1y return+19.7%S&P 500 +20.9%
3y return+51.1%S&P 500 +68.5%
5y return+56.5%S&P 500 +74.5%
10y return+175.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $275 against $357 in the S&P 500.2
Boston PartnersS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $3.1B | 2.7% | +136.0% |
| JPMJpmorgan Chase & Co | $2.4B | 2.1% | +4.4% |
| USFDUs Foods Hldg Corp | $1.9B | 1.7% | +13.5% |
| AMATApplied Matls Inc | $1.9B | 1.7% | −3.4% |
| Flex LtdCUSIP Y2573F102 | $1.4B | 1.2% | −33.7% |
| CORCencora Inc | $1.4B | 1.2% | +8.6% |
| Crh PLCCUSIP G25508105 | $1.4B | 1.2% | +43.4% |
| MUMicron Technology Inc | $1.4B | 1.2% | −57.1% |
| DELLDell Technologies Inc | $1.4B | 1.2% | −16.3% |
| MCHPMicrochip Technology Inc. | $1.3B | 1.2% | −1.5% |
| LPLALpl Finl Hldgs Inc | $1.2B | 1.1% | +2.9% |
| ABBVAbbvie Inc | $1.2B | 1.1% | +39.3% |
| Nxp Semiconductors N VCUSIP N6596X109 | $1.2B | 1.0% | +32.5% |
| PMPhilip Morris Intl Inc | $1.1B | 1.0% | +5.5% |
| FANGDiamondback Energy Inc | $1.0B | 0.9% | +1.4% |
| DISDisney Walt Co | $1.0B | 0.9% | +25.2% |
| METAMeta Platforms Inc | $1.0B | 0.9% | +19.9% |
| URIUnited Rentals Inc | $1.0B | 0.9% | −1.5% |
| DGXQuest Diagnostics Inc | $1.0B | 0.9% | +18.3% |
| COPConocophillips | $992.4M | 0.9% | +40.5% |
| MSMorgan Stanley | $984.7M | 0.9% | +5.8% |
| GSGoldman Sachs Group Inc | $965.4M | 0.9% | +3.9% |
| CPAYCorpay Inc | $939.3M | 0.8% | +16.1% |
| HBANHuntington Bancshares Inc | $937.1M | 0.8% | +5.4% |
| MPCMarathon Pete Corp | $905.8M | 0.8% | −37.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Flex LtdCUSIP Y2573F102 | June 30, 2020 | +1481.2% | $1.4B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $1.9B |
| DELLDell Technologies Inc | June 30, 2023 | +697.4% | $1.4B |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $1.0B |
| MPCMarathon Pete Corp | June 30, 2020 | +584.0% | $905.8M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $965.4M |
| MCKMckesson Corp | June 30, 2020 | +392.5% | $886.4M |
| FANGDiamondback Energy Inc | June 30, 2020 | +320.3% | $1.0B |
| THCTenet Healthcare Corp | September 30, 2022 | +262.7% | $829.1M |
| LPLALpl Finl Hldgs Inc | June 30, 2020 | +259.3% | $1.2B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $718.8M
- CPRTCopart Inc was $106.4M
- Dupont De Nemours IncCUSIP 26614N102 was $60.1M
- MBCMasterbrand Inc was $55.9M
- AGGIshares Tr was $45.3M
- PFSIPennymac Finl Svcs Inc New was $31.8M
- OIIOceaneering Intl Inc was $30.3M
- NATLNcr Atleos Corporation was $22.7M
- ASHAshland Inc was $22.5M
- PRMBPrimo Brands Corporation was $21.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | +0.7% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −3.1% | +4.0% |
| March 31, 2024 | +10.0% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −1.0% | −3.6% |
| June 30, 2023 | +4.4% | +8.3% |
| March 31, 2023 | +0.0% | +7.0% |
| December 31, 2022 | +13.2% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −12.5% | −16.5% |
| March 31, 2022 | −0.2% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Boston Partners Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1386060&type=13F-HR&dateb=&owner=include&count=40CIK 1386060
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1386060/000138606026000035/Filed August 4, 2026 · accession 0001386060-26-000035