Mn Services Vermogensbeheer B.V. Portfolio Stock Holdings

Mn Services Vermogensbeheer B.V. disclosed 444 stock positions valued at approximately $13.4 million in its latest SEC 13F filing. The largest holdings include APPLE INC, AMAZON.COM INC, and BROADCOM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.

Report Period
June 30, 2026
No. of Stocks
444
Portfolio Value
$13.4M
Holdings by Sector
Mn Services Vermogensbeheer B.V. Portfolio Holdings in Q2 2026

409 holdings in the latest reporting period.

Page 1 of 5
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology3.79%1,750,426-1,104,200-38.68%$506,503
AMAZON.COM INCAMZNConsumer Cyclical3.60%2,017,909-876,500-30.28%$480,948
BROADCOM INCAVGOTechnology3.60%1,273,077-453,300-26.26%$480,905
NVIDIA CORPNVDATechnology3.56%2,373,211-2,020,900-45.99%$474,856
MICROSOFT CORPMSFTTechnology3.50%1,253,749-35,700-2.77%$467,673
MICRON TECHMUTechnology2.84%328,527-103,800-24.01%$379,215
TESLA INCTSLAConsumer Cyclical2.58%819,136-300,000-26.81%$344,529
ELI LILLY & COLLYHealthcare2.10%233,943-77,600-24.91%$280,598
ADV MICRO DEVICEAMDTechnology2.07%474,894-153,700-24.45%$275,871
ALPHABET INC-AGOOGLCommunication Services2.02%755,643-1,186,200-61.09%$270,044
JPMORGAN CHASEJPMFinancial Services1.92%781,500+145,100+22.80%$255,808
ALPHABET INC-CGOOGCommunication Services1.59%600,077-1,047,100-63.57%$212,025
INTEL CORPINTCTechnology1.34%1,279,548-412,600-24.38%$178,663
JOHNSON&JOHNSONJNJHealthcare1.33%701,793-228,700-24.58%$178,234
VISA INC-CLASS AVFinancial Services1.26%489,896-175,500-26.38%$168,078
APPLIED MATERIALAMATTechnology1.25%231,212-83,100-26.44%$167,166
LAM RESEARCHLRCXOther1.18%363,843-132,800-26.74%$157,664
CISCO SYSTEMSCSCOTechnology1.01%1,151,006-388,200-25.22%$135,197
ABBVIE INCABBVHealthcare0.97%515,359-169,100-24.71%$129,685
MASTERCARD INC-AMAFinancial Services0.92%238,574-76,000-24.16%$122,532
COSTCO WHOLESALECOSTConsumer Defensive0.91%129,266-42,100-24.57%$120,924
KLA CORPKLACTechnology0.86%381,390+330,051+642.89%$115,069
BANK OF AMERICABACFinancial Services0.84%1,977,910+332,400+20.20%$112,701
UNITEDHEALTH GRPUNHHealthcare0.82%264,433-89,500-25.29%$109,906
HOME DEPOT INCHDConsumer Cyclical0.77%290,160-94,400-24.55%$102,334
PROCTER & GAMBLEPGConsumer Defensive0.74%677,109-230,100-25.36%$99,291
MERCK & COMRKHealthcare0.69%720,421-253,200-26.01%$92,574
GE VERNOVA INCGEVUtilities0.69%78,292-27,800-26.20%$91,982
COCA-COLA CO/THEKOConsumer Defensive0.69%1,128,643-453,200-28.65%$91,725
NETFLIX INCNFLXCommunication Services0.66%1,226,890-428,100-25.87%$87,600
GOLDMAN SACHS GPGSFinancial Services0.65%85,949+15,400+21.83%$86,926
ROYAL BANK OF CARYFinancial Services0.63%407,277+85,000+26.37%$84,306
PALO ALTO NETWORPANWTechnology0.60%236,329-18,200-7.15%$80,593
TEXAS INSTRUMENTTXNTechnology0.59%265,274-87,900-24.89%$79,070
IBMIBMTechnology0.58%273,265-85,500-23.83%$76,845
MARVELL TECHNOLOMRVLTechnology0.55%248,412-89,100-26.40%$73,999
WELLS FARGO & COWFCFinancial Services0.55%892,881-369,100-29.25%$73,788
ORACLE CORPORCLTechnology0.55%502,850-148,100-22.75%$73,693
MORGAN STANLEYMSFinancial Services0.54%345,182+69,700+25.30%$72,157
CITIGROUP INCCFinancial Services0.52%497,003+68,300+15.93%$69,561
WESTERN DIGITALWDCTechnology0.48%100,875-32,000-24.08%$64,431
AMPHENOL CORP-AAPHTechnology0.47%358,262-111,800-23.78%$63,169
SEAGATE TECHNOLOSTXOther0.46%63,700+63,700+100.00%$61,470
TORONTO-DOM BANKTDFinancial Services0.44%482,590+80,600+20.05%$58,656
QUALCOMM INCQCOMTechnology0.43%310,897-114,300-26.88%$57,451
