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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 824 New
Page 36 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 FOX FOX CORP Communication Services 20,720.0 $1.3M 0.00% NEW $64.93 -10.9%
702 VFC V F CORP Consumer Cyclical 72,715.0 $1.3M 0.00% NEW $18.08 -7.7%
703 TDOC TELADOC HEALTH INC Healthcare 186,418.0 $1.3M 0.00% NEW $7.00 -9.1%
704 IRM IRON MTN INC DEL Real Estate 15,697.0 $1.3M 0.00% NEW $82.95 +50.8%
705 WTM WHITE MTNS INS GROUP LTD Financial Services 623.0 $1.3M 0.00% NEW $2078.03 +2.8%
706 LTC LTC PPTYS INC Real Estate 37,041.0 $1.3M 0.00% NEW $34.38 +10.3%
707 ODDITY TECH LTD 31,349.0 $1.3M 0.00% NEW $40.18
708 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,997.0 $1.2M 0.00% NEW $416.82 -27.5%
709 PLMR PALOMAR HLDGS INC Financial Services 9,256.0 $1.2M 0.00% NEW $134.76 -17.8%
710 AJG GALLAGHER ARTHUR J & CO Financial Services 4,799.0 $1.2M 0.00% NEW $258.79 -20.0%
711 PRVA PRIVIA HEALTH GROUP INC Healthcare 51,756.0 $1.2M 0.00% NEW $23.71 -3.2%
712 COUR COURSERA INC Consumer Defensive 163,461.0 $1.2M 0.00% NEW $7.36 -28.3%
713 DAL DELTA AIR LINES INC DEL Industrials 17,286.0 $1.2M 0.00% NEW $69.40 +1.2%
714 LH LABCORP HOLDINGS INC Healthcare 4,723.0 $1.2M 0.00% NEW $250.88 -0.2%
715 CLH CLEAN HARBORS INC Industrials 5,039.0 $1.2M 0.00% NEW $234.48 +28.7%
716 FLUTTER ENTMT PLC 5,491.0 $1.2M 0.00% NEW $215.04
717 EMBJ EMBRAER S.A. Industrials 18,282.0 $1.2M 0.00% NEW $64.37 -13.4%
718 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 342,998.0 $1.2M 0.00% NEW $3.37 +6.2%
719 HR HEALTHCARE RLTY TR Real Estate 66,988.0 $1.1M 0.00% NEW $16.95 +19.7%
720 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 53,635.0 $1.1M 0.00% NEW $21.05 -21.3%
Page 36 of 42  ·  824 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 35.5%
Financial Services 14.3%
Communication Services 11.7%
Healthcare 11.1%
Consumer Cyclical 10.2%
Industrials 5.7%
Consumer Defensive 3.7%
Basic Materials 3.0%
Real Estate 1.8%
Energy 1.6%