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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $6.8B AUM 749 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 564 New
Page 21 of 29  ·  564 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VICI VICI PPTYS INC Real Estate 40,521.0 $1.1M 0.02% NEW $28.12 -6.6%
402 ODFL OLD DOMINION FREIGHT LINE IN Industrials 7,092.0 $1.1M 0.02% NEW $156.80 +39.0%
403 LPLA LPL FINL HLDGS INC Financial Services 3,096.0 $1.1M 0.02% NEW $357.17 -17.9%
404 HEICO CORP NEW 4,328.0 $1.1M 0.02% NEW $252.43
405 TRU TRANSUNION Industrials 12,668.0 $1.1M 0.02% NEW $85.75 -13.2%
406 RF REGIONS FINANCIAL CORP NEW Financial Services 40,004.0 $1.1M 0.02% NEW $27.10 +13.7%
407 NI NISOURCE INC Utilities 25,819.0 $1.1M 0.02% NEW $41.76 +12.3%
408 GDDY GODADDY INC Technology 8,681.0 $1.1M 0.02% NEW $124.08 -30.0%
409 BE BLOOM ENERGY CORP Industrials 12,050.0 $1.0M 0.01% NEW $86.89 +233.2%
410 GEN GEN DIGITAL INC Technology 38,337.0 $1.0M 0.01% NEW $27.19 -4.0%
411 NTNX NUTANIX INC Technology 20,086.0 $1.0M 0.01% NEW $51.69 -0.9%
412 DLTR DOLLAR TREE INC Consumer Defensive 8,280.0 $1.0M 0.01% NEW $123.01 -1.5%
413 DOCU DOCUSIGN INC Technology 14,787.0 $1.0M 0.01% NEW $68.40 -32.7%
414 J JACOBS SOLUTIONS INC Industrials 7,451.0 $987K 0.01% NEW $132.46 -5.9%
415 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 11,274.0 $986K 0.01% NEW $87.42 -26.9%
416 KEY KEYCORP Financial Services 47,585.0 $982K 0.01% NEW $20.64 +12.6%
417 PPG PPG INDS INC Basic Materials 9,567.0 $980K 0.01% NEW $102.46 +19.7%
418 LNT ALLIANT ENERGY CORP Utilities 14,940.0 $971K 0.01% NEW $65.01 +16.6%
419 OKTA OKTA INC Technology 11,195.0 $968K 0.01% NEW $86.47 +62.4%
420 BILI BILIBILI INC Technology 39,120.0 $962K 0.01% NEW $24.59 -29.1%
Page 21 of 29  ·  564 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 35.6%
Financial Services 14.0%
Healthcare 11.0%
Consumer Cyclical 10.9%
Industrials 9.2%
Communication Services 7.6%
Consumer Defensive 3.3%
Real Estate 2.6%
Basic Materials 2.2%
Utilities 1.8%