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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 20 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HIG HARTFORD INSURANCE GROUP INC Financial Services 17,591.0 $2.3M 0.02% +2K +12.8% $132.52 +4.9%
382 DOV DOVER CORP Industrials 10,378.0 $2.3M 0.02% -2K -14.5% $224.28 -9.2%
383 WLK WESTLAKE CORPORATION Basic Materials 31,597.0 $2.3M 0.02% NEW $73.00 +4.8%
384 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 22,944.0 $2.3M 0.02% +13K +121.1% $100.07 +10.0%
385 JBL JABIL INC Technology 5,928.0 $2.3M 0.02% +45.0 +0.8% $385.48 -20.9%
386 EIX EDISON INTL Utilities 30,621.0 $2.3M 0.02% -4K -12.7% $74.45 -0.6%
387 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,557.0 $2.3M 0.02% +2K +31.0% $301.03 -21.6%
388 OTIS OTIS WORLDWIDE CORP Industrials 31,731.0 $2.3M 0.02% +3K +11.5% $71.60 +0.8%
389 A AGILENT TECHNOLOGIES INC Healthcare 17,091.0 $2.3M 0.02% +6K +60.0% $132.83 +15.5%
390 CAVA CAVA GROUP INC Consumer Cyclical 28,742.0 $2.3M 0.02% -977.0 -3.3% $78.48 -8.3%
391 CNP CENTERPOINT ENERGY INC Utilities 51,053.0 $2.2M 0.02% +14K +38.7% $44.04 -11.2%
392 FE FIRSTENERGY CORP Utilities 47,263.0 $2.2M 0.02% +16K +51.7% $47.54 -2.0%
393 RVMD REVOLUTION MEDICINES INC Healthcare 11,990.0 $2.2M 0.02% +5K +76.5% $187.28 +13.0%
394 HBAN HUNTINGTON BANCSHARES INC Financial Services 126,424.0 $2.2M 0.02% +20K +19.4% $17.73 -3.9%
395 EXPE EXPEDIA GROUP INC Consumer Cyclical 8,720.0 $2.2M 0.02% +3K +55.0% $255.88 +32.5%
396 DRI DARDEN RESTAURANTS INC Consumer Cyclical 10,829.0 $2.2M 0.02% +4K +57.0% $206.01 +9.5%
397 LAMR LAMAR ADVERTISING CO Real Estate 14,250.0 $2.2M 0.02% -5K -24.4% $155.98 -2.1%
398 GXO GXO LOGISTICS INCORPORATED Industrials 43,824.0 $2.2M 0.02% -1K -2.3% $50.70 -7.3%
399 FTAI AVIATION LTD 8,204.0 $2.2M 0.02% -661.0 -7.5% $270.53
400 WMS ADVANCED DRAIN SYS INC DEL Industrials 14,119.0 $2.2M 0.02% NEW $156.96 -10.5%
Page 20 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%