Boston Partners

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
822
Quarter
2025 Q4
Top Holding
JPM (2.4%)
Top 10 Concentration
13.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 822
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
JPM
JPMORGAN CHASE ...
Financial Services 2.41% 2.42% #1
Prev: #1
1.0 -260,767 -3.5%
P
S
7,231,996 $2,326,571,468 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA INC
Healthcare 1.47% 1.45% #2
Prev: #2
0.6 -312,629 -6.9%
P
S
4,196,536 $1,418,419,534 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LPLA
LPL FINL HLDGS ...
Financial Services 1.31% 1.25% #3 1
Prev: #4
0.5 -119,008 -3.2%
P
S
3,550,318 $1,268,831,724 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USFD
US FOODS HLDG C...
Consumer Defensive 1.27% 1.27% #4 1
Prev: #3
2.5 73,656 0.5%
P
S
16,203,880 $1,222,537,333 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 1.19% 1.08% #5 7
Prev: #12
2.5 166,472 3.5%
P
S
4,955,857 $1,147,050,567 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KGC
KINROSS GOLD CO...
Basic Materials 1.16% 1.16% #6 3
Prev: #9
0.5 -7,051,687 -15.6%
P
S
38,068,658 $1,118,757,956 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRH
CRH PLC
Basic Materials 1.13% 1.21% #7
Prev: #7
0.5 -1,066,408 -10.9%
P
S
8,750,530 $1,093,148,744 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBAN
HUNTINGTON BANC...
Financial Services 1.06% 1.12% #8 3
Prev: #11
0.4 -4,431,545 -7.0%
P
S
58,871,408 $1,021,689,121 2008 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MU
MICRON TECHNOLO...
Technology 1.05% 0.92% #9 9
Prev: #18
0.5 -1,775,952 -33.5%
P
S
3,530,111 $1,016,734,258 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PM
PHILIP MORRIS I...
Consumer Defensive 1.05% 1.17% #10 2
Prev: #8
0.5 -696,555 -9.9%
P
S
6,323,070 $1,016,161,631 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP
Healthcare 1.04% 1.06% #11 4
Prev: #15
0.4 -101,199 -7.6%
P
S
1,229,754 $1,008,941,336 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
Energy 1.03% 1.25% #12 7
Prev: #5
0.4 -185,713 -2.9%
P
S
6,119,715 $997,916,388 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHP
MICROCHIP TECHN...
Technology 1.01% 1.07% #13
Prev: #13
0.4 -1,026,062 -6.3%
P
S
15,208,270 $974,179,606 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IQV
IQVIA HLDGS INC
Healthcare 0.96% 0.69% #14 19
Prev: #33
2.4 530,672 14.9%
P
S
4,087,380 $923,275,898 2018 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DIS
DISNEY WALT CO
Communication Services 0.95% 0.83% #15 10
Prev: #25
2.4 1,020,975 14.5%
P
S
8,084,722 $919,554,963 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WFC
WELLS FARGO CO ...
Financial Services 0.93% 0.78% #16 11
Prev: #27
2.4 477,745 5.2%
P
S
9,606,215 $895,466,240 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FANG
DIAMONDBACK ENE...
Energy 0.87% 0.84% #17 7
Prev: #24
0.4 -157,037 -2.7%
P
S
5,576,501 $838,487,991 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KEYS
KEYSIGHT TECHNO...
Technology 0.85% 0.87% #18 3
Prev: #21
0.4 -840,658 -17.3%
P
S
4,029,610 $819,462,932 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZO
AUTOZONE INC
Consumer Cyclical 0.83% 1.21% #19 13
Prev: #6
0.4 -38,924 -14.1%
P
S
237,024 $804,494,658 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FE
FIRSTENERGY COR...
Utilities 0.82% 0.86% #20 3
Prev: #23
0.3 -558,467 -3.0%
P
S
17,785,936 $796,671,167 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SYY
SYSCO CORP
Consumer Defensive 0.82% 1.06% #21 7
Prev: #14
0.4 -1,763,222 -14.1%
P
S
10,732,673 $791,690,956 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GS
GOLDMAN SACHS G...
Financial Services 0.80% 0.78% #22 6
Prev: #28
0.3 -72,834 -7.6%
P
S
881,378 $776,339,703 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.80% 0.91% #23 4
Prev: #19
0.4 -413,867 -10.9%
P
S
3,400,221 $775,923,434 2013 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AXP
AMERICAN EXPRES...
Financial Services 0.80% 0.74% #24 7
Prev: #31
0.3 -96,568 -4.4%
P
S
2,083,328 $769,360,962 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
UBER TECHNOLOGI...
Technology 0.77% 0.95% #25 8
Prev: #17
0.3 -349,060 -3.7%
P
S
9,073,648 $743,090,418 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HOG
HARLEY DAVIDSON...
Consumer Cyclical 0.00% 0.12%
Sold All 😨
(Was: #209)
0.3 -4,021,078 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.07%
Sold All 😨
(Was: #249)
0.3 -8,171,165 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KVUE
KENVUE INC
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #256)
0.3 -3,296,653 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRC
MRC GLOBAL INC
Unknown 0.00% 0.05%
Sold All 😨
(Was: #263)
0.3 -3,419,721 -100.0%
CLOSED
$— 2012 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SJM
SMUCKER J M CO
Consumer Defensive 0.00% 0.05%
Sold All 😨
(Was: #264)
0.3 -441,022 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ONB
OLD NATL BANCOR...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #284)
0.3 -1,883,015 -100.0%
CLOSED
$— 2009 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HPE
HEWLETT PACKARD...
