Mn Services Vermogensbeheer B.V.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Mn Services Vermogensbeheer B.V. reported 442 stock positions worth $16.3 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Apple (AAPL, 4.8%) and Amazon.com (AMZN, 4.1%). Compared with Q3 2025, it opened 1 new position, sold out of 17, added to 398 and reduced 43. The biggest buy was Alphabet Class A (GOOGL, shares +2%) and the biggest sale an exit from Vertiv Class A (VRT).

Most Recent 13F
Q2 2026
Location
THE HAGUE, P7
CIK
0001666940
Portfolio Value
$16.3B (Q4 2025)
SEC Filing
0001666940-26-000001 ↗ filed Jan 15, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $13.8B Q1 2024 Q2 2024: $13.8B Q2 2024 Q3 2024: $14.3B Q3 2024 Q4 2024: $14.8B Q4 2024 Q1 2025: $12.9B Q1 2025 Q2 2025: $14.4B Q2 2025 Q3 2025: $15.5B Q3 2025 Q4 2025: $16.3B $16.3B Q4 2025 Q1 2026: $15.1B Q1 2026 Q2 2026: $13.4B Q2 2026

Holdings 442 stocks · $16.3B

NVDA Nvidia Corp. 5.05% 4,403,011 $821.2M Add +2.4%
AAPL Apple Inc. 4.78% 2,860,126 $777.6M Add +2.4%
AMZN Amazon.com Inc. 4.12% 2,898,409 $669.0M Add +2.3%
MSFT Microsoft Corp. 3.84% 1,291,049 $624.4M Add +2.3%
GOOGL Alphabet Inc. Class A 3.74% 1,944,443 $608.6M Add +2.3%
AVGO Broadcom Inc. 3.68% 1,727,777 $598.0M Add +2.0%
GOOG Alphabet Inc. Class C 3.18% 1,648,477 $517.3M Add +2.3%
TSLA Tesla Inc. 3.10% 1,120,136 $503.7M Add +2.0%
LLY Eli Lilly & Co. 2.06% 311,943 $335.2M Add +2.0%
V Visa Inc. Class A 1.44% 667,496 $234.1M Add +2.1%
JPM JPMorgan Chase & Co. 1.25% 632,100 $203.7M Add +15.2%
JNJ Johnson & Johnson 1.19% 933,393 $193.2M Add +2.2%
MA Mastercard Inc. Class A 1.11% 315,374 $180.0M Add +2.0%
ABBV Abbvie Inc. 0.96% 685,159 $156.6M Add +2.2%
NFLX Netflix Inc. 0.96% 1,656,790 $155.3M Add +2.1%
COST Costco Wholesale Corp. 0.91% 171,766 $148.1M Add +1.9%
AMD Advanced Micro Devices 0.83% 629,294 $134.8M Add +2.0%
HD Home Depot Inc. 0.81% 384,960 $132.5M Add +2.2%
PG The Procter & Gamble Co. 0.80% 908,209 $130.2M Add +2.2%
ORCL Oracle Corp. 0.78% 651,750 $127.0M Add +2.2%
MU Micron Technology Inc. 0.76% 432,827 $123.5M Add +1.6%
CSCO Cisco Systems Inc. 0.73% 1,540,806 $118.7M Add +2.0%
WFC Wells Fargo & Co. 0.72% 1,264,081 $117.8M Add +2.1%
UNH Unitedhealth Group Inc. 0.72% 354,333 $117.0M Add +2.1%
KO The Coca-Cola Co. 0.68% 1,583,443 $110.7M Add +2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.66% 359,365 $106.4M Add +2.1%
MRK Merck & Co. Inc. 0.63% 974,621 $102.6M Add +2.0%
CRM Salesforce Inc. 0.61% 372,208 $98.6M Add +2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.55% 1,633,310 $89.8M Add +15.2%
LRCX Lam Research Corp. 0.52% 497,143 $85.1M Add +1.9%
TMO Thermo Fisher Scientific Inc. 0.52% 146,215 $84.7M Add +1.9%
MCD McDonald's Corp. 0.52% 276,999 $84.7M Add +2.1%
ABT Abbott Laboratories 0.52% 671,743 $84.2M Add +2.1%
AMAT Applied Materials Inc. 0.50% 314,612 $80.9M Add +2.4%
AXP American Express Co. 0.49% 216,881 $80.2M Add +1.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.49% 700,190 $79.7M Add +2.0%
ISRG Intuitive Surgical Inc. 0.48% 138,778 $78.6M Add +1.9%
LIN Linde PLC 0.48% 183,228 $78.1M Add +2.1%
