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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 15 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FAST FASTENAL CO Industrials 84,263.0 $4.0M 0.04% +7K +9.4% $48.03 +6.8%
282 CARR CARRIER GLOBAL CORPORATION Industrials 55,165.0 $4.0M 0.04% +17K +44.6% $73.35 -18.2%
283 NXT NEXTPOWER INC Technology 33,940.0 $4.0M 0.04% NEW $119.14 -28.9%
284 ULTA ULTA BEAUTY INC Consumer Cyclical 8,964.0 $4.0M 0.04% +7K +275.4% $450.98 +19.5%
285 ENTERGY CORP NEW 35,118.0 $4.0M 0.04% +15K +71.4% $114.86
286 RKLB ROCKET LAB CORP Industrials 39,590.0 $4.0M 0.04% +14K +53.6% $101.65 -32.8%
287 BLOCK INC 52,628.0 $4.0M 0.04% +6K +12.5% $76.00
288 IQVIA HLDGS INC 20,692.0 $4.0M 0.04% +11K +116.5% $193.22
289 WSM WILLIAMS SONOMA INC Consumer Cyclical 17,024.0 $4.0M 0.03% +1K +7.0% $233.10 +2.0%
290 NTES NETEASE COM INC Technology 30,878.0 $4.0M 0.03% +3K +12.4% $128.14 -4.0%
291 AMP AMERIPRISE FINL INC Financial Services 8,623.0 $4.0M 0.03% -487.0 -5.3% $458.76 +22.3%
292 PKG PACKAGING CORP AMER Consumer Cyclical 16,560.0 $3.9M 0.03% +2K +17.7% $238.28 +4.4%
293 TFC TRUIST FINL CORP Financial Services 77,947.0 $3.9M 0.03% +15K +24.6% $49.82 +2.0%
294 SPG SIMON PPTY GROUP INC NEW Real Estate 17,252.0 $3.9M 0.03% +5K +37.4% $223.65 -1.3%
295 NXST NEXSTAR MEDIA GROUP INC Communication Services 21,529.0 $3.8M 0.03% NEW $178.59 +4.3%
296 APG API GROUP CORP Industrials 90,347.0 $3.8M 0.03% NEW $42.35 -3.8%
297 REGN REGENERON PHARMACEUTICALS Healthcare 6,114.0 $3.8M 0.03% +1K +25.8% $623.54 +32.9%
298 ACLS AXCELIS TECHNOLOGIES INC Technology 20,103.0 $3.8M 0.03% -5K -18.4% $189.45 -34.8%
299 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,579.0 $3.8M 0.03% -355.0 -5.1% $576.70 -7.6%
300 MPWR MONOLITHIC PWR SYS INC Technology 2,741.0 $3.8M 0.03% +467.0 +20.5% $1382.36 -7.0%
Page 15 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%