Mn Services Vermogensbeheer B.V.

Name: Mn Services Vermogensbeheer B.V. 13F holdings, Q2 2026
Creator: Mn Services Vermogensbeheer B.V.
Published: 2026-07-31

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Mn Services Vermogensbeheer B.V. reported 444 stock positions worth $13.4 billion. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by Amazon.com (AMZN, 3.6%) and Broadcom (AVGO, 3.6%). Compared with Q1 2026, it opened 44 new positions, sold out of 31, added to 31 and reduced 366. The biggest buy was JPMorgan Chase (JPM, shares +23%) and the biggest sale Alphabet Class A (GOOGL, shares −61%).

Most Recent 13F: Q2 2026
Location: THE HAGUE, P7
CIK: 0001666940
Portfolio Value: $13.4B (Q2 2026)
SEC Filing: 0001666940-26-000003 ↗ filed Jul 31, 2026

Holdings Value

Holdings 444 stocks · $13.4B


AAPL Apple Inc.	3.79%	1,750,426	$506.5M	Reduce -38.7%
AMZN Amazon.com Inc.	3.60%	2,017,909	$480.9M	Reduce -30.3%
AVGO Broadcom Inc.	3.60%	1,273,077	$480.9M	Reduce -26.3%
NVDA Nvidia Corp.	3.56%	2,373,211	$474.9M	Reduce -46.0%
MSFT Microsoft Corp.	3.50%	1,253,749	$467.7M	Reduce -2.8%
MU Micron Technology Inc.	2.84%	328,527	$379.2M	Reduce -24.0%
TSLA Tesla Inc.	2.58%	819,136	$344.5M	Reduce -26.8%
LLY Eli Lilly & Co.	2.10%	233,943	$280.6M	Reduce -24.9%
AMD Advanced Micro Devices	2.07%	474,894	$275.9M	Reduce -24.4%
GOOGL Alphabet Inc. Class A	2.02%	755,643	$270.0M	Reduce -61.1%
JPM JPMorgan Chase & Co.	1.92%	781,500	$255.8M	Add +22.8%
GOOG Alphabet Inc. Class C	1.59%	600,077	$212.0M	Reduce -63.6%
INTC Intel Corp.	1.34%	1,279,548	$178.7M	Reduce -24.4%
JNJ Johnson & Johnson	1.33%	701,793	$178.2M	Reduce -24.6%
V Visa Inc. Class A	1.26%	489,896	$168.1M	Reduce -26.4%
AMAT Applied Materials Inc.	1.25%	231,212	$167.2M	Reduce -26.4%
LRCX Lam Research Corp.	1.18%	363,843	$157.7M	Reduce -26.7%
CSCO Cisco Systems Inc.	1.01%	1,151,006	$135.2M	Reduce -25.2%
ABBV Abbvie Inc.	0.97%	515,359	$129.7M	Reduce -24.7%
MA Mastercard Inc. Class A	0.92%	238,574	$122.5M	Reduce -24.2%
COST Costco Wholesale Corp.	0.91%	129,266	$120.9M	Reduce -24.6%
KLAC KLA Corp.	0.86%	381,390	$115.1M	Reduce -25.7%
BAC Bank of America Corp.	0.84%	1,977,910	$112.7M	Add +20.2%
UNH Unitedhealth Group Inc.	0.82%	264,433	$109.9M	Reduce -25.3%
