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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 3 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALC ALCON AG Healthcare 18,300.0 $1.4M 0.02% NEW $75.35 -14.2%
42 COHR COHERENT CORP Technology 5,763.0 $1.4M 0.02% NEW $238.21 +63.5%
43 FLEX FLEXTRONICS INTL LTD Technology 20,497.0 $1.3M 0.02% NEW $65.46 +125.5%
44 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,627.0 $1.3M 0.02% NEW $230.89 +4.3%
45 AMRIZE LTD 23,060.0 $1.3M 0.02% NEW $56.02
46 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,234.0 $1.2M 0.02% NEW $290.70 -12.2%
47 MSTR STRATEGY INC Technology 9,805.0 $1.2M 0.02% NEW $124.80 -9.8%
48 FSS FEDERAL SIGNAL CORP Industrials 11,137.0 $1.2M 0.02% NEW $108.14 +9.6%
49 CNH INDL N V 107,058.0 $1.2M 0.01% NEW $11.00
50 AER AERCAP HOLDINGS NV Industrials 8,524.0 $1.2M 0.01% NEW $137.18 +5.7%
51 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 16,177.0 $1.1M 0.01% NEW $67.07 +43.1%
52 SMURFIT WESTROCK PLC 25,438.0 $1.0M 0.01% NEW $39.85
53 ASTS AST SPACEMOBILE INC Technology 12,014.0 $996K 0.01% NEW $82.87 -2.7%
54 CASY CASEYS GEN STORES INC Consumer Cyclical 1,354.0 $986K 0.01% NEW $727.86 +15.7%
55 GRAB GRAB HOLDINGS LIMITED Technology 261,086.0 $956K 0.01% NEW $3.66 -2.5%
56 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 10,378.0 $941K 0.01% NEW $90.67 +6.9%
57 STE STERIS PLC Healthcare 4,143.0 $916K 0.01% NEW $221.13 -8.4%
58 CDE COEUR MNG INC Basic Materials 41,482.0 $779K 0.01% NEW $18.77 -6.7%
59 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 9,117.0 $734K 0.01% NEW $80.56 -25.4%
60 ZM ZOOM COMMUNICATIONS INC Technology 8,634.0 $694K 0.01% NEW $80.39 +7.4%
Page 3 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%