Mn Services Vermogensbeheer B.V.

CIK

1666940

Location

THE HAGUE, P7

Portfolio Value

Large $13,024,010,366

Diversification

Diversified

Filing Date

Global Rank

#462 / 8,794 ▼ 96 · as of Jun 2026

Top Industry

Semiconductors 16.4%

Period ended 3 months ago

Filed Jul 31, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

416 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.9%

−3.1 pts

Top 5

18.6%

−6.2 pts

Top 10

32.0%

−3.6 pts

HHI

141

Diversified−41

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.2%	$4,976,016,040	88
Financial Services	16.6%	$2,168,227,310	82
Healthcare	12.3%	$1,608,099,718	48
Consumer Cyclical	10.9%	$1,420,687,090	44
Industrials	8.2%	$1,062,677,808	72
Communication Services	6.7%	$873,670,322	20
Consumer Defensive	3.7%	$476,605,267	20
Utilities	1.9%	$240,983,619	20
Basic Materials	1.4%	$184,702,376	18
Unclassified	0.1%	$7,642,578	2
Real Estate	0.0%	$4,680,864	1
Energy	0.0%	$17,374	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	+332,400	1,977,910	$112,701,311
KLAC	Kla Corp	+330,051	381,390	$115,069,176
NEE	Nextera Energy Inc	+277,300	607,528	$53,322,732
JPM	Jpmorgan Chase & Co	+145,100	781,500	$255,808,395
CVNA	Carvana Co.	+141,272	187,490	$12,340,591
BKNG	Booking Holdings Inc.	+121,648	126,850	$22,609,744
CARR	CARRIER GLOBAL Corp	+96,600	220,200	$16,151,670
RY	Royal Bank Of Canada	+85,000	407,277	$84,294,120
TD	Toronto Dominion Bank	+80,600	482,590	$58,600,903
BNS	Bank Of Nova Scotia	+75,600	359,243	$31,196,662
JCI	Johnson Controls International plc	+73,800	178,300	$26,051,413
MS	Morgan Stanley	+69,700	345,182	$72,156,845
C	Citigroup Inc	+68,300	497,003	$69,560,539
BCE	Bce Inc	+62,900	90,498	$1,946,611
CM	Canadian Imperial Bank Of Commerce /Can/	+53,400	267,476	$30,759,740
BMO	Bank Of Montreal /Can/	+35,400	200,613	$35,448,317
RCL	Royal Caribbean Cruises Ltd	+33,800	74,300	$23,592,479
MAS	Masco Corp /De/	+26,300	59,978	$4,880,409
IBKR	Interactive Brokers Group, Inc.	+24,700	123,219	$10,724,981
HBAN	Huntington Bancshares Inc /Md/	+19,400	593,575	$10,524,084
BIIB	Biogen Inc.	+19,000	42,300	$9,139,338
GS	Goldman Sachs Group Inc	+15,400	85,949	$86,926,240
ALLE	Allegion plc	+11,100	24,781	$3,481,482
FITB	Fifth Third Bancorp	+9,300	263,824	$14,871,758
TW	Tradeweb Markets Inc.	+8,300	33,862	$3,374,686
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−2,233,300	1,355,720	$482,069,344
NVDA	Nvidia Corp	−2,020,900	2,373,211	$474,855,788
AAPL	Apple Inc.	−1,104,200	1,750,426	$506,503,267
AMZN	Amazon Com Inc	−876,500	2,017,909	$480,948,431
T	At&T Inc.	−751,400	2,034,390	$42,111,873
PFE	Pfizer Inc	−536,600	1,657,411	$39,910,456
AVGO	Broadcom Inc.	−453,300	1,273,077	$480,904,836
KO	Coca Cola Co	−453,200	1,128,643	$91,724,816
NFLX	Netflix Inc	−428,100	1,226,890	$87,599,946
VZ	Verizon Communications Inc	−414,800	1,217,956	$51,568,257
INTC	Intel Corp	−412,600	1,279,548	$178,663,287
CMCSA	Comcast Corp	−408,800	1,045,518	$25,667,466
