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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 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANGLOGOLD ASHANTI PLC 28,761.0 $2.8M 0.04% NEW $97.36
22 LITE LUMENTUM HLDGS INC Technology 3,651.0 $2.6M 0.03% NEW $702.76 +21.0%
23 WBD WARNER BROS DISCOVERY INC Communication Services 90,442.0 $2.5M 0.03% NEW $27.46 -4.6%
24 NXPI NXP SEMICONDUCTORS N V Technology 12,539.0 $2.5M 0.03% NEW $196.86 +59.1%
25 ONON ON HLDG AG Consumer Cyclical 71,559.0 $2.4M 0.03% NEW $34.02 +14.3%
26 ALLE ALLEGION PLC Industrials 16,156.0 $2.3M 0.03% NEW $145.29 -8.1%
27 SPG SIMON PPTY GROUP INC NEW Real Estate 12,553.0 $2.3M 0.03% NEW $186.53 +13.3%
28 FTAI AVIATION LTD 8,865.0 $2.2M 0.03% NEW $245.00
29 MNDY MONDAY COM LTD Technology 31,319.0 $2.2M 0.03% NEW $69.11 +3.5%
30 TOTALENERGIES SE 23,400.0 $2.1M 0.03% NEW $90.98
31 HSY HERSHEY CO Consumer Defensive 10,143.0 $2.1M 0.03% NEW $207.89 -17.0%
32 VIKING HOLDINGS LTD 28,423.0 $2.1M 0.03% NEW $73.48
33 GRMN GARMIN LTD Technology 8,051.0 $1.9M 0.02% NEW $232.01 +0.9%
34 TSN TYSON FOODS INC Consumer Defensive 27,526.0 $1.8M 0.02% NEW $64.07 -13.4%
35 NU NU HLDGS LTD Financial Services 121,101.0 $1.7M 0.02% NEW $14.37 -11.6%
36 BUNGE GLOBAL SA 12,699.0 $1.6M 0.02% NEW $127.20
37 RPRX ROYALTY PHARMA PLC Healthcare 32,130.0 $1.5M 0.02% NEW $47.97 +10.4%
38 PNR PENTAIR PLC Industrials 17,377.0 $1.5M 0.02% NEW $87.11 -14.7%
39 CW CURTISS WRIGHT CORP Industrials 2,085.0 $1.4M 0.02% NEW $681.12 +13.3%
40 COIN COINBASE GLOBAL INC Financial Services 8,017.0 $1.4M 0.02% NEW $174.61 -6.5%
Page 2 of 5  ·  90 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%