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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $6.8B AUM 749 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 564 New
Page 13 of 29  ·  564 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MMM 3M CO Industrials 20,966.0 $3.4M 0.05% NEW $160.10 -0.1%
242 STLD STEEL DYNAMICS INC Basic Materials 19,779.0 $3.4M 0.05% NEW $169.45 +30.9%
243 PCAR PACCAR INC Industrials 30,546.0 $3.3M 0.05% NEW $109.51 +10.7%
244 AVB AVALONBAY CMNTYS INC Real Estate 18,388.0 $3.3M 0.05% NEW $181.31 +5.0%
245 MCO MOODYS CORP Financial Services 6,491.0 $3.3M 0.05% NEW $510.85 -8.3%
246 TRV TRAVELERS COMPANIES INC Financial Services 11,333.0 $3.3M 0.05% NEW $290.06 +15.4%
247 CI THE CIGNA GROUP Healthcare 11,787.0 $3.2M 0.05% NEW $275.23 +0.7%
248 AJG GALLAGHER ARTHUR J & CO Financial Services 12,399.0 $3.2M 0.05% NEW $258.79 -7.4%
249 CSX CSX CORP Industrials 87,489.0 $3.2M 0.05% NEW $36.25 +33.3%
250 HWM HOWMET AEROSPACE INC Industrials 15,377.0 $3.2M 0.05% NEW $205.02 +30.4%
251 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 34,294.0 $3.1M 0.05% NEW $91.21 +1.6%
252 NET CLOUDFLARE INC Technology 15,803.0 $3.1M 0.05% NEW $197.15 +24.9%
253 FR FIRST INDL RLTY TR INC Real Estate 53,923.0 $3.1M 0.05% NEW $57.27 +7.6%
254 AVY AVERY DENNISON CORP Industrials 16,943.0 $3.1M 0.05% NEW $181.88 -10.3%
255 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,198.0 $3.1M 0.04% NEW $1394.19 -6.7%
256 OC OWENS CORNING NEW Industrials 27,369.0 $3.1M 0.04% NEW $111.91 +34.6%
257 NSC NORFOLK SOUTHN CORP Industrials 10,571.0 $3.1M 0.04% NEW $288.72 +10.5%
258 GPC GENUINE PARTS CO Consumer Cyclical 24,501.0 $3.0M 0.04% NEW $122.96 -4.5%
259 NTAP NETAPP INC Technology 28,083.0 $3.0M 0.04% NEW $107.09 +46.0%
260 KMI KINDER MORGAN INC DEL Energy 108,990.0 $3.0M 0.04% NEW $27.49 +15.4%
Page 13 of 29  ·  564 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 35.6%
Financial Services 14.0%
Healthcare 11.0%
Consumer Cyclical 10.9%
Industrials 9.2%
Communication Services 7.6%
Consumer Defensive 3.3%
Real Estate 2.6%
Basic Materials 2.2%
Utilities 1.8%