CSCO	Cisco Systems, Inc.	−388,200	1,151,006	$135,197,164
WFC	Wells Fargo & Company/Mn	−369,100	892,881	$73,787,685
F	Ford Motor Co	−353,200	1,141,698	$15,869,602
TSLA	Tesla, Inc.	−300,000	819,136	$344,528,601
MRK	Merck & Co., Inc.	−253,200	720,421	$92,574,098
PG	PROCTER & GAMBLE Co	−230,100	677,109	$99,291,263
JNJ	Johnson & Johnson	−228,700	701,793	$178,234,368
WBD	Warner Bros. Discovery, Inc.	−216,800	686,405	$18,299,557
UBER	Uber Technologies, Inc	−204,100	519,320	$37,474,131
SCHW	Schwab Charles Corp	−191,200	481,166	$44,397,186
BMY	Bristol Myers Squibb Co	−190,800	594,936	$34,280,212
DIS	Walt Disney Co	−185,200	516,790	$49,741,037
V	Visa Inc.	−175,500	489,896	$168,078,418
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	63,700	$61,470,500
VRTX	Vertex Pharmaceuticals Inc / Ma	74,100	$36,807,693
GLW	Corning Inc /Ny	128,700	$32,873,841
BE	Bloom Energy Corp	78,600	$23,792,220
COHR	Coherent Corp.	54,000	$21,301,380
FIX	Comfort Systems USA Inc	10,200	$20,215,890
CIEN	Ciena Corp	41,200	$20,211,072
MNST	Monster Beverage Corp	206,500	$19,848,780
LITE	Lumentum Holdings Inc.	20,800	$17,847,648
RKLB	Rocket Lab Corp	151,600	$15,410,140
CRDO	Credo Technology Group Holding Ltd	48,400	$13,162,380
ALNY	Alnylam Pharmaceuticals, Inc.	38,700	$11,649,861
KVUE	Kenvue Inc.	558,500	$10,672,935
CCL	Carnival Corp Ltd.	372,500	$10,642,325
KMB	Kimberly Clark Corp	96,700	$10,614,759
B	Barrick Mining Corp	271,400	$9,968,522
Q	Qnity Electronics, Inc.	61,000	$9,961,910
CASY	Caseys General Stores Inc	10,800	$8,583,732
CNP	Centerpoint Energy Inc	190,300	$8,380,812
KGC	Kinross Gold Corp	349,000	$8,243,380
CW	Curtiss Wright Corp	10,800	$8,183,808
FTAI	FTAI Aviation Ltd.	29,100	$7,872,423
AWK	American Water Works Company, Inc.	56,900	$7,486,902
MTZ	Mastec Inc	17,800	$7,405,868
SW	Smurfit Westrock plc	152,700	$7,063,902
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	530,623	$82,400,445
WM	Waste Management Inc	155,302	$35,686,846
HLT	Hilton Worldwide Holdings Inc.	92,409	$28,099,728
SRE	Sempra	249,510	$24,244,886
DASH	DoorDash, Inc.	138,878	$20,852,531
PEG	Public Service Enterprise Group Inc	191,191	$15,476,911
CSX	Csx Corp	299,800	$12,306,790
STZ	Constellation Brands, Inc.	62,358	$9,353,700
DLTR	Dollar Tree, Inc.	78,724	$8,621,065
P	Everpure, Inc.	117,396	$6,931,059
OMC	Omnicom Group Inc.	73,458	$5,532,121
XYZ	Block, Inc.	88,900	$5,350,002
IT	Gartner Inc	30,250	$4,789,785
DOW	Dow Inc.	111,920	$4,661,468
JKHY	Jack Henry & Associates Inc	29,169	$4,609,868
HUBS	Hubspot Inc	18,789	$4,586,394
GDDY	GoDaddy Inc.	53,553	$4,427,226
EQH	Equitable Holdings, Inc.	116,285	$4,315,336
ACM	Aecom	50,477	$4,281,459
ZBRA	Zebra Technologies Corp	20,437	$4,272,967
DKS	Dick's Sporting Goods, Inc.	21,278	$4,219,214
PINS	Pinterest, Inc.	224,909	$4,124,831
TTD	Trade Desk, Inc.	171,602	$3,893,649
SOLV	Solventum Corp	55,651	$3,634,010
GFL	GFL Environmental Inc.	79,682	$3,324,333
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

