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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 13 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TDG TRANSDIGM GROUP INC Industrials 3,954.0 $5.3M 0.05% +1K +50.9% $1332.04 -10.5%
242 ITW ILLINOIS TOOL WKS INC Industrials 19,197.0 $5.2M 0.04% +3K +17.6% $270.47 +4.1%
243 EXPAND ENERGY CORPORATION 56,917.0 $5.2M 0.04% NEW $91.19
244 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 17,628.0 $5.2M 0.04% +3K +17.6% $293.18 +3.6%
245 BSX BOSTON SCIENTIFIC CORP Healthcare 120,817.0 $5.2M 0.04% -773K -86.5% $42.68 +16.8%
246 MANH MANHATTAN ASSOCIATES INC Technology 36,996.0 $5.2M 0.04% -1K -3.9% $139.25 +53.0%
247 XEL XCEL ENERGY INC Utilities 63,810.0 $5.1M 0.04% +14K +27.5% $80.30 -3.9%
248 TRGP TARGA RES CORP Energy 19,066.0 $5.1M 0.04% +3K +18.1% $268.14 +7.0%
249 CFG CITIZENS FINL GROUP INC Financial Services 72,933.0 $5.1M 0.04% +8K +12.4% $70.07 -0.3%
250 MMM 3M CO Industrials 31,551.0 $5.1M 0.04% +7K +29.9% $161.91 +10.8%
251 NKE NIKE INC Consumer Cyclical 123,445.0 $5.1M 0.04% +64K +108.9% $41.05 -3.8%
252 NTAP NETAPP INC Technology 32,540.0 $5.0M 0.04% +4K +13.0% $154.76 +21.1%
253 HPE HEWLETT PACKARD ENTERPRISE C Technology 110,876.0 $5.0M 0.04% +42K +60.8% $45.11 +18.5%
254 DHI D R HORTON INC Consumer Cyclical 30,567.0 $5.0M 0.04% +3K +9.7% $162.88 -7.4%
255 CNH INDL N V 439,464.0 $4.9M 0.04% +332K +310.5% $11.23
256 OKE ONEOK INC NEW Energy 56,098.0 $4.9M 0.04% -35K -38.1% $86.94 +5.5%
257 OMC OMNICOM GROUP INC Communication Services 66,634.0 $4.9M 0.04% +48K +250.0% $72.83 +21.1%
258 CI THE CIGNA GROUP Healthcare 17,353.0 $4.8M 0.04% +5K +41.3% $275.68 +1.3%
259 HOOD ROBINHOOD MKTS INC Financial Services 46,867.0 $4.7M 0.04% +8K +21.9% $100.28 +11.8%
260 UMC UNITED MICROELECTRONICS CORP Technology 172,000.0 $4.7M 0.04% +84K +96.1% $27.21 -28.0%
Page 13 of 31  ·  616 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%