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Portfolio (Quarterly) Guide ↗

Mn Services Vermogensbeheer B.V.

· CIK 0001666940
13F Portfolio $13M AUM 444 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 444 New
Page 8 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GM GENERAL MOTORS C Consumer Cyclical 263,405.0 $20K 0.15% NEW $0.08 +110124.5%
142 FIX COMFORT SYSTEMS Industrials 10,200.0 $20K 0.15% NEW $1.98 +85474.9%
143 CIEN CIENA CORP Technology 41,200.0 $20K 0.15% NEW $0.49 +81331.7%
144 FDX FEDEX CORP Industrials 63,408.0 $20K 0.15% NEW $0.31 +104769.9%
145 MFC MANULIFE FIN Financial Services 489,656.0 $20K 0.15% NEW $0.04 +106996.8%
146 MNST MONSTER BEVERAGE Consumer Defensive 206,500.0 $20K 0.15% NEW $0.10 +49244.0%
147 MCO MOODY'S CORP Financial Services 43,720.0 $20K 0.15% NEW $0.45 +109637.2%
148 AON AON PLC-CLASS A Financial Services 59,386.0 $20K 0.15% NEW $0.33 +104945.5%
149 REGN REGENERON PHARM Healthcare 30,313.0 $19K 0.14% NEW $0.62 +134752.0%
150 MPWR MONOLITHIC POWER Technology 13,653.0 $19K 0.14% NEW $1.38 +93954.0%
151 BSX BOSTON SCIENTIFC Healthcare 433,013.0 $18K 0.14% NEW $0.04 +121760.3%
152 PCAR PACCAR INC Industrials 153,321.0 $18K 0.14% NEW $0.12 +106018.4%
153 WBD WARNER BROS DISC Communication Services 686,405.0 $18K 0.14% NEW $0.03 +106911.7%
154 CNI CAN NATL RAILWAY Industrials 151,395.0 $18K 0.14% NEW $0.12 +106893.3%
155 TFC TRUIST FINANCIAL Financial Services 361,575.0 $18K 0.14% NEW $0.05 +102206.4%
156 ALL ALLSTATE CORP Financial Services 75,583.0 $18K 0.14% NEW $0.24 +109063.3%
157 LITE LUMENTUM HOL Technology 20,800.0 $18K 0.13% NEW $0.86 +96348.2%
158 HCA HCA HEALTHCARE I Healthcare 45,596.0 $18K 0.13% NEW $0.39 +104303.7%
159 NATL BK CANADA 112,284.0 $18K 0.13% NEW $0.16
160 HPE HEWLETT PACKA Technology 386,557.0 $17K 0.13% NEW $0.05 +117676.0%
Page 8 of 23  ·  444 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 38.7%
Financial Services 16.5%
Healthcare 12.2%
Consumer Cyclical 10.8%
Industrials 7.4%
Communication Services 6.4%
Consumer Defensive 3.7%
Utilities 2.6%
Basic Materials 1.6%
Energy 0.2%