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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 17 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PCG PG&E CORP Utilities 356,700.0 $6K 0.04% NEW $0.02 +105839.9%
322 KHC KRAFT HEINZ CO/T Consumer Defensive 253,160.0 $6K 0.04% NEW $0.02 +104974.1%
323 STE STERIS PLC Healthcare 28,250.0 $6K 0.04% NEW $0.21 +110255.0%
324 HPQ HP INC Technology 268,271.0 $6K 0.04% NEW $0.02 +136451.1%
325 FIS FIDELITY NATIONA Technology 150,788.0 $6K 0.04% NEW $0.04 +105269.0%
326 FN FABRINET Technology 10,400.0 $6K 0.04% NEW $0.56 +85752.5%
327 RDDT REDDIT INC-A Communication Services 33,640.0 $6K 0.04% NEW $0.17 +91061.1%
328 LIBERTY MEDIA CO 61,255.0 $6K 0.04% NEW $0.10
329 ULTA ULTA BEAUTY INC Consumer Cyclical 12,868.0 $6K 0.04% NEW $0.45 +114485.7%
330 ZM ZOOM COMMUNICATI Technology 67,051.0 $6K 0.04% NEW $0.09 +121222.1%
331 IFF INTL FLVR & FRAG Basic Materials 72,906.0 $6K 0.04% NEW $0.08 +102140.1%
332 AMCOR PLC 132,391.0 $6K 0.04% NEW $0.04
333 EL ESTEE LAUDER Consumer Defensive 72,042.0 $6K 0.04% NEW $0.08 +106633.1%
334 LNT ALLIANT ENERGY Utilities 74,189.0 $6K 0.04% NEW $0.08 +91627.0%
335 EFX EQUIFAX INC Industrials 35,440.0 $6K 0.04% NEW $0.16 +114467.3%
336 L LOEWS CORP Financial Services 49,652.0 $6K 0.04% NEW $0.11 +99230.5%
337 HEICO CORP-A 21,789.0 $6K 0.04% NEW $0.26
338 BOMBARDIER INC-B 24,400.0 $6K 0.04% NEW $0.23
339 RS RELIANCE INC Basic Materials 15,014.0 $6K 0.04% NEW $0.37 +112699.1%
340 MLM MARTIN MAR MTLS Basic Materials 9,700.0 $6K 0.04% NEW $0.58 +90555.3%
Page 17 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%