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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 9 of 32  ·  629 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 120,461.0 $7.4M 0.10% +74K +159.6% $61.35 -28.8%
162 AMT AMERICAN TOWER CORP Real Estate 41,610.0 $7.2M 0.09% +721.0 +1.8% $172.58 +2.0%
163 INGERSOLL RAND INC 88,514.0 $7.1M 0.09% -41K -31.7% $80.12
164 BA BOEING CO Industrials 34,243.0 $6.8M 0.09% +5K +16.7% $199.03 +11.9%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 112,131.0 $6.8M 0.09% +14K +14.1% $60.65 -11.0%
166 APH AMPHENOL CORP Technology 53,550.0 $6.8M 0.09% +7K +16.3% $126.35 +29.8%
167 CPRT COPART INC Industrials 202,639.0 $6.7M 0.09% +3K +1.4% $33.20 -8.9%
168 ADI ANALOG DEVICES INC Technology 21,122.0 $6.7M 0.09% +2K +9.8% $318.14 +36.6%
169 ES EVERSOURCE ENERGY Utilities 96,368.0 $6.7M 0.09% -13K -12.3% $69.28 +0.4%
170 MCK MCKESSON CORP Healthcare 7,653.0 $6.6M 0.09% +584.0 +8.3% $865.36 -13.3%
171 SBS COMPANHIA DE SANEAMENTO BASI Utilities 216,814.0 $6.6M 0.09% $30.51 -82.8%
172 EXC EXELON CORP Utilities 134,220.0 $6.6M 0.09% +17K +14.5% $49.02 -6.5%
173 ENTG ENTEGRIS INC Technology 56,092.0 $6.6M 0.09% +2K +3.6% $117.24 +52.5%
174 FROG JFROG LTD Technology 136,366.0 $6.4M 0.08% NEW $46.93 +76.3%
175 URI UNITED RENTALS INC Industrials 8,758.0 $6.4M 0.08% +2K +25.9% $728.56 +47.8%
176 GLW CORNING INC Technology 46,913.0 $6.4M 0.08% +8K +21.3% $135.97 +43.4%
177 PGR PROGRESSIVE CORP Financial Services 32,097.0 $6.4M 0.08% +787.0 +2.5% $198.24 +3.3%
178 LITHIUM ARGENTINA AG 948,297.0 $6.3M 0.08% NEW $6.68
179 CEG CONSTELLATION ENERGY CORP Utilities 22,582.0 $6.3M 0.08% +2K +8.2% $279.25 -1.9%
180 AON AON PLC Financial Services 19,265.0 $6.2M 0.08% NEW $322.78 -1.6%
Page 9 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%