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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 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSI MOTOROLA SOLUTIONS INC Technology 21,041.0 $8.7M 0.08% -39K -65.0% $415.29 +15.9%
42 LOPE GRAND CANYON ED INC Consumer Defensive 60,600.0 $8.7M 0.07% -8K -11.0% $143.11 +3.2%
43 EMR EMERSON ELEC CO Industrials 58,296.0 $8.3M 0.07% -3K -4.7% $143.15 +10.1%
44 INFY INFOSYS LTD Technology 793,128.0 $8.3M 0.07% -204K -20.4% $10.49 +12.7%
45 URI UNITED RENTALS INC Industrials 6,003.0 $6.8M 0.06% -3K -31.5% $1132.89 -4.4%
46 NEM NEWMONT CORP Basic Materials 72,040.0 $6.7M 0.06% -2K -2.6% $93.40 +41.2%
47 INGERSOLL RAND INC 80,727.0 $6.6M 0.06% -8K -8.8% $81.99
48 VRSK VERISK ANALYTICS INC Industrials 35,366.0 $6.3M 0.06% -85K -70.5% $179.53 +5.6%
49 AON AON PLC Financial Services 18,850.0 $6.3M 0.05% -415.0 -2.1% $331.69 +8.3%
50 SNA SNAP ON INC Industrials 14,316.0 $5.8M 0.05% -3K -14.9% $402.40 -2.0%
51 CMCSA COMCAST CORP NEW Communication Services 232,223.0 $5.7M 0.05% -46K -16.5% $24.55 +10.1%
52 CPRT COPART INC Industrials 201,311.0 $5.7M 0.05% -1K -0.7% $28.19 +18.0%
53 SKM SK TELECOM CO LTD Communication Services 172,343.0 $5.5M 0.05% -396K -69.7% $32.16 +24.4%
54 ES EVERSOURCE ENERGY Utilities 75,658.0 $5.5M 0.05% -21K -21.5% $72.27 -1.4%
55 BSX BOSTON SCIENTIFIC CORP Healthcare 120,817.0 $5.2M 0.04% -773K -86.5% $42.68 +14.8%
56 MANH MANHATTAN ASSOCIATES INC Technology 36,996.0 $5.2M 0.04% -1K -3.9% $139.25 +53.1%
57 OKE ONEOK INC NEW Energy 56,098.0 $4.9M 0.04% -35K -38.1% $86.94 +7.0%
58 NVMI NOVA LTD Technology 8,520.0 $4.6M 0.04% -341.0 -3.9% $542.94 -33.2%
59 SRE SEMPRA Utilities 48,290.0 $4.5M 0.04% -2K -4.9% $92.71 -8.8%
60 ATHM AUTOHOME INC Communication Services 235,037.0 $4.5M 0.04% -73K -23.7% $19.03 +14.8%
Page 3 of 7  ·  138 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%