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ABN AMRO INVESTMENT SOLUTIONS

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2080520

$11.54B

disclosed book value

616

positions

7.8%

largest position share

Positions, as of 2026-06-30

top 100 of 616 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION4.5M$897.8M7.8%
2MSFTMICROSOFT CORP1.6M$608.1M5.3%
3AAPLAPPLE INC2.0M$591.1M5.1%
4AMZNAMAZON COM INC1.6M$378.5M3.3%
5AVGOBROADCOM INC966,145$365.0M3.2%
6AMATAPPLIED MATLS INC418,651$302.7M2.6%
7GOOGLALPHABET INC843,394$301.4M2.6%
8LLYELI LILLY & CO232,754$279.2M2.4%
9LINDE PLC385,968$200.3M1.7%
10BACBANK OF AMER CORP3.4M$196.4M1.7%
11VVISA INC554,740$190.3M1.6%
12PANWPALO ALTO NETWORKS INC543,970$185.5M1.6%
13AMDADVANCED MICRO DEVICES INC311,262$180.8M1.6%
14ABBVABBVIE INC649,098$163.3M1.4%
15SPGIS&P GLOBAL INC395,201$160.9M1.4%
16TRANE TECHNOLOGIES PLC305,286$149.9M1.3%
17TSMTAIWAN SEMICONDUCTOR MANUFAC300,346$143.4M1.2%
18SYKSTRYKER CORPORATION414,338$130.5M1.1%
19JPMJPMORGAN CHASE & CO383,145$125.4M1.1%
20GEVGE VERNOVA INC99,554$117.0M1%
21KLACKLA CORP365,654$110.3M1%
22NFLXNETFLIX INC.1.5M$109.5M0.9%
23ORLYOREILLY AUTOMOTIVE INC1.1M$104.2M0.9%
24XYLXYLEM INC854,445$101.0M0.9%
25METAMETA PLATFORMS INC179,145$100.9M0.9%
26EQIXEQUINIX INC94,920$98.9M0.9%
27MUMICRON TECHNOLOGY INC85,455$98.6M0.9%
28MAMASTERCARD INCORPORATED184,520$94.8M0.8%
29PWRQUANTA SVCS INC123,545$89.0M0.8%
30TJXTJX COS INC NEW576,977$87.4M0.8%
31TSLATESLA INC193,269$81.3M0.7%
32DEDEERE & CO122,533$77.7M0.7%
33WMWASTE MGMT INC DEL331,967$74.0M0.6%
34JNJJOHNSON & JOHNSON270,314$68.7M0.6%
35COSTCOSTCO WHOLESALE CORPORATION73,333$68.6M0.6%
36TMOTHERMO FISHER SCIENTIFIC INC126,330$63.3M0.5%
37HDHOME DEPOT INC173,155$61.1M0.5%
38GWWWW GRAINGER INC44,835$61.0M0.5%
39PGPROCTER & GAMBLE CO412,353$60.5M0.5%
40EXMOCEXXON MOBIL CORP432,463$59.1M0.5%
41LRCXLAM RESEARCH CORP134,707$58.4M0.5%
42VEEVVEEVA SYS INC320,121$56.8M0.5%
43DHRDANAHER CORP DEL297,041$56.6M0.5%
44PLTRPALANTIR TECHNOLOGIES INC479,823$56.0M0.5%
45CRWDCROWDSTRIKE HLDGS INC70,279$53.6M0.5%
46BLKBLACKROCK INC55,428$53.3M0.5%
47UBERUBER TECHNOLOGIES INC722,077$52.1M0.5%
48DASHDOORDASH INC277,341$51.2M0.4%
49SNPSSYNOPSYS INC111,493$49.7M0.4%
50OREALTY INCOME CORP797,672$49.4M0.4%
51ICEINTERCONTINENTAL EXCHANGE IN389,754$48.0M0.4%
52AZOAUTOZONE INC14,139$45.2M0.4%
53FERGFERGUSON ENTERPRISES INC183,412$43.5M0.4%
54BRK/BBERKSHIRE HATHAWAY INC DEL86,322$43.2M0.4%
55VRTXVERTEX PHARMACEUTICALS INC84,631$42.0M0.4%
56MARMARRIOTT INTL INC NEW111,812$41.4M0.4%
57CSCOCISCO SYS INC347,034$40.8M0.4%
58MNSTMONSTER BEVERAGE CORP NEW423,868$40.7M0.4%
59AEMAGNICO EAGLE MINES LTD260,585$40.4M0.4%
60MRKMERCK & CO INC309,009$39.7M0.3%
61SPOTIFY TECHNOLOGY S A86,054$39.5M0.3%
62HUBBHUBBELL INC74,736$39.1M0.3%
63EWEDWARDS LIFESCIENCES CORP425,838$38.5M0.3%
64MRVLMARVELL TECHNOLOGY INC129,289$38.5M0.3%
65INTCINTEL CORP270,985$37.8M0.3%
66ORCLORACLE CORP238,527$35.0M0.3%
67VMCVULCAN MATLS CO112,847$33.3M0.3%
68MCDMCDONALDS CORP121,464$32.8M0.3%
69CATCATERPILLAR INC30,796$32.8M0.3%
70GILDGILEAD SCIENCES INC256,386$32.4M0.3%
71SHWSHERWIN WILLIAMS CO93,188$32.1M0.3%
72MRSHMARSH & MCLENNAN COS INC188,883$31.5M0.3%
73DDOGDATADOG INC119,646$31.2M0.3%
74MSMORGAN STANLEY148,712$31.1M0.3%
75WMTWALMART INC273,242$30.9M0.3%
76UNHUNITEDHEALTH GROUP INC72,210$30.0M0.3%
77ODFLOLD DOMINION FREIGHT LINE IN131,346$28.4M0.2%
78HDBHDFC BANK LTD1.1M$28.3M0.2%
79MELIMERCADOLIBRE INC16,017$27.2M0.2%
80CRH PLC244,386$26.1M0.2%
81WABWABTEC92,106$24.8M0.2%
82GEGE AEROSPACE65,781$24.6M0.2%
83KOCOCA COLA CO299,175$24.3M0.2%
84PEPPEPSICO INC173,167$23.4M0.2%
85CTSHCOGNIZANT TECHNOLOGY SOLUTIO597,044$23.1M0.2%
86FSLRFIRST SOLAR INC95,714$22.6M0.2%
87VZVERIZON COMMUNICATIONS INC523,625$22.2M0.2%
88ANETARISTA NETWORKS INC130,316$22.1M0.2%
89WELLWELLTOWER INC95,332$21.6M0.2%
90CVXCHEVRON CORPORATION128,365$21.3M0.2%
91ECLECOLAB INC75,400$21.0M0.2%
92DGXQUEST DIAGNOSTICS INC98,878$21.0M0.2%
93TXNTEXAS INSTRS INC69,951$20.9M0.2%
94GSGOLDMAN SACHS GROUP INC20,524$20.8M0.2%
95SEAGATE TECHNOLOGY HLDNGS PL21,263$20.5M0.2%
96AMGNAMGEN INC56,533$20.5M0.2%
97QCOMQUALCOMM INC110,253$20.4M0.2%
98CCITIGROUP INC138,142$19.3M0.2%
99DISDISNEY WALT CO199,531$19.2M0.2%
100ONCBEONE MEDICINES LTD65,524$18.7M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.
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