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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 4 of 23  ·  444 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DE DEERE & CO Industrials 70,840.0 $45K 0.34% NEW $0.63 +92709.6%
62 SCHW SCHWAB (CHARLES) Financial Services 481,166.0 $44K 0.33% NEW $0.09 +120936.6%
63 T AT&T INC Communication Services 2,034,390.0 $42K 0.32% NEW $0.02 +120189.5%
64 BLK BLACKROCK INC Financial Services 43,023.0 $41K 0.31% NEW $0.96 +119950.3%
65 ISRG INTUITIVE SURGIC Healthcare 103,478.0 $41K 0.31% NEW $0.40 +98265.8%
66 SHOP SHOPIFY INC - A Technology 357,272.0 $41K 0.31% NEW $0.11 +128063.6%
67 PFE PFIZER INC Healthcare 1,657,411.0 $40K 0.30% NEW $0.02 +113065.7%
68 CVS CVS HEALTH CORP Healthcare 370,668.0 $38K 0.29% NEW $0.10 +91643.9%
69 DELL DELL TECHN-C Technology 87,812.0 $38K 0.28% NEW $0.43 +108520.6%
70 UBER UBER TECHNOLOGIE Technology 519,320.0 $37K 0.28% NEW $0.07 +103364.9%
71 PGR PROGRESSIVE CORP Financial Services 170,480.0 $37K 0.28% NEW $0.22 +94764.7%
72 VRTX VERTEX PHARM Healthcare 74,100.0 $37K 0.28% NEW $0.50 +106232.5%
73 CRM SALESFORCE INC Technology 232,408.0 $36K 0.27% NEW $0.16 +125101.2%
74 PH PARKER HANNIFIN Industrials 36,795.0 $36K 0.27% NEW $0.98 +106415.3%
75 LOW LOWE'S COS INC Consumer Cyclical 163,193.0 $36K 0.27% NEW $0.22 +97701.5%
76 SPGI S&P GLOBAL INC Financial Services 88,294.0 $36K 0.27% NEW $0.41 +102545.9%
77 BMO BANK OF MONTREAL Financial Services 200,613.0 $35K 0.27% NEW $0.18 +103231.7%
78 DHR DANAHER CORP Healthcare 185,936.0 $35K 0.27% NEW $0.19 +104677.7%
79 COF CAPITAL ONE FINA Financial Services 174,301.0 $35K 0.26% NEW $0.20 +110293.6%
80 CB CHUBB LTD Financial Services 102,053.0 $35K 0.26% NEW $0.34 +101234.0%
Page 4 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%