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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 11 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ADP AUTOMATIC DATA PROCESSING IN Industrials 25,609.0 $5.2M 0.07% +2K +9.5% $203.18 +7.5%
202 KDP KEURIG DR PEPPER INC Consumer Defensive 195,446.0 $5.1M 0.07% $26.33 +16.8%
203 MANH MANHATTAN ASSOCIATES INC Technology 38,479.0 $5.1M 0.07% +7K +20.6% $133.12 -0.6%
204 WMB WILLIAMS COS INC Energy 69,980.0 $5.1M 0.07% +9K +14.4% $72.78 +0.5%
205 APP APPLOVIN CORP Technology 12,781.0 $5.1M 0.07% +2K +13.9% $398.00 +18.0%
206 MDB MONGODB INC Technology 20,295.0 $5.0M 0.07% -573.0 -2.8% $244.77 +35.9%
207 SRE SEMPRA Utilities 50,767.0 $4.9M 0.06% +8K +18.2% $97.17 -6.7%
208 DLR DIGITAL RLTY TR INC Real Estate 27,364.0 $4.9M 0.06% $180.21 +4.4%
209 ED CONSOLIDATED EDISON INC Utilities 43,371.0 $4.9M 0.06% +14K +46.8% $113.18 -6.0%
210 SO SOUTHERN CO Utilities 49,863.0 $4.8M 0.06% +6K +14.1% $96.52 -3.6%
211 DUK DUKE ENERGY CORP NEW Utilities 36,469.0 $4.8M 0.06% +4K +13.9% $130.94 -5.4%
212 MDLZ MONDELEZ INTL INC Consumer Defensive 78,121.0 $4.5M 0.06% -8K -9.2% $57.64 +4.3%
213 CVS CVS HEALTH CORP Healthcare 62,245.0 $4.5M 0.06% +3K +4.5% $71.82 +36.9%
214 RNW RENEW ENERGY GLOBAL PLC Utilities 959,751.0 $4.4M 0.06% NEW $4.58 +38.0%
215 PSX PHILLIPS 66 Energy 24,041.0 $4.4M 0.06% +3K +15.1% $182.18 -8.8%
216 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 14,986.0 $4.4M 0.06% -12K -45.2% $290.49 -3.5%
217 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 14,283.0 $4.3M 0.06% -10K -40.8% $304.08 +14.7%
218 VLO VALERO ENERGY CORP Energy 17,220.0 $4.3M 0.06% +1K +6.9% $247.08 -4.4%
219 ITW ILLINOIS TOOL WKS INC Industrials 16,329.0 $4.3M 0.06% $260.29 +1.5%
220 CSGP COSTAR GROUP INC Real Estate 103,876.0 $4.2M 0.06% $40.34 -25.3%
Page 11 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%