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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 10 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ROST ROSS STORES INC Consumer Cyclical 28,521.0 $6.2M 0.08% -11K -27.1% $216.63 +7.5%
182 SNOW SNOWFLAKE INC Technology 40,881.0 $6.2M 0.08% +2K +6.1% $150.82 +54.0%
183 TOST TOAST INC Technology 231,251.0 $6.1M 0.08% -7K -3.0% $26.51 -7.0%
184 ETN EATON CORP PLC Industrials 17,111.0 $6.1M 0.08% NEW $357.67 +17.9%
185 SNA SNAP ON INC Industrials 16,818.0 $6.1M 0.08% +928.0 +5.8% $363.22 +6.6%
186 FITB FIFTH THIRD BANCORP Financial Services 130,785.0 $6.1M 0.08% +13K +11.0% $46.46 +13.5%
187 PNC PNC FINL SVCS GROUP INC Financial Services 28,786.0 $6.0M 0.08% -16K -36.3% $208.09 +11.5%
188 UPS UNITED PARCEL SVCS INC Industrials 60,694.0 $6.0M 0.08% +4K +7.2% $98.38 +6.6%
189 TEL TE CONNECTIVITY PLC Technology 28,404.0 $5.9M 0.08% NEW $209.02 +4.1%
190 ARRY ARRAY TECHNOLOGIES INC Energy 820,641.0 $5.9M 0.08% -186K -18.5% $7.23 +10.7%
191 SBUX STARBUCKS CORP Consumer Cyclical 65,848.0 $5.9M 0.08% +9K +16.1% $89.59 +12.3%
192 WDC WESTERN DIGITAL CORP Technology 20,683.0 $5.6M 0.07% +3K +19.5% $270.49 +175.9%
193 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 14,072.0 $5.5M 0.07% NEW $391.76 +173.2%
194 ATO ATMOS ENERGY CORP Utilities 29,686.0 $5.5M 0.07% -30K -50.4% $184.72 -7.9%
195 ATHM AUTOHOME INC Communication Services 308,171.0 $5.4M 0.07% +99K +47.6% $17.37 +4.1%
196 CTVA CORTEVA INC Basic Materials 63,821.0 $5.3M 0.07% -93K -59.4% $83.71 -6.1%
197 CBRE CBRE GROUP INC Real Estate 39,215.0 $5.3M 0.07% +6K +18.5% $135.46 -2.9%
198 BX BLACKSTONE INC Financial Services 46,193.0 $5.3M 0.07% -25K -34.9% $114.99 +7.7%
199 STT STATE STR CORP Financial Services 41,894.0 $5.3M 0.07% -668.0 -1.6% $126.56 +33.0%
200 SYY SYSCO CORP Consumer Defensive 73,658.0 $5.3M 0.07% -5K -6.4% $71.33 +10.3%
Page 10 of 32  ·  629 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%