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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 10 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 XEL XCEL ENERGY INC Utilities 181,852.0 $15K 0.11% NEW $0.08 +98490.9%
182 APOS APOLLO GLOBAL MA Financial Services 122,191.0 $14K 0.11% NEW $0.12 +21395.0%
183 MCHP MICROCHIP TECH Technology 157,753.0 $14K 0.11% NEW $0.09 +85635.1%
184 EBAY EBAY INC Consumer Cyclical 124,438.0 $14K 0.10% NEW $0.11 +91416.4%
185 EXC EXELON CORP Utilities 298,074.0 $14K 0.10% NEW $0.05 +97091.5%
186 HUM HUMANA INC Healthcare 34,732.0 $14K 0.10% NEW $0.40 +96072.6%
187 STT STATE ST CORP Financial Services 81,197.0 $14K 0.10% NEW $0.17 +113031.0%
188 MET METLIFE INC Financial Services 161,513.0 $14K 0.10% NEW $0.08 +114221.3%
189 FERG FERGUSON ENTERPR Industrials 56,758.0 $13K 0.10% NEW $0.24 +102911.3%
190 WAB WABTEC CORP Industrials 49,245.0 $13K 0.10% NEW $0.27 +109221.2%
191 EA ELECTRONIC ARTS Communication Services 64,685.0 $13K 0.10% NEW $0.20 +102172.8%
192 CRDO CREDO TECHNOLOGY Technology 48,400.0 $13K 0.10% NEW $0.27 +90349.4%
193 CMG CHIPOTLE MEXICAN Consumer Cyclical 379,513.0 $13K 0.10% NEW $0.03 +98021.0%
194 YUM YUM! BRANDS INC Consumer Cyclical 80,088.0 $13K 0.10% NEW $0.16 +90515.9%
195 SLF SUN LIFE FINANCI Financial Services 162,293.0 $13K 0.10% NEW $0.08 +102349.2%
196 BDX BECTON DICKINSON Healthcare 83,100.0 $13K 0.09% NEW $0.15 +119349.6%
197 AXON AXON ENTERPRISE Industrials 22,254.0 $12K 0.09% NEW $0.56 +110465.4%
198 DHI DR HORTON INC Consumer Cyclical 76,032.0 $12K 0.09% NEW $0.16 +89340.7%
199 AEM AGNICO EAGLE MIN Basic Materials 79,500.0 $12K 0.09% NEW $0.16 +120257.4%
200 CVNA CARVANA CO Consumer Cyclical 187,490.0 $12K 0.09% NEW $0.07 +98650.9%
Page 10 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%