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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 25 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LPLA LPL FINL HLDGS INC Financial Services 4,570.0 $1.3M 0.01% +1K +33.1% $281.68 +29.3%
482 INSM INSMED INC Healthcare 12,028.0 $1.3M 0.01% -1K -8.5% $106.62 +16.3%
483 JBHT HUNT J B TRANS SVCS INC Industrials 4,395.0 $1.3M 0.01% +793.0 +22.0% $289.43 -10.2%
484 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 11,786.0 $1.3M 0.01% +2K +14.8% $107.78 +3.8%
485 DAL DELTA AIR LINES INC Industrials 13,555.0 $1.3M 0.01% +7K +121.9% $93.66 -11.9%
486 AMCOR PLC 28,734.0 $1.2M 0.01% +13K +85.9% $43.35
487 OKTA OKTA INC Technology 8,957.0 $1.2M 0.01% +3K +39.6% $136.45 -4.0%
488 PNR PENTAIR PLC Industrials 15,905.0 $1.2M 0.01% -1K -8.5% $76.66 -17.4%
489 SONY SONY GROUP CORP Technology 60,470.0 $1.2M 0.01% -31K -33.9% $20.06 +20.9%
490 OC OWENS CORNING NEW Industrials 7,522.0 $1.2M 0.01% -10K -58.0% $158.96 -7.5%
491 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,205.0 $1.2M 0.01% +316.0 +16.7% $541.83 -5.3%
492 GGG GRACO INC Industrials 15,687.0 $1.2M 0.01% +4K +35.1% $75.61 +6.0%
493 TOTALENERGIES SE 15,200.0 $1.2M 0.01% -8K -35.0% $77.76
494 MDLN MEDLINE INC Healthcare 29,423.0 $1.2M 0.01% +16K +116.2% $39.44 -12.0%
495 CORPAY INC 3,481.0 $1.2M 0.01% +1K +42.7% $333.27
496 DOW DOW HLDGS INC Basic Materials 42,278.0 $1.2M 0.01% +14K +50.9% $27.36 +14.9%
497 FN FABRINET Technology 2,035.0 $1.1M 0.01% NEW $562.08 -25.1%
498 STE STERIS PLC Healthcare 5,414.0 $1.1M 0.01% +1K +30.7% $210.57 +13.0%
499 BURL BURLINGTON STORES INC Consumer Cyclical 3,588.0 $1.1M 0.01% +1K +50.2% $316.80 +4.4%
500 LENNAR CORP 12,768.0 $1.1M 0.01% -2K -12.7% $88.71
Page 25 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%