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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 29 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PINNACLE FINL PARTNERS INC 5,513.0 $475K 0.01% NEW $86.14
562 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 31,372.0 $472K 0.01% -6K -15.5% $15.05 +9.8%
563 INVH INVITATION HOMES INC Real Estate 18,445.0 $458K 0.01% -2K -8.3% $24.85 +14.3%
564 CX CEMEX SA EURO MTN BE 144A Basic Materials 39,601.0 $453K 0.01% +24K +149.1% $11.44 +11.3%
565 GEN GEN DIGITAL INC Technology 24,056.0 $453K 0.01% -14K -37.2% $18.83 +28.4%
566 SHOP SHOPIFY INC Technology 3,772.0 $447K 0.01% NEW $118.62 -8.2%
567 TEAM ATLASSIAN CORPORATION Technology 6,382.0 $436K 0.01% -4K -37.4% $68.25 +21.2%
568 AKAMAI TECHNOLOGIES INC 380,000.0 $435K 0.01% +380K +10000.0% $1.15
569 BILI BILIBILI INC Technology 19,120.0 $431K 0.01% -20K -51.1% $22.56 -23.8%
570 IOT SAMSARA INC Technology 13,535.0 $429K 0.01% -11K -45.4% $31.69 +0.0%
571 HMY HARMONY GOLD MNG LTD Basic Materials 27,766.0 $427K 0.01% -9K -25.1% $15.37 +10.7%
572 TW TRADEWEB MKTS INC Financial Services 3,589.0 $422K 0.01% +569.0 +18.8% $117.66 -15.4%
573 RKT ROCKET COS INC Financial Services 29,252.0 $417K 0.01% NEW $14.25 +1.2%
574 JOYY JOYY INC Communication Services 7,100.0 $415K 0.01% +2K +34.0% $58.39 +12.6%
575 DAL DELTA AIR LINES INC Industrials 6,109.0 $406K 0.01% +366.0 +6.4% $66.48 +26.6%
576 AMERICAN WTR CAP CORP 400,000.0 $404K 0.01% +400K +10000.0% $1.01
577 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,040.0 $400K 0.01% +334.0 +12.3% $131.74 +20.2%
578 EQH EQUITABLE HLDGS INC Financial Services 10,704.0 $397K 0.01% -3K -20.5% $37.11 +22.0%
579 GLPI GAMING & LEISURE P Real Estate 8,872.0 $394K 0.01% -1K -10.8% $44.37 +0.5%
580 ON SEMICONDUCTOR CORP 300,000.0 $388K 0.01% +300K +10000.0% $1.29
Page 29 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%