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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 8 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 APTIV PLC 125,590.0 $7.7M 0.07% +119K +1716.7% $61.38
142 APP APPLOVIN CORP Technology 14,853.0 $7.7M 0.07% +2K +16.2% $515.23 -42.0%
143 AMT AMERICAN TOWER CORP Real Estate 46,510.0 $7.6M 0.07% +5K +11.8% $163.57 +9.1%
144 FITB FIFTH THIRD BANCORP Financial Services 134,789.0 $7.6M 0.07% +4K +3.1% $56.37 -2.6%
145 UPS UNITED PARCEL SVCS INC Industrials 70,574.0 $7.6M 0.07% +10K +16.3% $107.50 -4.4%
146 FICO FAIR ISAAC CORP Technology 6,286.0 $7.5M 0.07% +5K +454.8% $1194.78 -2.4%
147 CEG CONSTELLATION ENERGY CORP Utilities 30,074.0 $7.5M 0.07% +7K +33.2% $248.37 +10.1%
148 SO SOUTHERN CO Utilities 77,759.0 $7.4M 0.06% +28K +56.0% $95.71 -5.9%
149 FORTINET INC 47,817.0 $7.3M 0.06% +16K +50.0% $153.62
150 MDLZ MONDELEZ INTL INC Consumer Defensive 125,987.0 $7.3M 0.06% +48K +61.3% $57.84 +11.9%
151 MDB MONGODB INC Technology 21,603.0 $7.3M 0.06% +1K +6.4% $335.90 +19.9%
152 SYY SYSCO CORP Consumer Defensive 85,259.0 $7.1M 0.06% +12K +15.8% $83.58 +0.3%
153 ADP AUTOMATIC DATA PROCESSING IN Industrials 31,794.0 $7.1M 0.06% +6K +24.1% $223.95 +26.4%
154 KDP KEURIG DR PEPPER INC Consumer Defensive 214,694.0 $7.0M 0.06% +19K +9.8% $32.73 -0.7%
155 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 86,447.0 $7.0M 0.06% +61K +234.5% $81.16 -9.4%
156 DUK DUKE ENERGY CORP NEW Utilities 55,029.0 $7.0M 0.06% +19K +50.9% $126.58 -3.6%
157 ROST ROSS STORES INC Consumer Cyclical 32,394.0 $6.9M 0.06% +4K +13.6% $212.85 +13.5%
158 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 17,202.0 $6.7M 0.06% +6K +55.1% $386.73 +4.1%
159 FCX FREEPORT MCMORAN INC Basic Materials 105,007.0 $6.6M 0.06% +35K +50.6% $62.89 +23.7%
160 TOST TOAST INC Technology 236,252.0 $6.6M 0.06% +5K +2.2% $27.82 +32.0%
Page 8 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%