HD Home Depot Inc.	0.77%	290,160	$102.3M	Reduce -24.6%
PG The Procter & Gamble Co.	0.74%	677,109	$99.3M	Reduce -25.4%
MRK Merck & Co. Inc.	0.69%	720,421	$92.6M	Reduce -26.0%
GEV GE Vernova Inc.	0.69%	78,292	$92.0M	Reduce -26.2%
KO The Coca-Cola Co.	0.69%	1,128,643	$91.7M	Reduce -28.6%
NFLX Netflix Inc.	0.66%	1,226,890	$87.6M	Reduce -25.9%
GS Goldman Sachs Group Inc.	0.65%	85,949	$86.9M	Add +21.8%
RY Royal Bank of Canada	0.63%	407,277	$84.3M	Add +26.4%
PANW Palo Alto Networks Inc.	0.60%	236,329	$80.6M	Reduce -7.2%
TXN Texas Instruments Inc.	0.59%	265,274	$79.1M	Reduce -24.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.58%	273,265	$76.8M	Reduce -23.8%
MRVL Marvell Technology Inc.	0.55%	248,412	$74.0M	Reduce -26.4%
WFC Wells Fargo & Co.	0.55%	892,881	$73.8M	Reduce -29.3%
ORCL Oracle Corp.	0.55%	502,850	$73.7M	Reduce -22.8%
MS Morgan Stanley	0.54%	345,182	$72.2M	Add +25.3%
LIN Linde PLC	0.52%	134,428	$69.8M	Reduce -26.5%
C Citigroup Inc.	0.52%	497,003	$69.6M	Add +15.9%
WDC Western Digital Corp.	0.48%	100,875	$64.4M	Reduce -24.1%
APH Amphenol Corp. Class A	0.47%	358,262	$63.2M	Reduce -23.8%
STX Seagate Technology Holdings	0.46%	63,700	$61.5M	New
TD Toronto-Dominion Bank	0.44%	482,590	$58.7M	Add +20.1%
QCOM Qualcomm Inc.	0.43%	310,897	$57.5M	Reduce -26.9%
AMGN Amgen Inc.	0.43%	157,019	$56.9M	Reduce -24.5%
ADI Analog Devices Inc.	0.42%	142,312	$56.5M	Reduce -26.1%
MCD McDonald's Corp.	0.42%	206,999	$56.0M	Reduce -25.2%
CRWD CrowdStrike Holdings Inc. Class A	0.41%	71,567	$54.6M	Reduce -24.9%
TMO Thermo Fisher Scientific Inc.	0.41%	108,215	$54.3M	Reduce -25.9%
NEE Nextera Energy Inc.	0.40%	607,528	$53.3M	Add +84.0%
ANET Arista Networks Inc.	0.40%	311,131	$52.9M	Reduce -24.5%
AXP American Express Co.	0.39%	154,881	$52.4M	Reduce -29.1%
VZ Verizon Communications Inc.	0.39%	1,217,956	$51.6M	Reduce -25.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.37%	516,790	$49.7M	Reduce -26.4%
ETN Eaton Corp. PLC	0.36%	113,037	$48.2M	Reduce -24.9%
UNP Union Pacific Corp.	0.35%	173,001	$47.1M	Reduce -24.9%
ABT Abbott Laboratories	0.34%	507,443	$46.0M	Reduce -24.6%
GILD Gilead Sciences Inc.	0.34%	361,639	$45.7M	Reduce -25.6%
DE Deere & Co.	0.34%	70,840	$44.9M	Reduce -29.0%
SCHW Schwab (charles) Corp.	0.33%	481,166	$44.4M	Reduce -28.4%
