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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 33 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CRS CARPENTER TECHNOLOGY CORP Industrials 8,130.0 $2.6M 0.00% NEW $314.84 +29.9%
642 OKE ONEOK INC NEW Energy 34,667.0 $2.5M 0.00% NEW $73.50 +25.6%
643 MMS MAXIMUS INC Industrials 28,628.0 $2.5M 0.00% NEW $86.32 -31.2%
644 KVUE KENVUE INC Consumer Defensive 143,160.0 $2.5M 0.00% NEW $17.25 -0.8%
645 RF REGIONS FINANCIAL CORP NEW Financial Services 90,874.0 $2.5M 0.00% NEW $27.10 -1.6%
646 SWK STANLEY BLACK & DECKER INC Industrials 32,999.0 $2.5M 0.00% NEW $74.28 +1.2%
647 GRAB GRAB HOLDINGS LIMITED Technology 490,524.0 $2.4M 0.00% NEW $4.99 -28.9%
648 HII HUNTINGTON INGALLS INDS INC Industrials 7,177.0 $2.4M 0.00% NEW $340.07 -4.1%
649 PAYX PAYCHEX INC Industrials 21,516.0 $2.4M 0.00% NEW $112.18 -18.4%
650 ALB ALBEMARLE CORP Basic Materials 17,037.0 $2.4M 0.00% NEW $141.44 +24.3%
651 ONTO ONTO INNOVATION INC Technology 15,120.0 $2.4M 0.00% NEW $157.86 +72.2%
652 PAX PATRIA INVESTMENTS LIMITED Financial Services 150,000.0 $2.4M 0.00% NEW $15.89 -28.5%
653 PLAB PHOTRONICS INC Technology 73,776.0 $2.4M 0.00% NEW $32.00 +56.3%
654 LPLA LPL FINL HLDGS INC Financial Services 6,561.0 $2.3M 0.00% NEW $357.17 -16.1%
655 FCX FREEPORT-MCMORAN INC Basic Materials 45,797.0 $2.3M 0.00% NEW $50.79 +24.1%
656 AGX ARGAN INC Industrials 7,278.0 $2.3M 0.00% NEW $313.32 +112.2%
657 ZTS ZOETIS INC Healthcare 18,069.0 $2.3M 0.00% NEW $125.82 -41.0%
658 IFS INTERCORP FINL SVCS INC Financial Services 52,914.0 $2.2M 0.00% NEW $42.36 +5.9%
659 VMI VALMONT INDS INC Industrials 5,564.0 $2.2M 0.00% NEW $402.32 +26.0%
660 FITB FIFTH THIRD BANCORP Financial Services 46,442.0 $2.2M 0.00% NEW $46.81 +1.2%
Page 33 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%