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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $6.8B AUM 749 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 564 New
Page 9 of 29  ·  564 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CSGP COSTAR GROUP INC Real Estate 104,344.0 $7.0M 0.10% NEW $67.24 -56.3%
162 PFE PFIZER INC Healthcare 280,532.0 $7.0M 0.10% NEW $24.90 -4.1%
163 HUBB HUBBELL INC Industrials 15,700.0 $7.0M 0.10% NEW $444.11 +10.4%
164 NEM NEWMONT CORP Basic Materials 69,438.0 $6.9M 0.10% NEW $99.85 -6.6%
165 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 24,129.0 $6.9M 0.10% NEW $287.25 +15.6%
166 MCHP MICROCHIP TECHNOLOGY INC. Technology 106,985.0 $6.8M 0.10% NEW $63.72 +39.2%
167 APD AIR PRODS & CHEMS INC Basic Materials 27,373.0 $6.8M 0.10% NEW $247.02 +24.0%
168 NEE NEXTERA ENERGY INC Utilities 84,083.0 $6.8M 0.10% NEW $80.28 +7.6%
169 TDY TELEDYNE TECHNOLOGIES INC Technology 12,910.0 $6.6M 0.10% NEW $510.73 +29.5%
170 BA BOEING CO Industrials 29,336.0 $6.4M 0.09% NEW $217.12 +0.7%
171 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 398,800.0 $6.3M 0.09% NEW $15.86 +27.8%
172 RPM RPM INTL INC Basic Materials 60,206.0 $6.3M 0.09% NEW $104.00 +6.4%
173 APH AMPHENOL CORP NEW Technology 46,062.0 $6.2M 0.09% NEW $135.14 +27.4%
174 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,387.0 $6.0M 0.09% NEW $257.23 -8.4%
175 OKE ONEOK INC NEW Energy 81,822.0 $6.0M 0.09% NEW $73.50 +16.6%
176 MCK MCKESSON CORP Healthcare 7,069.0 $5.8M 0.09% NEW $820.29 -6.4%
177 SYY SYSCO CORP Consumer Defensive 78,674.0 $5.8M 0.09% NEW $73.69 +13.4%
178 URI UNITED RENTALS INC Industrials 6,956.0 $5.6M 0.08% NEW $809.32 +37.4%
179 TFC TRUIST FINL CORP Financial Services 114,304.0 $5.6M 0.08% NEW $49.21 +3.4%
180 KKR KKR & CO INC Financial Services 44,123.0 $5.6M 0.08% NEW $127.48 -27.4%
Page 9 of 29  ·  564 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 35.6%
Financial Services 14.0%
Healthcare 11.0%
Consumer Cyclical 10.9%
Industrials 9.2%
Communication Services 7.6%
Consumer Defensive 3.3%
Real Estate 2.6%
Basic Materials 2.2%
Utilities 1.8%