T AT&T Inc.	0.32%	2,034,390	$42.1M	Reduce -27.0%
BLK BlackRock Inc.	0.31%	43,023	$41.4M	Reduce -24.3%
ISRG Intuitive Surgical Inc.	0.31%	103,478	$41.2M	Reduce -25.9%
SHOP Shopify Inc. Class A	0.31%	357,272	$40.9M	Reduce -24.8%
PFE Pfizer Inc.	0.30%	1,657,411	$39.9M	Reduce -24.5%
CVS CVS Health Corp.	0.29%	370,668	$38.3M	Reduce -24.0%
DELL Dell Technologies -C	0.28%	87,812	$37.9M	Reduce -29.1%
UBER Uber Technologies Inc.	0.28%	519,320	$37.5M	Reduce -28.2%
PGR Progressive Corp.	0.28%	170,480	$37.2M	Reduce -24.3%
VRTX Vertex Pharmaceuticals Inc.	0.28%	74,100	$36.8M	New
CRM Salesforce Inc.	0.27%	232,408	$36.4M	Reduce -37.9%
PH Parker Hannifin Corp.	0.27%	36,795	$36.0M	Reduce -26.1%
LOW Lowe's Cos Inc.	0.27%	163,193	$36.0M	Reduce -24.1%
SPGI S&P Global Inc.	0.27%	88,294	$36.0M	Reduce -27.6%
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM	0.27%	200,613	$35.4M	Add +21.4%
DHR Danaher Corp.	0.27%	185,936	$35.4M	Reduce -24.9%
COF Capital One Financial Corp.	0.26%	174,301	$35.0M	Reduce -29.1%
CB Chubb Ltd.	0.26%	102,053	$34.8M	Reduce -30.3%
APP AppLovin Corp. Class A	0.26%	66,928	$34.5M	Reduce -24.9%
BMY Bristol-Myers Squibb Co.	0.26%	594,936	$34.3M	Reduce -24.3%
SBUX Starbucks Corp.	0.25%	331,930	$33.9M	Reduce -24.3%
GLW Corning Inc.	0.25%	128,700	$32.9M	New
TT Trane Technologies PLC	0.24%	64,576	$31.7M	Reduce -25.5%
SYK Stryker Corp.	0.24%	100,441	$31.6M	Reduce -23.9%
PWR Quanta Services Inc.	0.24%	43,752	$31.5M	Reduce -23.6%
HWM Howmet Aerospace Inc.	0.23%	116,774	$31.4M	Reduce -21.4%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C	0.23%	359,243	$31.2M	Add +26.6%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO	0.23%	267,476	$30.8M	Add +24.9%
NOW ServiceNow Inc.	0.23%	304,740	$30.3M	Reduce -23.4%
CDNS Cadence Design SYS Inc.	0.23%	80,447	$30.2M	Reduce -23.7%
NEM Newmont Corp.	0.22%	314,617	$29.4M	Reduce -27.7%
MDT Medtronic Inc	0.22%	374,096	$29.3M	Reduce -24.1%
BNY Bank of New York Mellon Corp.	0.22%	200,112	$28.9M	Reduce -28.1%
PNC PNC Financial Services Group	0.22%	117,134	$28.8M	Reduce -23.3%
CMI Cummins Inc.	0.22%	40,283	$28.7M	Reduce -24.3%
DUK Duke Energy Corp.	0.21%	226,806	$28.7M	Reduce -24.4%
FTNT Fortinet Inc.	0.21%	183,314	$28.2M	Reduce -27.1%
USB US Bancorp	0.20%	452,258	$27.3M	Reduce -24.8%

