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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $35.2B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 540 New
Page 13 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AXON AXON ENTERPRISE INC Industrials 40,760.0 $19.7M 0.06% NEW $483.57 -18.9%
242 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 89,190.0 $19.4M 0.06% NEW $218.00 +11.1%
243 NDAQ NASDAQ INC Financial Services 233,968.0 $19.3M 0.06% NEW $82.70 +12.0%
244 TGT TARGET CORP Consumer Defensive 232,455.0 $19.3M 0.06% NEW $83.23 +48.3%
245 CPRT COPART INC Industrials 580,141.0 $19.3M 0.06% NEW $33.33 +0.3%
246 EQR EQUITY RESIDENTIAL Real Estate 358,596.0 $19.2M 0.06% NEW $53.68 +21.9%
247 MET METLIFE INC Financial Services 284,872.0 $19.1M 0.05% NEW $67.21 +21.1%
248 ROK ROCKWELL AUTOMATION INC Industrials 57,540.0 $19.1M 0.05% NEW $331.28 +31.7%
249 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 68,120.0 $19.1M 0.05% NEW $279.79 -8.2%
250 XEL XCEL ENERGY INC Utilities 302,634.0 $19.0M 0.05% NEW $62.89 +24.2%
251 IQVIA HLDGS INC 98,569.0 $18.9M 0.05% NEW $191.93
252 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 276,138.0 $18.9M 0.05% NEW $68.37 +12.4%
253 A AGILENT TECHNOLOGIES INC Healthcare 162,708.0 $18.9M 0.05% NEW $115.86 -4.6%
254 GEV GE VERNOVA INC Utilities 33,792.0 $18.8M 0.05% NEW $556.49 +81.9%
255 GIS GENERAL MLS INC Consumer Defensive 472,903.0 $18.7M 0.05% NEW $39.59 -15.5%
256 GDDY GODADDY INC Technology 177,137.0 $18.7M 0.05% NEW $105.65 -13.5%
257 MSTR STRATEGY INC Technology 144,313.0 $18.7M 0.05% NEW $129.38 +28.8%
258 FFIV F5 INC Technology 84,421.0 $18.3M 0.05% NEW $217.34 +74.7%
259 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 262,504.0 $18.3M 0.05% NEW $69.84 -11.9%
260 PSA PUBLIC STORAGE OPER CO Real Estate 81,320.0 $18.0M 0.05% NEW $220.95 +34.0%
Page 13 of 27  ·  540 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 42.3%
Financial Services 16.7%
Healthcare 12.8%
Consumer Cyclical 9.3%
Industrials 6.4%
Consumer Defensive 4.5%
Communication Services 2.4%
Real Estate 2.1%
Utilities 2.0%
Basic Materials 1.2%