Technology 0.00% 0.04%
Sold All 😨
(Was: #297)
0.3 -1,507,220 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZION
ZIONS BANCORPOR...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #307)
0.3 -602,059 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #310)
0.3 -1,200,381 -100.0%
CLOSED
$— 2008 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NWE
NORTHWESTERN EN...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #324)
0.3 -525,581 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BKU
BANKUNITED INC
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #328)
0.3 -764,989 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KNF
KNIFE RIVER COR...
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #330)
0.3 -379,966 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ECVT
ECOVYST INC
Basic Materials 0.00% 0.03%
Sold All 😨
(Was: #331)
0.3 -3,225,459 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
KELYA
KELLY SVCS INC
Industrials 0.00% 0.03%
Sold All 😨
(Was: #340)
0.3 -2,051,499 -100.0%
CLOSED
$— 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATMU
ATMUS FILTRATIO...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #343)
0.3 -586,400 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #378)
0.3 -928,353 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EME
EMCOR GROUP INC
Industrials 0.00% 0.01%
Sold All 😨
(Was: #407)
0.3 -20,700 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CHE
CHEMED CORP NEW
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #418)
0.3 -21,570 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HCKT
HACKETT GROUP I...
Technology 0.00% 0.01%
Sold All 😨
(Was: #421)
0.3 -493,102 -100.0%
CLOSED
$— 2009 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TPG
TPG INC
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #427)
0.3 -158,612 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGNC
AGNC INVT CORP
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #434)
0.3 -813,056 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KMPR
KEMPER CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #470)
0.3 -88,225 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HSII
HEIDRICK & STRU...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #475)
0.3 -88,093 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COLD
AMERICOLD REALT...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #493)
0.3 -286,796 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FRST
PRIMIS FINANCIA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #501)
0.3 -307,070 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VFC
V F CORP
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #525)
0.3 -193,384 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CW
CURTISS WRIGHT ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #534)
0.3 -4,782 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PDD
PDD HOLDINGS IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #535)
0.3 -18,697 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COHR
COHERENT CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #536)
0.3 -22,752 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FCF
FIRST COMWLTH F...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #546)
0.3 -134,120 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SEI
SOLARIS ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #552)
0.3 -54,931 -100.0%
CLOSED
$— 2018 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JAZZ
JAZZ PHARMACEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #554)
0.3 -15,910 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MPWR
MONOLITHIC PWR ...
Technology 0.00% 0.00%
Sold All 😨
(Was: #555)
0.3 -2,251 -100.0%
CLOSED
$— 2011 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
THRM
GENTHERM INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #562)
0.3 -59,275 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WPM
WHEATON PRECIOU...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #578)
0.3 -15,993 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ERO
ERO COPPER CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #582)
0.3 -82,968 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
UAA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #585)
0.3 -323,264 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GIL
GILDAN ACTIVEWE...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #586)
0.3 -27,388 -100.0%
CLOSED
$— 2008 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTU
PEABODY ENERGY ...
Energy 0.00% 0.00%
Sold All 😨
(Was: #595)
0.3 -55,239 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLUT
FLUTTER ENTMT P...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #596)
0.3 -5,739 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DRS
LEONARDO DRS IN...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #599)
0.3 -31,578 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SW
SMURFIT WESTROC...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #602)
0.3 -32,583 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FVRR
FIVERR INTL LTD
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #608)
0.3 -53,589 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LYFT
LYFT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #610)
0.3 -58,224 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #618)
0.3 -5,626 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #619)
0.3 -235,946 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NGD
NEW GOLD INC CD...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #622)
0.3 -144,725 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CALX
CALIX INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #626)
0.3 -16,213 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIMV
ZIMVIE INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #628)
0.3 -51,030 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EE
EXCELERATE ENER...
Energy 0.00% 0.00%
Sold All 😨
(Was: #629)
0.3 -38,130 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WLY
WILEY JOHN & SO...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #637)
0.3 -21,434 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FIHL
FIDELIS INSURAN...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #640)
0.3 -47,120 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALMTF
ALMONTY INDS IN...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #648)
0.3 -127,801 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BB
BLACKBERRY LTD
Technology 0.00% 0.00%
Sold All 😨
(Was: #649)
0.3 -157,511 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PLYM
PLYMOUTH INDL R...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #672)
0.3 -25,183 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MBIN
MERCHANTS BANCO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #679)
0.3 -16,278 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRD/A
CRAWFORD & CO
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #691)
0.3 -41,963 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PINE
ALPINE INCOME P...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #696)
0.3 -28,189 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FLR
FLUOR CORP NEW
Industrials 0.00% 0.00%
Sold All 😨
(Was: #707)
0.3 -8,334 -100.0%
CLOSED
$— 2007 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RACE
FERRARI N V
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #708)
0.3 -722 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GLRE
GREENLIGHT CAPI...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #711)
0.3 -26,480 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QIPT
QUIPT HOME MEDI...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #725)
0.3 -104,643 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DE
DEERE & CO
Industrials 0.00% 0.00%
Sold All 😨
(Was: #726)
0.3 -588 -100.0%
CLOSED
$— 2007 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VMD
VIEMED HEALTHCA...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #729)
0.3 -38,396 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TRUE
TRUECAR INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #731)
0.3 -138,087 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MNRO
MONRO INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #736)
0.3 -13,724 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
STLA
STELLANTIS N.V
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #744)
0.3 -22,000 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WNC
WABASH NATL COR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #748)
0.3 -18,288 -100.0%
CLOSED
$— 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRTS
CARPARTS COM IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #749)
0.3 -246,563 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 822 holdings

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