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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 30 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BBY BEST BUY INC Consumer Cyclical 5,990.0 $385K 0.01% -1K -20.0% $64.20 +16.4%
582 TTD THE TRADE DESK INC Technology 16,633.0 $377K 0.01% -5K -23.8% $22.69 -18.4%
583 CG CARLYLE GROUP INC Financial Services 7,789.0 $377K 0.01% +422.0 +5.7% $48.39 -7.4%
584 UDR UDR INC Real Estate 11,050.0 $373K 0.01% +118.0 +1.1% $33.78 +11.2%
585 FOXA FOX CORP Communication Services 6,357.0 $371K 0.01% NEW $58.40 -10.6%
586 SOLV SOLVENTUM CORP Healthcare 5,520.0 $360K 0.01% +1K +34.9% $65.30 +15.5%
587 IT GARTNER INC Technology 2,250.0 $356K 0.01% -17K -88.2% $158.34 -19.5%
588 IONQ IONQ INC Technology 12,314.0 $355K 0.01% +295.0 +2.5% $28.83 +96.1%
589 FNF FIDELITY NATL FINL INC Financial Services 7,608.0 $353K 0.01% -2K -22.6% $46.38 +0.9%
590 PINS PINTEREST INC Communication Services 18,803.0 $345K 0.00% -112K -85.7% $18.34 +10.6%
591 SCI SERVICE CORP INTL Consumer Cyclical 4,050.0 $334K 0.00% NEW $82.51 -12.0%
592 JKHY HENRY JACK & ASSOC INC Technology 2,111.0 $334K 0.00% +165.0 +8.5% $158.04 -20.1%
593 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,537.0 $321K 0.00% -240.0 -13.5% $209.08 +12.9%
594 VENTAS RLTY LTD PARTNERSHIP 200,000.0 $300K 0.00% +200K +10000.0% $1.50
595 GDDY GODADDY INC Technology 3,612.0 $299K 0.00% -5K -58.4% $82.67 -6.8%
596 NCL CORP LTD 300,000.0 $293K 0.00% +300K +10000.0% $0.98
597 RIVIAN AUTOMOTIVE INC 300,000.0 $293K 0.00% +300K +10000.0% $0.98
598 DATADOG INC 300,000.0 $291K 0.00% +300K +10000.0% $0.97
599 BENTLEY SYS INC 300,000.0 $286K 0.00% +300K +10000.0% $0.95
600 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,203.0 $285K 0.00% -2K -15.6% $21.62 +22.1%
Page 30 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%