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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 19 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ALLE ALLEGION PLC Industrials 18,208.0 $2.6M 0.02% +2K +12.7% $140.49 +15.8%
362 AFG AMERICAN FINANCIAL GROUP INC Financial Services 18,085.0 $2.5M 0.02% -175.0 -1.0% $139.94 +3.2%
363 ATO ATMOS ENERGY CORP Utilities 14,660.0 $2.5M 0.02% -15K -50.6% $172.27 -2.6%
364 EWBC EAST WEST BANCORP INC Financial Services 19,545.0 $2.5M 0.02% -175.0 -0.9% $129.09 -0.1%
365 MSCI MSCI INC Financial Services 4,460.0 $2.5M 0.02% +1K +33.3% $560.04 +2.0%
366 CASY CASEYS GEN STORES INC Consumer Cyclical 3,099.0 $2.5M 0.02% +2K +128.9% $794.79 +7.5%
367 MSM MSC INDL DIRECT INC Industrials 20,695.0 $2.5M 0.02% NEW $118.95 +0.3%
368 ONON ON HLDG AG Consumer Cyclical 69,204.0 $2.5M 0.02% -2K -3.3% $35.42 -16.7%
369 STZ CONSTELLATION BRANDS INC Consumer Defensive 17,555.0 $2.4M 0.02% +3K +19.9% $139.09 -1.1%
370 NRG NRG ENERGY INC Utilities 16,647.0 $2.4M 0.02% +6K +52.0% $146.06 -23.5%
371 PRU PRUDENTIAL FINL INC Financial Services 22,391.0 $2.4M 0.02% +6K +39.1% $107.93 +13.7%
372 FFIV F5 INC Technology 5,791.0 $2.4M 0.02% +4K +156.5% $415.96 -8.9%
373 TECHNIPFMC PLC 36,245.0 $2.4M 0.02% NEW $66.30
374 HSY HERSHEY CO Consumer Defensive 13,652.0 $2.4M 0.02% +4K +34.6% $175.45 +8.3%
375 KVUE KENVUE INC Consumer Defensive 124,685.0 $2.4M 0.02% +35K +38.3% $19.11 +1.7%
376 GIS GENERAL MILLS INC Consumer Defensive 68,359.0 $2.4M 0.02% +7K +12.3% $34.80 +17.6%
377 IRM IRON MTN INC DEL Real Estate 18,832.0 $2.4M 0.02% +3K +19.1% $126.31 -4.1%
378 VRSN VERISIGN INC Technology 9,436.0 $2.4M 0.02% +6K +175.0% $251.56 +15.6%
379 KMB KIMBERLY-CLARK CORP Consumer Defensive 21,508.0 $2.4M 0.02% +5K +32.8% $109.77 +1.5%
380 PPL PPL CORP Utilities 64,932.0 $2.4M 0.02% NEW $36.35 -3.6%
Page 19 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%