416 tracked positions · $13,024,010,366 total · filing declares 444 positions · $13,357,310 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 416 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,750,426	-1,104,200	$506,503,267	−30.1%	3.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,355,720	-2,233,300	$482,069,344	−53.2%	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,017,909	-876,500	$480,948,431	−20.2%	3.69%
AVGO	Broadcom Inc. Technology	Reduced	1,273,077	-453,300	$480,904,836	−10.0%	3.69%
NVDA	Nvidia Corp Technology	Reduced	2,373,211	-2,020,900	$474,855,788	−38.0%	3.65%
MSFT	Microsoft Corp Technology	Reduced	1,253,749	-35,700	$467,673,451	−2.0%	3.59%
MU	Micron Technology Inc Technology	Reduced	328,527	-103,800	$379,215,430	+159.6%	2.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	819,136	-300,000	$344,528,601	−17.2%	2.65%
LLY	ELI LILLY & Co Healthcare	Reduced	233,943	-77,600	$280,598,275	−2.1%	2.15%
AMD	Advanced Micro Devices Inc Technology	Reduced	474,894	-153,700	$275,870,673	+115.7%	2.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	781,500	+145,100	$255,808,395	+36.6%	1.96%
INTC	Intel Corp Technology	Reduced	1,279,548	-412,600	$178,663,287	+139.3%	1.37%
JNJ	Johnson & Johnson Healthcare	Reduced	701,793	-228,700	$178,234,368	−21.6%	1.37%
V	Visa Inc. Financial Services	Reduced	489,896	-175,500	$168,078,418	−16.4%	1.29%
AMAT	Applied Materials Inc /De Technology	Reduced	231,212	-83,100	$167,166,276	+55.6%	1.28%
LRCX	Lam Research Corp Technology	Reduced	363,843	-132,800	$157,664,087	+48.6%	1.21%
CSCO	Cisco Systems, Inc. Technology	Reduced	1,151,006	-388,200	$135,197,164	+13.2%	1.04%
ABBV	AbbVie Inc. Healthcare	Reduced	515,359	-169,100	$129,684,938	−12.9%	1.00%
MA	Mastercard Inc Financial Services	Reduced	238,574	-76,000	$122,531,606	−22.0%	0.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	129,266	-42,100	$120,924,465	−29.2%	0.93%
KLAC	Kla Corp Technology	Added	381,390	+330,051	$115,069,176	+52.2%	0.88%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,977,910	+332,400	$112,701,311	+40.5%	0.87%
UNH	Unitedhealth Group Inc Healthcare	Reduced	264,433	-89,500	$109,906,287	+14.8%	0.84%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	290,160	-94,400	$102,333,628	−19.1%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	677,109	-230,100	$99,291,263	−24.2%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	720,421	-253,200	$92,574,098	−21.0%	0.71%
GEV	GE Vernova Inc. Industrials	Reduced	78,292	-27,800	$91,982,139	−0.7%	0.71%
KO	Coca Cola Co Consumer Defensive	Reduced	1,128,643	-453,200	$91,724,816	−23.8%	0.70%
NFLX	Netflix Inc Communication Services	Reduced	1,226,890	-428,100	$87,599,946	−44.9%	0.67%
GS	Goldman Sachs Group Inc Financial Services	Added	85,949	+15,400	$86,926,240	+45.6%	0.67%
RY	Royal Bank Of Canada Financial Services	Added	407,277	+85,000	$84,294,120	+61.7%	0.65%
PANW	Palo Alto Networks Inc Technology	Reduced	236,329	-18,200	$80,592,915	+97.5%	0.62%
TXN	Texas Instruments Inc Technology	Reduced	265,274	-87,900	$79,070,221	+15.3%	0.61%
IBM	International Business Machines Corp Technology	Reduced	273,265	-85,500	$76,844,850	−11.6%	0.59%
MRVL	Marvell Technology, Inc. Technology	Reduced	248,412	-89,100	$73,999,450	+121.4%	0.57%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	892,881	-369,100	$73,787,685	−26.6%	0.57%
ORCL	Oracle Corp Technology	Reduced	502,850	-148,100	$73,692,667	−23.0%	0.57%
MS	Morgan Stanley Financial Services	Added	345,182	+69,700	$72,156,845	+59.2%	0.55%
C	Citigroup Inc Financial Services	Added	497,003	+68,300	$69,560,539	+43.1%	0.53%
WDC	Western Digital Corp Technology	Reduced	100,875	-32,000	$64,430,880	+79.3%	0.49%
STX	Seagate Technology Holdings plc Technology	NEW	63,700	NEW	$61,470,500	NEW	0.47%
TD	Toronto Dominion Bank Financial Services	Added	482,590	+80,600	$58,600,903	+56.2%	0.45%
QCOM	Qualcomm Inc/De Technology	Reduced	310,897	-114,300	$57,450,656	+4.9%	0.44%
AMGN	Amgen Inc Healthcare	Reduced	157,019	-51,000	$56,859,720	−22.3%	0.44%
ADI	Analog Devices Inc Technology	Reduced	142,312	-50,200	$56,522,057	−7.7%	0.43%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	206,999	-69,700	$55,953,899	−34.9%	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	71,567	-23,700	$54,615,640	+46.8%	0.42%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	108,215	-37,900	$54,254,672	−24.5%	0.42%
NEE	Nextera Energy Inc Utilities	Added	607,528	+277,300	$53,322,732	+73.9%	0.41%
ANET	Arista Networks, Inc. Technology	Reduced	311,131	-100,900	$52,854,934	+4.5%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.