.9M 0.17% +10K +7.8% $93.98 -2.4%
71 UNP UNION PAC CORP Industrials 53,158.0 $12.9M 0.17% +1K +2.3% $242.62 +5.9%
72 GE GE AEROSPACE Industrials 44,298.0 $12.6M 0.16% +6K +15.5% $283.77 +26.0%
73 EW EDWARDS LIFESCIENCES CORP Healthcare 153,031.0 $12.3M 0.16% +129K +526.7% $80.08 +9.1%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 49,663.0 $12.0M 0.16% +5K +11.1% $242.39 +2.8%
75 BKR BAKER HUGHES COMPANY Energy 196,845.0 $12.0M 0.16% +28K +16.5% $61.05 -4.3%
76 CL COLGATE PALMOLIVE CO Consumer Defensive 140,942.0 $12.0M 0.16% +10K +7.8% $85.23 +5.0%
77 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 314,672.0 $11.6M 0.15% +103K +48.5% $36.81 -9.6%
78 SE SEA LTD Consumer Cyclical 137,613.0 $11.4M 0.15% +122K +808.8% $82.81 +10.2%
79 C CITIGROUP INC Financial Services 99,730.0 $11.3M 0.15% +12K +14.3% $113.41 +26.1%
80 T AT&T INC Communication Services 387,796.0 $11.2M 0.15% +32K +9.0% $28.99 -24.1%
Page 4 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%