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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 20 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CHTR CHARTER COMMUNICATIONS INC N Communication Services 46,440.0 $8.3M 0.02% NEW $177.74 -20.9%
382 RB GLOBAL INC 93,671.0 $8.2M 0.02% NEW $87.59
383 OKTA OKTA INC Technology 108,908.0 $8.0M 0.02% NEW $73.63 +17.4%
384 YUMC YUM CHINA HLDGS INC Consumer Cyclical 197,859.0 $8.0M 0.02% NEW $40.32 +13.0%
385 CLX CLOROX CO DEL Consumer Defensive 90,837.0 $7.8M 0.02% NEW $85.85 +8.2%
386 PNR PENTAIR PLC Industrials 84,196.0 $7.5M 0.02% NEW $88.67 -18.7%
387 APTIV PLC 114,295.0 $7.4M 0.02% NEW $64.79
388 DT DYNATRACE INC Technology 199,741.0 $7.4M 0.02% NEW $36.90 +8.4%
389 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 436,539.0 $7.3M 0.02% NEW $16.78 -23.3%
390 MAS MASCO CORP Industrials 135,534.0 $7.3M 0.02% NEW $54.03 +19.4%
391 PINS PINTEREST INC Communication Services 327,672.0 $7.2M 0.02% NEW $22.04 -15.6%
392 LNT ALLIANT ENERGY CORP Utilities 129,707.0 $7.2M 0.02% NEW $55.35 +31.8%
393 AGI ALAMOS GOLD INC NEW Basic Materials 217,955.0 $7.2M 0.02% NEW $32.92 +18.1%
394 EVRG EVERGY INC Utilities 116,159.0 $7.2M 0.02% NEW $61.72 +34.5%
395 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 59,288.0 $7.2M 0.02% NEW $120.76 +27.4%
396 DOW DOW INC Basic Materials 357,453.0 $7.1M 0.02% NEW $19.91 +89.0%
397 HSY HERSHEY CO Consumer Defensive 45,228.0 $7.0M 0.02% NEW $154.95 +25.1%
398 JBHT HUNT J B TRANS SVCS INC Industrials 42,122.0 $7.0M 0.02% NEW $165.47 +56.6%
399 JLL JONES LANG LASALLE INC Real Estate 24,060.0 $6.9M 0.02% NEW $286.49 +1.2%
400 CG CARLYLE GROUP INC Financial Services 135,237.0 $6.8M 0.02% NEW $50.33 -9.1%
Page 20 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%