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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 26 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BRO BROWN & BROWN INC Financial Services 17,629.0 $1.1M 0.01% -380.0 -2.1% $64.15 +16.3%
502 ARES ARES MANAGEMENT CORPORATION Financial Services 10,113.0 $1.1M 0.01% +3K +34.7% $111.31 +25.8%
503 IP INTERNATIONAL PAPER CO Consumer Cyclical 29,508.0 $1.1M 0.01% +12K +71.9% $38.10 +7.7%
504 EFX EQUIFAX INC Industrials 7,039.0 $1.1M 0.01% +422.0 +6.4% $158.72 +22.6%
505 INCY INCYTE CORP Healthcare 9,804.0 $1.1M 0.01% +3K +47.9% $113.36 +12.9%
506 HPQ HP INC Technology 50,423.0 $1.1M 0.01% +12K +31.6% $21.94 +30.3%
507 MSTR STRATEGY INC Technology 12,622.0 $1.1M 0.01% +3K +28.7% $86.93 +41.1%
508 KEY KEYCORP Financial Services 47,244.0 $1.1M 0.01% -2K -3.3% $23.05 -5.1%
509 ASTS AST SPACEMOBILE INC Technology 12,191.0 $1.1M 0.01% +177.0 +1.5% $88.86 -29.8%
510 WY WEYERHAEUSER CO Real Estate 44,654.0 $1.1M 0.01% +12K +38.4% $23.94 +1.9%
511 RS RELIANCE INC Basic Materials 2,852.0 $1.1M 0.01% -3K -46.8% $373.60 +2.4%
512 NVR NVR INC Consumer Cyclical 156.0 $1.1M 0.01% +63.0 +67.7% $6813.40 -6.1%
513 ESS ESSEX PPTY TR INC Real Estate 3,641.0 $1.1M 0.01% +861.0 +31.0% $291.59 +0.7%
514 L LOEWS CORP Financial Services 9,377.0 $1.1M 0.01% -29K -75.3% $113.21 -1.6%
515 COP CONOCOPHILLIPS Energy 10,200.0 $1.1M 0.01% NEW $103.96 +28.3%
516 DUPONT DE NEMOURS INC 7,781.0 $1.1M 0.01% NEW $135.64
517 SBAC SBA COMMUNICATIONS CORP Real Estate 5,917.0 $1.0M 0.01% +1K +29.0% $176.46 +4.9%
518 ZM ZOOM COMMUNICATIONS INC Technology 12,006.0 $1.0M 0.01% +3K +39.0% $86.31 +21.5%
519 CDE COEUR MNG INC Basic Materials 63,440.0 $1.0M 0.01% +22K +52.9% $16.32 +27.9%
520 GPN GLOBAL PMTS INC Industrials 14,081.0 $1.0M 0.01% +6K +70.6% $72.56 +30.0%
Page 26 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%