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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 16 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WCN WASTE CONNECTION Industrials 41,100.0 $7K 0.05% NEW $0.17 +99203.5%
302 XPO XPO INC Industrials 33,300.0 $7K 0.05% NEW $0.21 +98650.4%
303 VRSK VERISK ANALYTI Industrials 37,858.0 $7K 0.05% NEW $0.18 +99521.6%
304 QSR RESTAURANT BRAND Consumer Cyclical 93,582.0 $7K 0.05% NEW $0.07 +105495.3%
305 DGX QUEST DIAGNOSTIC Healthcare 31,966.0 $7K 0.05% NEW $0.21 +111368.2%
306 CHD CHURCH & DWIGHT Consumer Defensive 69,689.0 $7K 0.05% NEW $0.10 +102260.6%
307 LH LABCORP HOLDINGS Healthcare 23,980.0 $7K 0.05% NEW $0.28 +114971.1%
308 SOFI SOFI TECHNOLOGIE Financial Services 371,600.0 $7K 0.05% NEW $0.02 +98391.0%
309 AFRM AFFIRM HOLDINGS Technology 80,900.0 $7K 0.05% NEW $0.08 +90107.7%
310 OKTA OKTA INC Technology 48,245.0 $7K 0.05% NEW $0.14 +105375.0%
311 LPLA LPL FINANCIAL HO Financial Services 23,042.0 $6K 0.05% NEW $0.28 +130813.4%
312 CHRW CH ROBINSON Industrials 33,981.0 $6K 0.05% NEW $0.19 +76713.0%
313 EXPD EXPEDITORS INTL Industrials 39,102.0 $6K 0.05% NEW $0.16 +113991.0%
314 VLTO VERALTO CORP Industrials 71,251.0 $6K 0.05% NEW $0.09 +108225.4%
315 RB GLOBAL INC 53,490.0 $6K 0.05% NEW $0.12
316 ASTS AST SPACEMOBILE Technology 69,300.0 $6K 0.05% NEW $0.09 +75378.3%
317 KEY KEYCORP Financial Services 266,026.0 $6K 0.05% NEW $0.02 +98770.4%
318 SNA SNAP-ON INC Industrials 15,133.0 $6K 0.05% NEW $0.40 +98229.7%
319 VRSN VERISIGN INC Technology 24,171.0 $6K 0.05% NEW $0.25 +109917.8%
320 CORPAY INC 18,212.0 $6K 0.04% NEW $0.33
Page 16 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%