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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 9 of 18  ·  343 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PKG PACKAGING CORP AMER Consumer Cyclical 14,072.0 $3.0M 0.04% +2K +18.8% $212.22 +7.9%
162 NTAP NETAPP INC Technology 28,785.0 $2.9M 0.04% +702.0 +2.5% $102.39 +56.0%
163 PCG PG&E CORP Utilities 166,719.0 $2.9M 0.04% +13K +8.6% $17.57 -6.2%
164 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,468.0 $2.9M 0.04% +555.0 +7.0% $345.15 -14.6%
165 CENCORA INC 9,003.0 $2.8M 0.04% +355.0 +4.1% $314.14
166 BLOCK INC 46,787.0 $2.8M 0.04% +3K +5.9% $60.18
167 ALL ALLSTATE CORP Financial Services 13,274.0 $2.8M 0.04% +1K +10.9% $207.34 +6.7%
168 ABNB AIRBNB INC Consumer Cyclical 21,441.0 $2.7M 0.04% +780.0 +3.8% $126.28 +12.8%
169 AJG GALLAGHER ARTHUR J & CO Financial Services 12,501.0 $2.7M 0.04% +102.0 +0.8% $216.58 -1.2%
170 GM GENERAL MTRS CO Consumer Cyclical 36,326.0 $2.7M 0.04% +3K +10.2% $74.50 +6.4%
171 CAH CARDINAL HEALTH INC Healthcare 12,736.0 $2.7M 0.04% +2K +13.4% $211.31 +5.0%
172 HAL HALLIBURTON CO Energy 68,912.0 $2.7M 0.04% +40K +135.4% $38.99 -10.4%
173 D DOMINION ENERGY INC Utilities 43,411.0 $2.7M 0.04% +7K +20.2% $61.82 +10.7%
174 DELL DELL TECHNOLOGIES INC Technology 16,327.0 $2.7M 0.04% +432.0 +2.7% $164.13 +149.5%
175 HOOD ROBINHOOD MKTS INC Financial Services 38,443.0 $2.7M 0.04% +2K +6.0% $69.30 +56.1%
176 WCN WASTE CONNECTIONS INC Industrials 16,340.0 $2.7M 0.04% +5K +49.6% $162.44 -5.2%
177 EA ELECTRONIC ARTS INC Communication Services 12,935.0 $2.6M 0.03% +1K +11.0% $203.87 -0.8%
178 TGT TARGET CORP Consumer Defensive 21,751.0 $2.6M 0.03% +2K +10.2% $121.20 +7.9%
179 EIX EDISON INTL Utilities 35,069.0 $2.6M 0.03% +1K +3.6% $73.18 -1.8%
180 GFI GOLD FIELDS LTD Basic Materials 56,279.0 $2.6M 0.03% +15K +35.2% $45.40 -15.0%
Page 9 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%