Show all 444 holdings

Portfolio Sells Q1 2026 → Q2 2026


GOOGL Alphabet Inc. Class A	Reduce -61.1%	2.02%	−1.67
GOOG Alphabet Inc. Class C	Reduce -63.6%	1.59%	−1.53
NVDA Nvidia Corp.	Reduce -46.0%	3.56%	−1.50
AAPL Apple Inc.	Reduce -38.7%	3.79%	−0.99
PEP Pepsico Inc.	Sold out	0.00%	−0.54
NFLX Netflix Inc.	Reduce -25.9%	0.66%	−0.39
AMZN Amazon.com Inc.	Reduce -30.3%	3.60%	−0.38
WM Waste Management Inc.	Sold out	0.00%	−0.24
COST Costco Wholesale Corp.	Reduce -24.6%	0.91%	−0.22
T AT&T Inc.	Reduce -27.0%	0.32%	−0.22
CRM Salesforce Inc.	Reduce -37.9%	0.27%	−0.19
HLT Hilton Worldwide Holdings Inc.	Sold out	0.00%	−0.19
TSLA Tesla Inc.	Reduce -26.8%	2.58%	−0.17
JNJ Johnson & Johnson	Reduce -24.6%	1.33%	−0.17
SRE Sempra	Sold out	0.00%	−0.16
VZ Verizon Communications Inc.	Reduce -25.4%	0.39%	−0.16
INTU Intuit Inc.	Reduce -25.3%	0.16%	−0.15
MCD McDonald's Corp.	Reduce -25.2%	0.42%	−0.15
ACN Accenture PLC Class A	Reduce -25.6%	0.17%	−0.15
DASH DoorDash Inc. Class A	Sold out	0.00%	−0.14
PG The Procter & Gamble Co.	Reduce -25.4%	0.74%	−0.12
MA Mastercard Inc. Class A	Reduce -24.2%	0.92%	−0.12
ISRG Intuitive Surgical Inc.	Reduce -25.9%	0.31%	−0.12
ABT Abbott Laboratories	Reduce -24.6%	0.34%	−0.11
WFC Wells Fargo & Co.	Reduce -29.3%	0.55%	−0.11
PFE Pfizer Inc.	Reduce -24.5%	0.30%	−0.11
KO The Coca-Cola Co.	Reduce -28.6%	0.69%	−0.11
GILD Gilead Sciences Inc.	Reduce -25.6%	0.34%	−0.10
PEG Public Service Enterprise GP	Sold out	0.00%	−0.10
BSX Boston Scientific Corp.	Reduce -23.8%	0.14%	−0.10
CME Cme Group Inc.	Reduce -24.1%	0.17%	−0.10
NEM Newmont Corp.	Reduce -27.7%	0.22%	−0.09
HCA HCA Healthcare Inc.	Reduce -36.0%	0.13%	−0.09
SCHW Schwab (charles) Corp.	Reduce -28.4%	0.33%	−0.08
CMCSA Comcast Corp. Class A	Reduce -28.1%	0.19%	−0.08
ADBE Adobe Inc.	Reduce -28.1%	0.18%	−0.08
CSX CSX Corp.	Sold out	0.00%	−0.08
ORCL Oracle Corp.	Reduce -22.8%	0.55%	−0.08
MRK Merck & Co. Inc.	Reduce -26.0%	0.69%	−0.08
ICE Intercontinental Exchange Inc.	Reduce -25.6%	0.15%	−0.08
MCK McKesson Corp.	Reduce -26.9%	0.20%	−0.08
LIN Linde PLC	Reduce -26.5%	0.52%	−0.08
DIS The Walt Disney Co.	Reduce -26.4%	0.37%	−0.07
SPGI S&P Global Inc.	Reduce -27.6%	0.27%	−0.07
V Visa Inc. Class A	Reduce -26.4%	1.26%	−0.07
RSG Republic Services Inc.	Reduce -61.3%	0.05%	−0.07
HD Home Depot Inc.	Reduce -24.6%	0.77%	−0.07
REGN Regeneron Pharmaceuticals	Reduce -26.4%	0.14%	−0.07
TMO Thermo Fisher Scientific Inc.	Reduce -25.9%	0.41%	−0.07
ZTS Zoetis Inc.	Reduce -28.2%	0.07%	−0.07

