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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 19 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NDAQ NASDAQ INC Financial Services 22,537.0 $1.9M 0.03% +4K +24.0% $84.89 -3.1%
362 RSG REPUBLIC SVCS INC Industrials 8,725.0 $1.9M 0.03% -470.0 -5.1% $219.02 -6.4%
363 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 5,767.0 $1.9M 0.03% $330.87 -16.0%
364 LECO LINCOLN ELEC HLDGS INC Industrials 7,635.0 $1.9M 0.03% -3K -25.0% $249.08 +10.5%
365 SONY SONY GROUP CORP Technology 91,500.0 $1.9M 0.03% -219K -70.5% $20.70 -1.8%
366 NTRA NATERA INC Healthcare 9,346.0 $1.9M 0.02% +3K +44.6% $199.99 +15.7%
367 GRMN GARMIN LTD Technology 8,051.0 $1.9M 0.02% NEW $232.01 +0.9%
368 HUBS HUBSPOT INC Technology 7,408.0 $1.8M 0.02% -3K -32.0% $244.10 -27.9%
369 MSCI MSCI INC Financial Services 3,346.0 $1.8M 0.02% +433.0 +14.9% $539.01 +7.8%
370 TSN TYSON FOODS INC Consumer Defensive 27,526.0 $1.8M 0.02% NEW $64.07 -13.4%
371 NU NU HLDGS LTD Financial Services 121,101.0 $1.7M 0.02% NEW $14.37 -11.6%
372 BE BLOOM ENERGY CORP Industrials 12,508.0 $1.7M 0.02% +458.0 +3.8% $135.49 +142.8%
373 NUE NUCOR CORP Basic Materials 9,969.0 $1.7M 0.02% +2K +25.4% $169.10 +44.2%
374 HBAN HUNTINGTON BANCSHARES INC Financial Services 105,926.0 $1.7M 0.02% +25K +30.3% $15.65 +7.7%
375 RKLB ROCKET LAB CORP Industrials 25,767.0 $1.7M 0.02% +4K +18.0% $64.22 +67.0%
376 HPE HEWLETT PACKARD ENTERPRISE C Technology 68,958.0 $1.6M 0.02% +4K +5.5% $23.81 +99.1%
377 PAYX PAYCHEX INC Industrials 17,793.0 $1.6M 0.02% -121.0 -0.7% $92.12 +6.6%
378 CCI CROWN CASTLE INC Real Estate 20,083.0 $1.6M 0.02% -27K -57.8% $81.31 +0.9%
379 IQVIA HLDGS INC 9,557.0 $1.6M 0.02% +3K +51.1% $170.54
380 RS RELIANCE INC Basic Materials 5,361.0 $1.6M 0.02% -235.0 -4.2% $303.92 +30.4%
Page 19 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%