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Portfolio (Quarterly) Guide ↗

ABN AMRO INVESTMENT SOLUTIONS

· CIK 0002080520
13F Portfolio $6.8B AUM 749 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 564 New
Page 20 of 29  ·  564 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LENNAR CORP 13,800.0 $1.3M 0.02% NEW $95.12
382 EXR EXTRA SPACE STORAGE INC Real Estate 10,075.0 $1.3M 0.02% NEW $130.22 +13.8%
383 MTB M & T BK CORP Financial Services 6,479.0 $1.3M 0.02% NEW $201.48 +23.7%
384 NUE NUCOR CORP Basic Materials 7,953.0 $1.3M 0.02% NEW $163.11 +45.1%
385 TYL TYLER TECHNOLOGIES INC Technology 2,825.0 $1.3M 0.02% NEW $453.95 -29.6%
386 HUM HUMANA INC Healthcare 4,951.0 $1.3M 0.02% NEW $256.13 +56.2%
387 CNP CENTERPOINT ENERGY INC Utilities 32,983.0 $1.3M 0.02% NEW $38.34 +12.5%
388 SJM SMUCKER J M CO Consumer Defensive 12,842.0 $1.3M 0.02% NEW $97.81 +14.5%
389 VRSN VERISIGN INC Technology 5,168.0 $1.3M 0.02% NEW $242.95 +14.3%
390 TER TERADYNE INC Technology 6,486.0 $1.3M 0.02% NEW $193.56 +66.5%
391 DG DOLLAR GEN CORP NEW Consumer Defensive 9,438.0 $1.3M 0.02% NEW $132.77 -5.3%
392 FE FIRSTENERGY CORP Utilities 27,868.0 $1.2M 0.02% NEW $44.77 +8.4%
393 LYV LIVE NATION ENTERTAINMENT IN Communication Services 8,639.0 $1.2M 0.02% NEW $142.50 +26.5%
394 FTV FORTIVE CORP Technology 22,256.0 $1.2M 0.02% NEW $55.21 +11.9%
395 CHRW C H ROBINSON WORLDWIDE INC Industrials 7,584.0 $1.2M 0.02% NEW $160.76 +29.7%
396 SPSC SPS COMM INC Technology 13,605.0 $1.2M 0.02% NEW $89.13 -26.4%
397 ACM AECOM Industrials 12,680.0 $1.2M 0.02% NEW $95.33 -28.4%
398 ULTA ULTA BEAUTY INC Consumer Cyclical 1,984.0 $1.2M 0.02% NEW $605.01 -20.7%
399 EXPD EXPEDITORS INTL WASH INC Industrials 7,998.0 $1.2M 0.02% NEW $149.01 +22.7%
400 RJF RAYMOND JAMES FINL INC Financial Services 7,182.0 $1.2M 0.02% NEW $160.59 +4.8%
Page 20 of 29  ·  564 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 14.1%
Healthcare 11.0%
Consumer Cyclical 11.0%
Industrials 9.3%
Communication Services 7.6%
Consumer Defensive 3.3%
Real Estate 2.6%
Basic Materials 2.2%
Utilities 1.8%