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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 6 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JLL JONES LANG LASALLE INC Real Estate 4,800.0 $1.5M 0.01% -3K -37.9% $309.95 +24.9%
102 WSO WATSCO INC Industrials 3,531.0 $1.5M 0.01% -141.0 -3.8% $416.73 -25.4%
103 MTD METTLER TOLEDO INTERNATIONAL Healthcare 1,136.0 $1.5M 0.01% -971.0 -46.1% $1277.51 +9.5%
104 FSS FEDERAL SIGNAL CORP Industrials 10,771.0 $1.4M 0.01% -366.0 -3.3% $128.49 -6.8%
105 EXPD EXPEDITORS INTL WASH INC Industrials 8,168.0 $1.3M 0.01% -2K -17.6% $162.98 +15.2%
106 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,913.0 $1.3M 0.01% -1K -15.8% $188.34 -24.1%
107 INSM INSMED INC Healthcare 12,028.0 $1.3M 0.01% -1K -8.5% $106.62 +16.3%
108 PNR PENTAIR PLC Industrials 15,905.0 $1.2M 0.01% -1K -8.5% $76.66 -17.4%
109 SONY SONY GROUP CORP Technology 60,470.0 $1.2M 0.01% -31K -33.9% $20.06 +20.9%
110 OC OWENS CORNING NEW Industrials 7,522.0 $1.2M 0.01% -10K -58.0% $158.96 -7.5%
111 TOTALENERGIES SE 15,200.0 $1.2M 0.01% -8K -35.0% $77.76
112 LENNAR CORP 12,768.0 $1.1M 0.01% -2K -12.7% $88.71
113 BRO BROWN & BROWN INC Financial Services 17,629.0 $1.1M 0.01% -380.0 -2.1% $64.15 +16.3%
114 KEY KEYCORP Financial Services 47,244.0 $1.1M 0.01% -2K -3.3% $23.05 -5.1%
115 RS RELIANCE INC Basic Materials 2,852.0 $1.1M 0.01% -3K -46.8% $373.60 +2.4%
116 L LOEWS CORP Financial Services 9,377.0 $1.1M 0.01% -29K -75.3% $113.21 -1.6%
117 OSK OSHKOSH CORP Industrials 6,580.0 $1.0M 0.01% -3K -31.5% $153.48 +1.9%
118 CFR CULLEN FROST BANKERS INC Financial Services 6,400.0 $989K 0.01% -3K -33.3% $154.52 +6.4%
119 GPC GENUINE PARTS CO Consumer Cyclical 8,214.0 $969K 0.01% -14K -62.7% $117.98 +15.0%
120 BR BROADRIDGE FINL SOLUTIONS IN Technology 6,750.0 $924K 0.01% -39.0 -0.6% $136.95 +35.4%
Page 6 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%