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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 12 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MPC MARATHON PETE CORP Energy 17,111.0 $4.2M 0.05% +2K +11.2% $244.18 -0.5%
222 EBAY EBAY INC. Consumer Cyclical 45,364.0 $4.1M 0.05% +22K +95.2% $91.02 +18.9%
223 KMI KINDER MORGAN INC DEL Energy 123,099.0 $4.1M 0.05% +14K +12.9% $33.53 -5.8%
224 HCA HCA HEALTHCARE INC Healthcare 8,706.0 $4.1M 0.05% +703.0 +8.8% $473.24 -20.7%
225 CSX CSX CORP Industrials 100,109.0 $4.1M 0.05% +13K +14.4% $41.05 +11.2%
226 FCX FREEPORT MCMORAN INC Basic Materials 69,712.0 $4.1M 0.05% +11K +18.8% $58.78 +16.8%
227 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,934.0 $4.1M 0.05% -8K -54.9% $588.68 +3.5%
228 ROP ROPER TECHNOLOGIES INC Industrials 11,517.0 $4.1M 0.05% -826.0 -6.7% $353.86 -6.7%
229 WTRG ESSENTIAL UTILS INC Utilities 101,030.0 $4.1M 0.05% -27K -21.2% $40.27 -8.9%
230 L LOEWS CORP Financial Services 37,958.0 $4.1M 0.05% +11K +38.3% $106.74 +0.5%
231 AMP AMERIPRISE FINL INC Financial Services 9,110.0 $4.0M 0.05% -11K -54.8% $444.40 +5.2%
232 TRGP TARGA RES CORP Energy 16,137.0 $4.0M 0.05% +4K +30.3% $250.73 +3.1%
233 CBOE CBOE GLOBAL MKTS INC Financial Services 14,343.0 $4.0M 0.05% +754.0 +5.5% $281.07 -11.4%
234 HWM HOWMET AEROSPACE INC Industrials 17,433.0 $4.0M 0.05% +2K +13.4% $230.46 +20.5%
235 XEL XCEL ENERGY INC Utilities 50,062.0 $4.0M 0.05% -55K -52.4% $79.44 -2.6%
236 PYPL PAYPAL HLDGS INC Financial Services 87,181.0 $3.9M 0.05% +1K +1.3% $45.23 -6.0%
237 PCAR PACCAR INC Industrials 33,732.0 $3.9M 0.05% +3K +10.4% $115.50 +3.0%
238 CFG CITIZENS FINL GROUP INC Financial Services 64,894.0 $3.9M 0.05% +42K +185.3% $59.97 +11.9%
239 TRMB TRIMBLE INC Technology 59,394.0 $3.9M 0.05% -1K -1.9% $65.23 -24.6%
240 NVMI NOVA LTD Technology 8,861.0 $3.8M 0.05% NEW $434.28 +32.5%
Page 12 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%