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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 6 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DGX QUEST DIAGNOSTICS INC Healthcare 76,360.0 $15.0M 0.20% +4K +5.7% $195.98 -0.5%
102 AWK AMERICAN WTR WKS CO INC NEW Utilities 109,115.0 $14.8M 0.19% -88K -44.7% $136.09 -8.1%
103 GS GOLDMAN SACHS GROUP INC Financial Services 17,277.0 $14.6M 0.19% +2K +9.6% $845.99 +29.6%
104 LOW LOWES COS INC Consumer Cyclical 61,133.0 $14.4M 0.19% -15K -19.9% $236.28 -6.0%
105 BEONE MEDICINES LTD 47,564.0 $14.1M 0.18% +15K +48.3% $296.97
106 SLB SLB LIMITED Energy 273,361.0 $14.0M 0.18% $51.39 -6.4%
107 ISRG INTUITIVE SURGICAL INC Healthcare 30,250.0 $13.9M 0.18% +5K +20.2% $460.99 -11.8%
108 INTU INTUIT Technology 32,210.0 $13.9M 0.18% -835.0 -2.5% $432.38 -38.2%
109 PLTR PALANTIR TECHNOLOGIES INC Technology 93,835.0 $13.7M 0.18% NEW $146.28 -12.2%
110 INFY INFOSYS LTD Technology 997,028.0 $13.5M 0.18% +484K +94.2% $13.51 -21.8%
111 CIEN CIENA CORP Technology 34,300.0 $13.3M 0.17% -21K -37.9% $388.23 +10.3%
112 SCHW SCHWAB CHARLES CORP Financial Services 137,274.0 $12.9M 0.17% +10K +7.8% $93.98 -2.4%
113 UNP UNION PAC CORP Industrials 53,158.0 $12.9M 0.17% +1K +2.3% $242.62 +5.9%
114 GE GE AEROSPACE Industrials 44,298.0 $12.6M 0.16% +6K +15.5% $283.77 +26.0%
115 EW EDWARDS LIFESCIENCES CORP Healthcare 153,031.0 $12.3M 0.16% +129K +526.7% $80.08 +9.1%
116 QCOM QUALCOMM INC Technology 93,717.0 $12.1M 0.16% -28K -22.7% $128.78 +75.6%
117 IBM INTERNATIONAL BUSINESS MACHS Technology 49,663.0 $12.0M 0.16% +5K +11.1% $242.39 +2.8%
118 BKR BAKER HUGHES COMPANY Energy 196,845.0 $12.0M 0.16% +28K +16.5% $61.05 -4.3%
119 CL COLGATE PALMOLIVE CO Consumer Defensive 140,942.0 $12.0M 0.16% +10K +7.8% $85.23 +5.0%
120 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 314,672.0 $11.6M 0.15% +103K +48.5% $36.81 -9.6%
Page 6 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%