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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 14 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 11,093.0 $3.2M 0.04% +967.0 +9.6% $292.75 +32.7%
262 MCHP MICROCHIP TECHNOLOGY INC. Technology 49,848.0 $3.2M 0.04% -57K -53.4% $64.61 +54.4%
263 FDX FEDEX CORP Industrials 8,962.0 $3.2M 0.04% +1K +15.4% $356.18 -8.4%
264 NET CLOUDFLARE INC Technology 15,447.0 $3.2M 0.04% -356.0 -2.2% $206.34 +8.6%
265 PAYC PAYCOM SOFTWARE INC Technology 26,169.0 $3.2M 0.04% -3K -11.0% $121.54 +2.7%
266 CINF CINCINNATI FINL CORP Financial Services 20,209.0 $3.2M 0.04% -6K -23.4% $157.35 +8.2%
267 AVY AVERY DENNISON CORP Industrials 18,115.0 $3.1M 0.04% +1K +6.9% $172.68 -8.1%
268 NKE NIKE INC Consumer Cyclical 59,081.0 $3.1M 0.04% -17K -22.1% $52.82 -14.4%
269 NTES NETEASE COM INC Technology 27,478.0 $3.1M 0.04% +11K +62.8% $111.94 +8.4%
270 TDG TRANSDIGM GROUP INC Industrials 2,621.0 $3.0M 0.04% NEW $1158.96 +14.6%
271 EME EMCOR GROUP INC Industrials 4,109.0 $3.0M 0.04% -59.0 -1.4% $738.31 +13.3%
272 AVB AVALONBAY CMNTYS INC Real Estate 18,496.0 $3.0M 0.04% +108.0 +0.6% $163.35 +8.6%
273 FR FIRST INDL RLTY TR INC Real Estate 52,035.0 $3.0M 0.04% -2K -3.5% $57.85 +6.8%
274 AFL AFLAC INC Financial Services 27,350.0 $3.0M 0.04% +4K +15.7% $109.71 +5.3%
275 PKG PACKAGING CORP AMER Consumer Cyclical 14,072.0 $3.0M 0.04% +2K +18.8% $212.22 +7.9%
276 NTAP NETAPP INC Technology 28,785.0 $2.9M 0.04% +702.0 +2.5% $102.39 +56.0%
277 PCG PG&E CORP Utilities 166,719.0 $2.9M 0.04% +13K +8.6% $17.57 -6.2%
278 TDY TELEDYNE TECHNOLOGIES INC Technology 4,841.0 $2.9M 0.04% -8K -62.5% $605.01 +2.4%
279 LHX L3HARRIS TECHNOLOGIES INC Industrials 8,468.0 $2.9M 0.04% +555.0 +7.0% $345.15 -14.6%
280 WSM WILLIAMS SONOMA INC Consumer Cyclical 15,903.0 $2.9M 0.04% $182.33 +24.5%
Page 14 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%