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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 15 of 29  ·  564 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AFL AFLAC INC Financial Services 23,647.0 $2.6M 0.04% NEW $110.27 +13.1%
282 FORTINET INC 32,624.0 $2.6M 0.04% NEW $79.41
283 BDX BECTON DICKINSON & CO Healthcare 13,222.0 $2.6M 0.04% NEW $152.57 +3.7%
284 FAST FASTENAL CO Industrials 63,779.0 $2.6M 0.04% NEW $40.13 +13.4%
285 EME EMCOR GROUP INC Industrials 4,168.0 $2.5M 0.04% NEW $611.79 +21.6%
286 CVNA CARVANA CO Consumer Cyclical 6,014.0 $2.5M 0.04% NEW $422.02 -84.0%
287 MPC MARATHON PETE CORP Energy 15,385.0 $2.5M 0.04% NEW $162.63 +92.2%
288 ALL ALLSTATE CORP Financial Services 11,964.0 $2.5M 0.04% NEW $208.15 +20.1%
289 PCG PG&E CORP Utilities 153,486.0 $2.5M 0.04% NEW $16.07 +7.8%
290 ZTS ZOETIS INC Healthcare 19,586.0 $2.5M 0.04% NEW $125.82 -39.2%
291 GXO GXO LOGISTICS INCORPORATED Industrials 46,481.0 $2.4M 0.04% NEW $52.64 +2.7%
292 PKG PACKAGING CORP AMER Consumer Cyclical 11,848.0 $2.4M 0.04% NEW $206.23 +13.0%
293 LECO LINCOLN ELEC HLDGS INC Industrials 10,185.0 $2.4M 0.04% NEW $239.64 +5.5%
294 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 65,540.0 $2.4M 0.04% NEW $37.00 -6.9%
295 GTLB GITLAB INC Technology 64,486.0 $2.4M 0.04% NEW $37.53 -12.8%
296 LNG CHENIERE ENERGY INC Energy 12,378.0 $2.4M 0.04% NEW $194.39 +35.1%
297 LAMR LAMAR ADVERTISING CO NEW Real Estate 18,925.0 $2.4M 0.04% NEW $126.58 +28.2%
298 IDXX IDEXX LABS INC Healthcare 3,522.0 $2.4M 0.04% NEW $676.53 -16.1%
299 EA ELECTRONIC ARTS INC Communication Services 11,657.0 $2.4M 0.04% NEW $204.33 +2.2%
300 BLD TOPBUILD CORP Industrials 5,644.0 $2.4M 0.04% NEW $417.19 -15.0%
Page 15 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%