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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 5 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMUS T-MOBILE US INC Communication Services 51,624.0 $10.8M 0.14% +8K +19.3% $210.03 -13.5%
82 INTC INTEL CORP Technology 233,183.0 $10.3M 0.13% +24K +11.7% $44.13 +203.6%
83 CME CME GROUP INC Financial Services 33,360.0 $9.9M 0.13% +3K +8.2% $295.35 -16.6%
84 ABT ABBOTT LABORATORIES Healthcare 92,222.0 $9.5M 0.12% +9K +10.9% $102.67 -13.9%
85 NEE NEXTERA ENERGY INC Utilities 100,854.0 $9.4M 0.12% +17K +19.9% $92.88 -6.6%
86 TXN TEXAS INSTRS INC Technology 47,988.0 $9.3M 0.12% +4K +10.2% $194.14 +66.3%
87 PFE PFIZER INC Healthcare 313,794.0 $8.8M 0.12% +33K +11.9% $28.08 -10.2%
88 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 225,941.0 $8.3M 0.11% +52K +29.7% $36.75 +6.3%
89 OKE ONEOK INC NEW Energy 90,666.0 $8.2M 0.11% +9K +10.8% $90.39 -5.9%
90 NEM NEWMONT CORP Basic Materials 73,954.0 $8.0M 0.10% +5K +6.5% $108.25 -4.1%
91 BEKE KE HLDGS INC Real Estate 493,884.0 $7.4M 0.10% +159K +47.6% $14.97 -0.4%
92 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 120,461.0 $7.4M 0.10% +74K +159.6% $61.35 -28.8%
93 AMT AMERICAN TOWER CORP Real Estate 41,610.0 $7.2M 0.09% +721.0 +1.8% $172.58 +2.0%
94 BA BOEING CO Industrials 34,243.0 $6.8M 0.09% +5K +16.7% $199.03 +11.9%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 112,131.0 $6.8M 0.09% +14K +14.1% $60.65 -11.0%
96 APH AMPHENOL CORP Technology 53,550.0 $6.8M 0.09% +7K +16.3% $126.35 +29.8%
97 CPRT COPART INC Industrials 202,639.0 $6.7M 0.09% +3K +1.4% $33.20 -8.9%
98 ADI ANALOG DEVICES INC Technology 21,122.0 $6.7M 0.09% +2K +9.8% $318.14 +36.6%
99 MCK MCKESSON CORP Healthcare 7,653.0 $6.6M 0.09% +584.0 +8.3% $865.36 -13.3%
100 EXC EXELON CORP Utilities 134,220.0 $6.6M 0.09% +17K +14.5% $49.02 -6.5%
Page 5 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%