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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 21 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MTB M & T BK CORP Financial Services 6,898.0 $1.4M 0.02% +419.0 +6.5% $206.72 +8.9%
402 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 52,754.0 $1.4M 0.02% -4K -6.3% $26.94 +37.0%
403 EXPD EXPEDITORS INTL WASH INC Industrials 9,918.0 $1.4M 0.02% +2K +24.0% $143.23 +12.6%
404 CW CURTISS WRIGHT CORP Industrials 2,085.0 $1.4M 0.02% NEW $681.12 +13.3%
405 OSK OSHKOSH CORP Industrials 9,600.0 $1.4M 0.02% -25K -72.2% $147.21 -5.2%
406 COIN COINBASE GLOBAL INC Financial Services 8,017.0 $1.4M 0.02% NEW $174.61 -6.5%
407 ALC ALCON AG Healthcare 18,300.0 $1.4M 0.02% NEW $75.35 -14.2%
408 COHR COHERENT CORP Technology 5,763.0 $1.4M 0.02% NEW $238.21 +63.5%
409 CHRW C H ROBINSON WORLDWIDE IN Industrials 8,213.0 $1.4M 0.02% +629.0 +8.3% $166.07 +11.4%
410 NI NISOURCE INC Utilities 29,147.0 $1.4M 0.02% +3K +12.9% $46.66 +1.3%
411 IEX IDEX CORP Industrials 7,164.0 $1.4M 0.02% +3K +64.6% $189.55 +18.7%
412 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,897.0 $1.4M 0.02% -413.0 -5.7% $196.04 +8.9%
413 FLEX FLEXTRONICS INTL LTD Technology 20,497.0 $1.3M 0.02% NEW $65.46 +125.5%
414 FIS FIDELITY NATL INFORMATION SV Technology 28,509.0 $1.3M 0.02% +8K +40.8% $46.91 -18.5%
415 WDAY WORKDAY INC Technology 10,289.0 $1.3M 0.02% -143K -93.3% $129.92 -10.0%
416 WSO WATSCO INC Industrials 3,672.0 $1.3M 0.02% +1K +57.0% $363.79 +10.2%
417 NTRS NORTHERN TR CORP Financial Services 9,454.0 $1.3M 0.02% +3K +39.1% $139.57 +23.3%
418 CFR CULLEN FROST BANKERS INC Financial Services 9,600.0 $1.3M 0.02% -24K -71.0% $137.08 +6.3%
419 EXPE EXPEDIA GROUP INC Consumer Cyclical 5,627.0 $1.3M 0.02% NEW $230.89 +4.3%
420 AMRIZE LTD 23,060.0 $1.3M 0.02% NEW $56.02
Page 21 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%