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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 14 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EIX EDISON INTL Utilities 111,009.0 $8K 0.06% NEW $0.07 +98538.9%
262 KGC KINROSS GOLD Basic Materials 349,000.0 $8K 0.06% NEW $0.02 +126232.9%
263 RMD RESMED INC Healthcare 42,191.0 $8K 0.06% NEW $0.19 +118257.5%
264 CW CURTISS-WRIGHT Industrials 10,800.0 $8K 0.06% NEW $0.76 +88757.2%
265 WSM WILLIAMS-SONOMA Consumer Cyclical 34,959.0 $8K 0.06% NEW $0.23 +103850.4%
266 OTIS OTIS WORLDWI Industrials 113,160.0 $8K 0.06% NEW $0.07 +100392.0%
267 HUBB HUBBELL INC Industrials 15,399.0 $8K 0.06% NEW $0.52 +90807.0%
268 NUE NUCOR CORP Basic Materials 35,981.0 $8K 0.06% NEW $0.22 +111564.6%
269 FICO FAIR ISAAC CORP Technology 6,690.0 $8K 0.06% NEW $1.19 +97123.0%
270 ES EVERSOURCE ENERG Utilities 109,536.0 $8K 0.06% NEW $0.07 +99514.7%
271 RJF RAYMOND JAMES Financial Services 52,013.0 $8K 0.06% NEW $0.15 +116929.3%
272 PPG PPG INDS INC Basic Materials 65,037.0 $8K 0.06% NEW $0.12 +93827.7%
273 ENTG ENTEGRIS INC Technology 43,837.0 $8K 0.06% NEW $0.18 +80113.1%
274 FTAI AVIATION LT 29,100.0 $8K 0.06% NEW $0.27
275 PHM PULTEGROUP INC Consumer Cyclical 56,456.0 $8K 0.06% NEW $0.14 +95144.9%
276 MDB MONGODB INC Technology 23,009.0 $8K 0.06% NEW $0.34 +131044.5%
277 SYF SYNCHRONY FINANC Financial Services 101,227.0 $8K 0.06% NEW $0.08 +104598.5%
278 FISV FISERV INC Technology 155,812.0 $8K 0.06% NEW $0.05 +106071.5%
279 VEEV VEEVA SYSTEMS-A Healthcare 42,868.0 $8K 0.06% NEW $0.18 +141328.3%
280 MTD METTLER-TOLEDO Healthcare 5,933.0 $8K 0.06% NEW $1.28 +111459.0%
Page 14 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%