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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 6 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACN ACCENTURE PLC IRELAND Technology 98,831.0 $12.3M 0.11% +49K +99.0% $124.44 +49.9%
102 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 308,830.0 $12.1M 0.10% +83K +36.7% $39.05 +1.1%
103 USB US BANCORP Financial Services 199,176.0 $12.0M 0.10% +28K +16.3% $60.40 +3.3%
104 ADSK AUTODESK INC Technology 59,820.0 $11.6M 0.10% +23K +64.2% $194.42 +30.9%
105 CDNS CADENCE DESIGN SYSTEM INC Technology 30,795.0 $11.6M 0.10% +4K +14.1% $375.32 -15.8%
106 AJG GALLAGHER ARTHUR J & CO Financial Services 49,356.0 $11.3M 0.10% +37K +294.8% $229.57 +18.5%
107 TIGO MILLICOM INTL CELLULAR S A Communication Services 123,455.0 $11.2M 0.10% +4K +3.7% $90.76 +2.4%
108 NXPI NXP SEMICONDUCTORS N V Technology 39,836.0 $11.2M 0.10% +27K +217.7% $281.03 -20.8%
109 PH PARKER-HANNIFIN CORP Industrials 11,309.0 $11.1M 0.10% +1K +13.5% $978.12 +3.7%
110 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 33,298.0 $11.0M 0.10% +19K +133.1% $330.46 -0.1%
111 ETN EATON CORP PLC Industrials 25,376.0 $10.8M 0.09% +8K +48.3% $426.12 -4.1%
112 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 338,060.0 $10.8M 0.09% +23K +7.4% $31.80 +9.3%
113 CAH CARDINAL HEALTH INC Healthcare 44,651.0 $10.6M 0.09% +32K +250.6% $237.56 -2.2%
114 SFM SPROUTS FMRS MKT INC Consumer Defensive 123,209.0 $10.4M 0.09% +16K +15.3% $84.58 +1.8%
115 T AT&T INC Communication Services 496,007.0 $10.3M 0.09% +108K +27.9% $20.70 +24.1%
116 ENTG ENTEGRIS INC Technology 57,006.0 $10.3M 0.09% +914.0 +1.6% $179.86 -23.1%
117 KEYS KEYSIGHT TECHNOLOGIES INC Technology 28,965.0 $10.1M 0.09% +20K +240.6% $350.07 -11.3%
118 ABT ABBOTT LABORATORIES Healthcare 111,702.0 $10.1M 0.09% +19K +21.1% $90.74 +28.6%
119 CVS CVS HEALTH CORP Healthcare 95,603.0 $9.9M 0.09% +33K +53.6% $103.45 -9.0%
120 BEKE KE HLDGS INC Real Estate 672,160.0 $9.8M 0.09% +178K +36.1% $14.53 +21.9%
Page 6 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%