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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 9 of 31  ·  616 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JCI JOHNSON CONTROLS INTERNATION Industrials 65,084.0 $9.5M 0.08% -3K -3.8% $146.11 -2.1%
162 BKNG BOOKING HOLDINGS INC Consumer Cyclical 53,241.0 $9.5M 0.08% +47K +713.6% $178.24 +19.7%
163 BKR BAKER HUGHES COMPANY Energy 167,650.0 $9.3M 0.08% -29K -14.8% $55.50 +11.7%
164 STT STATE STR CORP Financial Services 54,825.0 $9.3M 0.08% +13K +30.9% $169.60 +12.6%
165 ARGX ARGENX SE Healthcare 9,902.0 $9.2M 0.08% NEW $927.77 +9.0%
166 TMUS T-MOBILE US INC Communication Services 54,258.0 $9.1M 0.08% +3K +5.1% $167.73 +8.9%
167 TEL TE CONNECTIVITY PLC Technology 45,017.0 $9.1M 0.08% +17K +58.5% $201.61 +0.4%
168 PFE PFIZER INC Healthcare 366,987.0 $8.8M 0.08% +53K +16.9% $24.08 +16.2%
169 MSI MOTOROLA SOLUTIONS INC Technology 21,041.0 $8.7M 0.08% -39K -65.0% $415.29 +15.9%
170 LOPE GRAND CANYON ED INC Consumer Defensive 60,600.0 $8.7M 0.07% -8K -11.0% $143.11 +3.2%
171 BA BOEING CO Industrials 40,039.0 $8.7M 0.07% +6K +16.9% $216.47 -2.8%
172 VLTO VERALTO CORP Industrials 97,598.0 $8.7M 0.07% $88.68 +12.1%
173 HWM HOWMET AEROSPACE INC Industrials 31,821.0 $8.6M 0.07% +14K +82.5% $268.86 -2.1%
174 INTU INTUIT Technology 32,624.0 $8.5M 0.07% +414.0 +1.3% $261.00 +41.7%
175 BMY BRISTOL-MYERS SQUIBB CO Healthcare 147,546.0 $8.5M 0.07% +35K +31.6% $57.62 +16.8%
176 ADBE ADOBE INC Technology 41,339.0 $8.5M 0.07% +6K +16.6% $205.02 +34.8%
177 EMR EMERSON ELEC CO Industrials 58,296.0 $8.3M 0.07% -3K -4.7% $143.15 +10.1%
178 GLOB GLOBANT S A Technology 288,348.0 $8.3M 0.07% +68K +31.0% $28.94 +36.8%
179 INFY INFOSYS LTD Technology 793,128.0 $8.3M 0.07% -204K -20.4% $10.49 +12.7%
180 COHR COHERENT CORP Technology 21,015.0 $8.3M 0.07% +15K +264.6% $394.47 -30.2%
Page 9 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%