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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $40.7B AUM 493 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 401 Added 72 Reduced 38 Exited
Page 13 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DTE DTE ENERGY CO Utilities 144,740.0 $19.3M 0.05% +39K +36.6% $133.27 +1.5%
242 CNP CENTERPOINT ENERGY INC Utilities 500,620.0 $19.3M 0.05% +123K +32.6% $38.52 +0.6%
243 TDY TELEDYNE TECHNOLOGIES INC Technology 32,746.0 $19.1M 0.05% +9K +36.3% $583.31 +9.1%
244 TWLO TWILIO INC Communication Services 105,680.0 $19.1M 0.05% +20K +23.3% $180.47 +24.8%
245 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 298,600.0 $19.1M 0.05% +16K +5.5% $63.80 +20.5%
246 CNC CENTENE CORP DEL Healthcare 337,393.0 $18.9M 0.05% +95K +39.2% $56.14 +15.8%
247 AEE AMEREN CORP Utilities 190,749.0 $18.9M 0.05% +55K +41.0% $98.87 +7.3%
248 OTIS OTIS WORLDWIDE CORP Industrials 300,722.0 $18.8M 0.05% +67K +28.9% $62.63 +14.2%
249 EXR EXTRA SPACE STORAGE INC Real Estate 147,925.0 $18.8M 0.05% +28K +23.0% $127.09 +15.5%
250 NRG NRG ENERGY INC Utilities 147,098.0 $18.8M 0.05% +114K +344.9% $127.75 -11.5%
251 MDB MONGODB INC Technology 63,393.0 $18.6M 0.05% +17K +35.6% $293.80 +46.6%
252 AVB AVALONBAY CMNTYS INC Real Estate 112,319.0 $18.5M 0.05% +14K +14.6% $165.04 +11.5%
253 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 80,733.0 $18.5M 0.04% +15K +23.5% $228.61 +49.6%
254 DOV DOVER CORP Industrials 93,991.0 $18.4M 0.04% +24K +34.0% $196.17 +2.9%
255 ZTS ZOETIS INC Healthcare 291,736.0 $18.3M 0.04% +67K +30.1% $62.85 +23.7%
256 L LOEWS CORP Financial Services 181,171.0 $17.9M 0.04% +25K +15.7% $99.02 +10.9%
257 CFG CITIZENS FINL GROUP INC Financial Services 292,482.0 $17.9M 0.04% +79K +36.9% $61.29 +14.0%
258 CPRT COPART INC Industrials 726,442.0 $17.9M 0.04% +163K +28.9% $24.66 +37.1%
259 BRO BROWN & BROWN INC Financial Services 313,231.0 $17.6M 0.04% +47K +17.6% $56.11 +30.0%
260 MTD METTLER TOLEDO INTERNATIONAL Healthcare 15,714.0 $17.6M 0.04% +4K +29.8% $1117.39 +24.9%
Page 13 of 21  ·  401 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 16.2%
Healthcare 12.1%
Consumer Cyclical 7.8%
Industrials 7.5%
Consumer Defensive 5.4%
Communication Services 2.8%
Utilities 2.4%
Real Estate 2.0%
Basic Materials 1.6%