Portfolio Buys Q1 2026 → Q2 2026


JPM JPMorgan Chase & Co.	Add +22.8%	1.92%	+0.68
STX Seagate Technology Holdings	New	0.46%	+0.46
BAC Bank of America Corp.	Add +20.2%	0.84%	+0.31
RY Royal Bank of Canada	Add +26.4%	0.63%	+0.29
VRTX Vertex Pharmaceuticals Inc.	New	0.28%	+0.28
GS Goldman Sachs Group Inc.	Add +21.8%	0.65%	+0.26
GLW Corning Inc.	New	0.25%	+0.25
MS Morgan Stanley	Add +25.3%	0.54%	+0.24
C Citigroup Inc.	Add +15.9%	0.52%	+0.20
NEE Nextera Energy Inc.	Add +84.0%	0.40%	+0.20
TD Toronto-Dominion Bank	Add +20.1%	0.44%	+0.19
BE Bloom Energy Corp. Class A	New	0.18%	+0.18
COHR Coherent Corp.	New	0.16%	+0.16
CIEN Ciena Corp.	New	0.15%	+0.15
FIX Comfort Systems USA Inc.	New	0.15%	+0.15
MNST Monster Beverage Corp.	New	0.15%	+0.15
LITE Lumentum Holdings Inc.	New	0.13%	+0.13
FLNG Flex LNG Ltd.	New	0.13%	+0.13
BMO Bank of Montreal	Add +21.4%	0.27%	+0.12
RKLB Rocket Lab Corp.	New	0.12%	+0.12
JCI Johnson Controls Internation	Add +70.6%	0.20%	+0.10
BNS Bank of Nova Scotia	Add +26.6%	0.23%	+0.10
RCL Royal Caribbean Cruises Ltd.	Add +83.5%	0.18%	+0.10
CRDO Credo Technology Group Holdi	New	0.10%	+0.10
CM Can Imperial BK of Commerce	Add +24.9%	0.23%	+0.10
ALNY Alnylam Pharmaceuticals Inc.	New	0.09%	+0.09
KVUE Kenvue Inc.	New	0.08%	+0.08
CCL Carnival Corp. Ltd.	New	0.08%	+0.08
KMB Kimberly-Clark Corp.	New	0.08%	+0.08
CARR Carrier Global Corp.	Add +78.2%	0.12%	+0.07
B Barrick Mining Corp.	New	0.07%	+0.07
Q Qnity Electronics Inc.	New	0.07%	+0.07
CASY Casey's General Stores Inc.	New	0.06%	+0.06
CNP Centerpoint Energy Inc.	New	0.06%	+0.06
KGC Kinross Gold Corp.	New	0.06%	+0.06
CW Curtiss-Wright Corp.	New	0.06%	+0.06
FTAI Ftai Aviation Ltd.	New	0.06%	+0.06
AWK American Water Works Co. Inc.	New	0.06%	+0.06
MTZ Mastec Inc.	New	0.06%	+0.06
SW Smurfit Westrock PLC	New	0.05%	+0.05
XPO Xpo Inc.	New	0.05%	+0.05
SOFI Sofi Technologies Inc.	New	0.05%	+0.05
AFRM Affirm Holdings Inc.	New	0.05%	+0.05
ASTS Ast Spacemobile Inc.	New	0.05%	+0.05
FN Fabrinet	New	0.04%	+0.04
BDRBF Bombardier Inc. Class B	New	0.04%	+0.04
PAAS Pan American Silver Corp.	New	0.04%	+0.04
BIIB Biogen Inc.	Add +81.5%	0.07%	+0.04
IBKR Interactive Brokers Gro Class A	Add +25.1%	0.08%	+0.04
FITB Fifth Third Bancorp	Add +3.6%	0.11%	+0.03

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	444	$13.4B	AAPL, AMZN, AVGO, NVDA, MSFT
Q1 2026	430	$15.1B	NVDA, AAPL, AMZN, GOOGL, AVGO
Q4 2025	442	$16.3B	NVDA, AAPL, AMZN, MSFT, GOOGL
Q3 2025	458	$15.5B	NVDA, AAPL, MSFT, AMZN, AVGO
Q2 2025	466	$14.4B	NVDA, MSFT, AMZN, AAPL, AVGO
Q1 2025	462	$12.9B	NVDA, AAPL, AMZN, MSFT, GOOGL
Q4 2024	476	$14.8B	NVDA, AAPL, AMZN, MSFT, TSLA
Q3 2024	481	$14.3B	NVDA, AAPL, AMZN, MSFT, GOOGL
Q2 2024	491	$13.8B	NVDA, AAPL, AMZN, MSFT, GOOGL
Q1 2024	501	$13.8B	NVDA, AMZN, MSFT, AAPL, GOOGL