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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 22 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DG DOLLAR GEN CORP Consumer Defensive 10,776.0 $1.3M 0.02% +1K +14.2% $118.73 -4.4%
422 EXR EXTRA SPACE STORAGE INC Real Estate 9,587.0 $1.3M 0.02% -488.0 -4.8% $131.13 +10.8%
423 ULTA ULTA BEAUTY INC Consumer Cyclical 2,388.0 $1.2M 0.02% +404.0 +20.4% $522.71 -12.7%
424 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 4,234.0 $1.2M 0.02% NEW $290.70 -12.2%
425 LENNAR CORP 14,630.0 $1.2M 0.02% +830.0 +6.0% $84.12
426 LNT ALLIANT ENERGY CORP Utilities 17,058.0 $1.2M 0.02% +2K +14.2% $71.76 +1.7%
427 MSTR STRATEGY INC Technology 9,805.0 $1.2M 0.02% NEW $124.80 -9.8%
428 RJF RAYMOND JAMES FINL INC Financial Services 8,437.0 $1.2M 0.02% +1K +17.5% $144.79 +7.6%
429 A AGILENT TECHNOLOGIES INC Healthcare 10,679.0 $1.2M 0.02% -2K -17.2% $113.98 +11.5%
430 FICO FAIR ISAAC CORP Technology 1,133.0 $1.2M 0.02% -145.0 -11.3% $1067.54 +2.7%
431 FSS FEDERAL SIGNAL CORP Industrials 11,137.0 $1.2M 0.02% NEW $108.14 +9.6%
432 FISV FISERV INC Technology 21,487.0 $1.2M 0.02% -5K -17.8% $55.80 -14.2%
433 IRTC IRHYTHM HOLDINGS INC Healthcare 10,139.0 $1.2M 0.02% -62.0 -0.6% $118.02 -11.3%
434 EFX EQUIFAX INC Industrials 6,617.0 $1.2M 0.02% -723.0 -9.8% $180.07 -14.5%
435 WAT WATERS CORP Healthcare 4,000.0 $1.2M 0.02% +2K +125.2% $297.80 +19.4%
436 NDSN NORDSON CORP Industrials 4,470.0 $1.2M 0.01% +2K +58.5% $266.06 +11.2%
437 VICI VICI PPTYS INC Real Estate 43,423.0 $1.2M 0.01% +3K +7.2% $27.32 -3.8%
438 CNH INDL N V 107,058.0 $1.2M 0.01% NEW $11.00
439 BRO BROWN & BROWN INC Financial Services 18,009.0 $1.2M 0.01% -444K -96.1% $65.21 -9.4%
440 AER AERCAP HOLDINGS NV Industrials 8,524.0 $1.2M 0.01% NEW $137.18 +5.7%
Page 22 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%