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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 8 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MET METLIFE INC Financial Services 135,149.0 $11.4M 0.10% -20K -13.0% $84.61 +13.7%
142 AWK AMERICAN WTR WKS CO INC NEW Utilities 86,739.0 $11.4M 0.10% -22K -20.5% $131.58 +6.3%
143 AJG GALLAGHER ARTHUR J & CO Financial Services 49,356.0 $11.3M 0.10% +37K +294.8% $229.57 +18.5%
144 TIGO MILLICOM INTL CELLULAR S A Communication Services 123,455.0 $11.2M 0.10% +4K +3.7% $90.76 +2.4%
145 NXPI NXP SEMICONDUCTORS N V Technology 39,836.0 $11.2M 0.10% +27K +217.7% $281.03 -20.8%
146 PH PARKER-HANNIFIN CORP Industrials 11,309.0 $11.1M 0.10% +1K +13.5% $978.12 +3.7%
147 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 33,298.0 $11.0M 0.10% +19K +133.1% $330.46 -0.1%
148 ETN EATON CORP PLC Industrials 25,376.0 $10.8M 0.09% +8K +48.3% $426.12 -4.1%
149 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 338,060.0 $10.8M 0.09% +23K +7.4% $31.80 +9.3%
150 CAH CARDINAL HEALTH INC Healthcare 44,651.0 $10.6M 0.09% +32K +250.6% $237.56 -2.2%
151 SFM SPROUTS FMRS MKT INC Consumer Defensive 123,209.0 $10.4M 0.09% +16K +15.3% $84.58 +1.8%
152 T AT&T INC Communication Services 496,007.0 $10.3M 0.09% +108K +27.9% $20.70 +24.1%
153 ENTG ENTEGRIS INC Technology 57,006.0 $10.3M 0.09% +914.0 +1.6% $179.86 -23.1%
154 KEYS KEYSIGHT TECHNOLOGIES INC Technology 28,965.0 $10.1M 0.09% +20K +240.6% $350.07 -11.3%
155 ABT ABBOTT LABORATORIES Healthcare 111,702.0 $10.1M 0.09% +19K +21.1% $90.74 +28.6%
156 SLB SLB LIMITED Energy 217,787.0 $10.1M 0.09% -56K -20.3% $46.49 +16.2%
157 FROG JFROG LTD Technology 109,666.0 $10.0M 0.09% -27K -19.6% $90.88 -0.8%
158 CVS CVS HEALTH CORP Healthcare 95,603.0 $9.9M 0.09% +33K +53.6% $103.45 -9.0%
159 BEKE KE HLDGS INC Real Estate 672,160.0 $9.8M 0.09% +178K +36.1% $14.53 +21.9%
160 COF CAPITAL ONE FINL CORP Financial Services 48,221.0 $9.7M 0.08% -2K -3.2% $200.62 +7.8%
Page 8 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%