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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 30 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 HONEYWELL AEROSPACE INC 2,705.0 $598K 0.01% NEW $221.08
582 RKT ROCKET COS INC Financial Services 37,425.0 $589K 0.01% +8K +27.9% $15.75 -11.1%
583 TEAM ATLASSIAN CORPORATION Technology 7,461.0 $580K 0.01% +1K +16.9% $77.79 +121.5%
584 ROL ROLLINS INC Consumer Cyclical 13,732.0 $573K 0.01% -3K -20.0% $41.74 -10.7%
585 IOT SAMSARA INC Technology 16,660.0 $540K 0.01% +3K +23.1% $32.43 +23.4%
586 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 15,719.0 $533K 0.01% NEW $33.88 +8.9%
587 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,753.0 $519K 0.00% +274.0 +18.5% $296.04 +16.8%
588 HMY HARMONY GOLD MNG LTD Basic Materials 33,866.0 $515K 0.00% +6K +22.0% $15.21 +49.9%
589 SATS ECHOSTAR CORP Technology 4,980.0 $505K 0.00% +369.0 +8.0% $101.50 -14.3%
590 SHOP SHOPIFY INC Technology 4,175.0 $477K 0.00% +403.0 +10.7% $114.18 +31.0%
591 FOXA FOX CORP Communication Services 9,036.0 $471K 0.00% +3K +42.1% $52.16 +32.8%
592 JOYY JOYY INC Communication Services 7,100.0 $469K 0.00% $65.99 +11.4%
593 PODD INSULET CORP Healthcare 3,007.0 $458K 0.00% +462.0 +18.1% $152.25 -4.1%
594 NWSA NEWS CORP NEW Communication Services 18,326.0 $455K 0.00% +8K +78.7% $24.83 +23.8%
595 H HYATT HOTELS CORP Consumer Cyclical 2,221.0 $431K 0.00% NEW $193.84 -7.6%
596 CRCL CIRCLE INTERNET GROUP INC Financial Services 6,673.0 $418K 0.00% NEW $62.63 +40.5%
597 STNE STONECO LTD Technology 37,350.0 $405K 0.00% NEW $10.84 -11.4%
598 DVN DEVON ENERGY CORP NEW Energy 9,797.0 $405K 0.00% NEW $41.32 +16.3%
599 OXY OCCIDENTAL PETE CORP Energy 6,722.0 $326K 0.00% NEW $48.57 +23.4%
600 HAS HASBRO INC Consumer Cyclical 3,647.0 $301K 0.00% NEW $82.59 +15.7%
Page 30 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%