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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 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AEM AGNICO EAGLE MINES LTD Basic Materials 260,585.0 $40.4M 0.35% NEW $155.13 +39.4%
2 ARGX ARGENX SE Healthcare 9,902.0 $9.2M 0.08% NEW $927.77 +9.2%
3 LAUR LAUREATE ED INC Consumer Defensive 225,424.0 $8.2M 0.07% NEW $36.32 +3.4%
4 DAR DARLING INGREDIENTS INC Consumer Defensive 132,159.0 $7.2M 0.06% NEW $54.62 +14.8%
5 EXPAND ENERGY CORPORATION 56,917.0 $5.2M 0.04% NEW $91.19
6 NE NOBLE CORP PLC Energy 122,405.0 $4.6M 0.04% NEW $37.30 +21.2%
7 NXT NEXTPOWER INC Technology 33,940.0 $4.0M 0.04% NEW $119.14 -28.9%
8 NXST NEXSTAR MEDIA GROUP INC Communication Services 21,529.0 $3.8M 0.03% NEW $178.59 +5.7%
9 APG API GROUP CORP Industrials 90,347.0 $3.8M 0.03% NEW $42.35 -3.8%
10 ASX ASE TECHNOLOGY HLDG CO LTD Technology 69,400.0 $3.1M 0.03% NEW $45.12 -19.7%
11 MSM MSC INDL DIRECT INC Industrials 20,695.0 $2.5M 0.02% NEW $118.95 -0.3%
12 TECHNIPFMC PLC 36,245.0 $2.4M 0.02% NEW $66.30
13 PPL PPL CORP Utilities 64,932.0 $2.4M 0.02% NEW $36.35 -4.0%
14 WLK WESTLAKE CORPORATION Basic Materials 31,597.0 $2.3M 0.02% NEW $73.00 +4.8%
15 WMS ADVANCED DRAIN SYS INC DEL Industrials 14,119.0 $2.2M 0.02% NEW $156.96 -10.2%
16 CCK CROWN HLDGS INC Consumer Cyclical 18,776.0 $2.1M 0.02% NEW $111.82 +7.3%
17 MTZ MASTEC INC Industrials 4,904.0 $2.0M 0.02% NEW $416.06 -38.4%
18 FPS FORGENT POWER SOLUTIONS INC Industrials 34,082.0 $1.9M 0.02% NEW $55.86 -42.0%
19 CRS CARPENTER TECHNOLOGY CORP Industrials 2,862.0 $1.8M 0.01% NEW $616.84 -22.8%
20 XPO XPO INC Industrials 6,606.0 $1.4M 0.01% NEW $205.29 -7.1%
Page 1 of 3  ·  48 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%