AMGEN INCAMGNHealthcare0.43%157,019-51,000-24.52%$56,860
ANALOG DEVICESADITechnology0.42%142,312-50,200-26.08%$56,522
MCDONALDS CORPMCDConsumer Cyclical0.42%206,999-69,700-25.19%$55,954
CROWDSTRIKE HO-ACRWDTechnology0.41%71,567-23,700-24.88%$54,616
THERMO FISHERTMOHealthcare0.41%108,215-37,900-25.94%$54,255
NEXTERA ENERGYNEEUtilities0.40%607,528+277,300+83.97%$53,323
ARISTA NETWORKSANETOther0.40%311,131-100,900-24.49%$52,855
AMERICAN EXPRESSAXPFinancial Services0.39%154,881-63,400-29.05%$52,388
VERIZON COMMUNICVZCommunication Services0.39%1,217,956-414,800-25.40%$51,568
WALT DISNEY CO/TDISCommunication Services0.37%516,790-185,200-26.38%$49,741
EATON CORP PLCETNOther0.36%113,037-37,500-24.91%$48,167
UNION PAC CORPUNPIndustrials0.35%173,001-57,400-24.91%$47,056
ABBOTT LABSABTHealthcare0.34%507,443-165,600-24.60%$46,045
GILEAD SCIENCESGILDHealthcare0.34%361,639-124,100-25.55%$45,689
DEERE & CODEIndustrials0.34%70,840-28,900-28.98%$44,936
SCHWAB (CHARLES)SCHWFinancial Services0.33%481,166-191,200-28.44%$44,397
AT&T INCTCommunication Services0.32%2,034,390-751,400-26.97%$42,112
BLACKROCK INCBLKOther0.31%43,023-13,800-24.29%$41,369
INTUITIVE SURGICISRGHealthcare0.31%103,478-36,100-25.86%$41,151
SHOPIFY INC - ASHOPTechnology0.31%357,272-118,000-24.83%$40,861
PFIZER INCPFEHealthcare0.30%1,657,411-536,600-24.46%$39,910
CVS HEALTH CORPCVSHealthcare0.29%370,668-116,900-23.98%$38,346
DELL TECHN-CDELLTechnology0.28%87,812-36,000-29.08%$37,887
UBER TECHNOLOGIEUBERTechnology0.28%519,320-204,100-28.21%$37,474
PROGRESSIVE CORPPGRFinancial Services0.28%170,480-54,800-24.33%$37,241
VERTEX PHARMVRTXHealthcare0.28%74,100+74,100+100.00%$36,808
SALESFORCE INCCRMTechnology0.27%232,408-141,900-37.91%$36,409
PARKER HANNIFINPHIndustrials0.27%36,795-13,000-26.11%$35,990
LOWE'S COS INCLOWConsumer Cyclical0.27%163,193-51,900-24.13%$35,982
S&P GLOBAL INCSPGIFinancial Services0.27%88,294-33,600-27.56%$35,959
BANK OF MONTREALBMOFinancial Services0.27%200,613+35,400+21.43%$35,445
DANAHER CORPDHRHealthcare0.27%185,936-61,500-24.85%$35,417
CAPITAL ONE FINACOFFinancial Services0.26%174,301-71,400-29.06%$34,968
CHUBB LTDCBFinancial Services0.26%102,053-44,300-30.27%$34,774
APPLOVIN CO-CL AAPPTechnology0.26%66,928-22,200-24.91%$34,483
BRISTOL-MYER SQBBMYHealthcare0.26%594,936-190,800-24.28%$34,280
STARBUCKS CORPSBUXConsumer Cyclical0.25%331,930-106,800-24.34%$33,920
CORNING INCGLWTechnology0.25%128,700+128,700+100.00%$32,874
TRANE TECHNOLOGITTOther0.24%64,576-22,100-25.50%$31,717
STRYKER CORPSYKHealthcare0.24%100,441-31,600-23.93%$31,623
QUANTA SERVICESPWRIndustrials0.24%43,752-13,500-23.58%$31,503
HOWMET AEROSPACEHWMIndustrials0.24%116,774-31,800-21.40%$31,396
BANK OF NOVA SCOBNSFinancial Services0.23%359,243+75,600+26.65%$31,213
CAN IMPL BK COMMCMFinancial Services0.23%267,476+53,400+24.94%$30,791
SERVICENOW INCNOWTechnology0.23%304,740-93,200-23.42%$30,255
CADENCE DESIGNCDNSTechnology0.23%80,447-25,000-23.71%$30,193
NEWMONT CORPNEMBasic Materials0.22%314,617-120,500-27.69%$29,385
BANK NY MELLONBKFinancial Services0.22%200,112-78,000-28.05%$28,938
PNC FINANCIAL SEPNCFinancial Services0.22%117,134-35,600-23.31%$28,841
CUMMINS INCCMIIndustrials0.22%40,283-12,900-24.26%$28,730
DUKE ENERGY CORPDUKUtilities0.21%226,806-73,200-24.40%$28,709
FORTINET INCFTNTTechnology0.21%183,314-68,000-27.06%$28,161
US BANCORPUSBFinancial Services0.20%452,258-149,200-24.81%$27,316
MCKESSON CORPMCKHealthcare0.20%35,621-13,100-26.89%$26,915
AUTOMATIC DATAADPTechnology0.20%117,396-39,000-24.94%$26,291