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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 27 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 PETROLEO BRASILEIRO S A 35,600.0 $668K 0.01% NEW $18.75
522 TROW PRICE T ROWE GROUP INC Financial Services 7,333.0 $661K 0.01% +765.0 +11.7% $90.14 +19.4%
523 RVMD REVOLUTION MEDICINES INC Healthcare 6,794.0 $661K 0.01% NEW $97.25 +67.6%
524 FFIV F5 INC Technology 2,258.0 $653K 0.01% +404.0 +21.8% $289.33 +33.2%
525 ZS ZSCALER INC Technology 4,628.0 $649K 0.01% -1K -24.2% $140.29 -11.0%
526 STANDARDAERO INC 24,822.0 $641K 0.01% NEW $25.83
527 LULU LULULEMON ATHLETICA INC Consumer Cyclical 4,186.0 $641K 0.01% -293.0 -6.5% $153.10 -27.0%
528 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,552.0 $640K 0.01% +214.0 +9.2% $250.64 +30.8%
529 EL LAUDER ESTEE COS INC Consumer Defensive 8,878.0 $637K 0.01% NEW $71.77 +18.2%
530 INCY INCYTE CORP Healthcare 6,627.0 $624K 0.01% +996.0 +17.7% $94.12 +4.4%
531 AMCOR PLC 15,453.0 $614K 0.01% NEW $39.75
532 IP INTERNATIONAL PAPER CO Consumer Cyclical 17,169.0 $613K 0.01% -122.0 -0.7% $35.70 +3.1%
533 NVR NVR INC Consumer Cyclical 93.0 $613K 0.01% -15.0 -13.9% $6589.83 -1.5%
534 MDLN MEDLINE INC Healthcare 13,607.0 $606K 0.01% NEW $44.50 -19.2%
535 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 320.0 $603K 0.01% +12.0 +3.9% $1884.66 +9.9%
536 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,022.0 $603K 0.01% -462.0 -7.1% $100.09 +9.0%
537 LIBERTY MEDIA CORP DEL 7,074.0 $601K 0.01% NEW $85.02
538 XP XP INC Financial Services 31,300.0 $596K 0.01% NEW $19.04 -19.6%
539 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,323.0 $594K 0.01% NEW $93.87 +189.6%
540 DOC HEALTHPEAK PROPERTIES INC Real Estate 35,970.0 $591K 0.01% +1K +3.3% $16.43 +19.1%
Page 27 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%