Pggm Investments Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Pggm Investments disclosed 58 stock positions valued at approximately $4.06B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION COM, ALPHABET INC CAP STK CL A, and THERMO FISHER SCIENTIFIC INC COM.
- Report Period
- June 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $4.06B
Holdings by Sector
Pggm Investments Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | Technology | 5.38% | 1,092,096 | +365,865 | +50.38% | $218,517,000 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 4.78% | 543,993 | - | - | $194,407,000 |
| THERMO FISHER SCIENTIFIC INC COM | TMO | Healthcare | 4.31% | 349,737 | +40,540 | +13.11% | $175,344,000 |
| ELI LILLY & CO COM | LLY | Healthcare | 3.89% | 131,807 | - | - | $158,093,000 |
| LINDE PLC SHS | LIN | Other | 3.88% | 304,112 | - | - | $157,816,000 |
| MICROSOFT CORP COM | MSFT | Technology | 3.86% | 421,020 | - | - | $157,049,000 |
| APPLE INC COM | AAPL | Technology | 3.77% | 529,053 | +171,137 | +47.81% | $153,087,000 |
| SUNRUN INC COM | RUN | Technology | 3.14% | 9,546,965 | - | - | $127,738,000 |
| ALBEMARLE CORP COM | ALB | Basic Materials | 3.02% | 909,193 | - | - | $122,768,000 |
| HDFC BANK LTD SPONSORED ADS | HDB | Financial Services | 2.96% | 4,657,592 | +382,376 | +8.94% | $120,306,000 |
| EQUINIX INC COM | EQIX | Real Estate | 2.87% | 112,020 | -193,053 | -63.28% | $116,769,000 |
| WELLTOWER INC COM | WELL | Real Estate | 2.51% | 449,807 | -1,301,576 | -74.32% | $102,093,000 |
| ILLUMINA INC COM | ILMN | Healthcare | 2.30% | 531,623 | -458,852 | -46.33% | $93,475,000 |
| ARGENX SE SPONSORED ADR | ARGX | Healthcare | 2.20% | 96,511 | +24,997 | +34.95% | $89,540,000 |
| BROADCOM INC COM | AVGO | Technology | 2.19% | 235,723 | - | - | $89,044,000 |
| EXTRA SPACE STORAGE INC COM | EXR | Real Estate | 2.16% | 605,602 | -591,649 | -49.42% | $87,994,000 |
| IRON MTN INC DEL COM | IRM | Real Estate | 2.10% | 675,093 | -694,905 | -50.72% | $85,271,000 |
| ABBOTT LABORATORIES COM | ABT | Healthcare | 2.05% | 918,634 | +108,580 | +13.40% | $83,357,000 |
| VISA INC COM CL A | V | Financial Services | 1.96% | 232,432 | +31,215 | +15.51% | $79,745,000 |
| IQVIA HLDGS INC COM | IQV | Healthcare | 1.91% | 401,347 | +26,588 | +7.09% | $77,548,000 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 1.88% | 871,243 | -309,075 | -26.19% | $76,469,000 |
| WASTE CONNECTIONS INC COM | WCN | Industrials | 1.86% | 454,290 | - | - | $75,726,000 |
| SYNOPSYS INC COM | SNPS | Technology | 1.84% | 167,434 | +26,780 | +19.04% | $74,687,000 |
| MEDTRONIC PLC SHS | MDT | Other | 1.75% | 910,258 | - | - | $71,209,000 |
| CADENCE DESIGN SYSTEM INC COM | CDNS | Technology | 1.58% | 171,149 | +12,882 | +8.14% | $64,236,000 |
| VERALTO CORP COM SHS | VLTO | Industrials | 1.53% | 701,938 | - | - | $62,248,000 |
| ARCHER DANIELS MIDLAND CO COM | ADM | Consumer Defensive | 1.44% | 766,629 | -63,609 | -7.66% | $58,570,000 |
| REGENERON PHARMACEUTICALS COM | REGN | Healthcare | 1.42% | 92,584 | - | - | $57,730,000 |
| HEALTHCARE RLTY TR CL A COM | HR | Real Estate | 1.37% | 2,758,771 | -2,848,363 | -50.80% | $55,644,000 |
| TETRA TECH INC NEW COM | TTEK | Industrials | 1.33% | 1,874,895 | +621,038 | +49.53% | $54,166,000 |
Showing 30 of 58 holdings in the latest reporting period.