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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 29 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 360.0 $749K 0.01% +40.0 +12.5% $2080.79 +5.4%
562 REGCO REGENCY CTRS CORP 9,343.0 $745K 0.01% -972.0 -9.4% $79.74
563 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 42,926.0 $745K 0.01% +12K +36.8% $17.35 -2.6%
564 SPSC SPS COMM INC Technology 13,001.0 $743K 0.01% -522.0 -3.9% $57.17 +43.1%
565 ZS ZSCALER INC Technology 5,167.0 $729K 0.01% +539.0 +11.7% $141.15 +25.1%
566 GLPI GAMING & LEISURE P Real Estate 16,295.0 $726K 0.01% +7K +83.7% $44.53 -1.5%
567 BAP CREDICORP LTD Financial Services 1,830.0 $713K 0.01% -1K -42.6% $389.58 -2.2%
568 SPACE EXPLORATION TECHN CORP 4,165.0 $712K 0.01% NEW $170.86
569 GEN GEN DIGITAL INC Technology 28,483.0 $709K 0.01% +4K +18.4% $24.89 +17.0%
570 EOG EOG RES INC Energy 5,344.0 $693K 0.01% NEW $129.73 +15.4%
571 FNF FIDELITY NATL FINL INC Financial Services 14,322.0 $675K 0.01% +7K +88.2% $47.16 +0.5%
572 SN SHARKNINJA INC Consumer Cyclical 4,385.0 $668K 0.01% NEW $152.27 +20.5%
573 LVS LAS VEGAS SANDS CORP Consumer Cyclical 14,342.0 $662K 0.01% +4K +39.5% $46.19 +1.5%
574 TW TRADEWEB MKTS INC Financial Services 6,627.0 $660K 0.01% +3K +84.7% $99.66 +8.1%
575 CARNIVAL CORP LTD 22,679.0 $648K 0.01% NEW $28.57
576 APPF APPFOLIO INC Technology 3,930.0 $630K 0.01% +473.0 +13.7% $160.35 +41.0%
577 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5,457.0 $623K 0.01% +1K +30.4% $114.18 +7.1%
578 TWST TWIST BIOSCIENCE CORP Healthcare 6,035.0 $621K 0.01% NEW $102.88 +35.7%
579 CG CARLYLE GROUP INC Financial Services 14,674.0 $618K 0.01% +7K +88.4% $42.11 +16.7%
580 HONEYWELL INTL INC 2,705.0 $606K 0.01% NEW $223.90
Page 29 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%