PEP Pepsico Inc. 0.47% 531,123 $76.2M Add +1.9%
SHOP Shopify Inc. Class A 0.47% 471,672 $76.0M Add +1.9%
QCOM Qualcomm Inc. 0.45% 428,397 $73.3M Add +1.9%
INTU Intuit Inc. 0.44% 108,165 $71.7M Add +1.8%
GEV GE Vernova Inc. 0.43% 105,892 $69.2M Add +2.0%
T AT&T Inc. 0.42% 2,780,290 $69.1M Add +1.9%
AMGN Amgen Inc. 0.42% 208,219 $68.2M Add +1.6%
SCHW Schwab (charles) Corp. 0.41% 667,366 $66.7M Add +1.9%
VZ Verizon Communications Inc. 0.41% 1,634,456 $66.6M Add +1.9%
ACN Accenture PLC Class A 0.40% 242,478 $65.1M Add +1.8%
SPGI S&P Global Inc. 0.39% 121,494 $63.5M Add +1.9%
APH Amphenol Corp. Class A 0.39% 469,362 $63.4M Add +1.6%
KLAC KLA Corp. 0.38% 51,439 $62.5M Add +2.3%
INTC Intel Corp. 0.38% 1,688,948 $62.3M Add +2.4%
GS Goldman Sachs Group Inc. 0.38% 70,249 $61.7M Add +15.3%
NOW ServiceNow Inc. 0.38% 401,040 $61.4M Add +1.9%
BLK BlackRock Inc. 0.38% 57,123 $61.1M Add +2.0%
TXN Texas Instruments Inc. 0.38% 352,374 $61.1M Add +2.0%
APP AppLovin Corp. Class A 0.37% 89,828 $60.5M Add +2.4%
COF Capital One Financial Corp. 0.37% 247,601 $60.0M Add +1.6%
UBER Uber Technologies Inc. 0.37% 729,020 $59.6M Add +1.9%
GILD Gilead Sciences Inc. 0.36% 482,839 $59.3M Add +1.8%
ADBE Adobe Inc. 0.36% 165,064 $57.8M Add +1.8%
DHR Danaher Corp. 0.35% 249,336 $57.1M Add +2.4%
PFE Pfizer Inc. 0.34% 2,196,611 $54.7M Add +1.7%
BSX Boston Scientific Corp. 0.34% 572,913 $54.6M Add +1.8%
RY Royal Bank of Canada 0.34% 319,877 $54.6M Add +15.2%
ANET Arista Networks Inc. 0.33% 415,231 $54.4M Add +1.8%
UNP Union Pacific Corp. 0.33% 232,201 $53.7M Add +1.6%
LOW Lowe's Cos Inc. 0.32% 216,793 $52.3M Add +1.8%
ADI Analog Devices Inc. 0.32% 192,112 $52.1M Add +2.4%
PGR Progressive Corp. 0.32% 226,980 $51.7M Add +1.8%
C Citigroup Inc. 0.31% 425,503 $49.7M Add +15.2%
MS Morgan Stanley 0.30% 273,482 $48.6M Add +15.2%
ETN Eaton Corp. PLC 0.30% 151,737 $48.3M Add +1.6%
MDT Medtronic Inc 0.29% 496,796 $47.7M Add +2.4%
PANW Palo Alto Networks Inc. 0.29% 256,529 $47.3M Add +2.5%
SYK Stryker Corp. 0.29% 133,041 $46.8M Add +1.6%
DE Deere & Co. 0.29% 99,940 $46.5M Add +2.4%
CB Chubb Ltd. 0.28% 147,453 $46.0M Add +2.4%
CRWD CrowdStrike Holdings Inc. Class A 0.28% 96,067 $45.0M Add +2.5%
PH Parker Hannifin Corp. 0.27% 50,195 $44.1M Add +2.9%
NEM Newmont Corp. 0.27% 439,617 $43.9M Add +3.1%
CMCSA Comcast Corp. Class A 0.27% 1,465,518 $43.8M Add +2.7%
BMY Bristol-Myers Squibb Co. 0.26% 791,736 $42.7M Add +2.9%
ADP Automatic Data Processing 0.25% 157,596 $40.5M Add +2.4%
MCK McKesson Corp. 0.25% 48,721 $40.0M Add +2.8%
CVS CVS Health Corp. 0.24% 491,268 $39.0M Add +2.1%
CME Cme Group Inc. 0.24% 140,210 $38.3M Add +2.9%
TD Toronto-Dominion Bank 0.23% 395,990 $37.4M Add +15.2%
SBUX Starbucks Corp. 0.23% 442,030 $37.2M Add +2.9%
ICE Intercontinental Exchange Inc. 0.22% 223,638 $36.2M Add +3.0%
TMUS T-Mobile US Inc. 0.22% 177,727 $36.1M Add +2.9%
MELI MercadoLibre Inc. 0.22% 17,762 $35.8M Add +2.8%
MRSH Marsh & McLennan Cos 0.22% 192,277 $35.7M Add +3.2%
DUK Duke Energy Corp. 0.22% 303,306 $35.5M Add +3.2%
WM Waste Management Inc. 0.21% 155,202 $34.1M Add +2.0%
TT Trane Technologies PLC 0.21% 87,376 $34.0M Add +3.1%
SNPS Synopsys Inc. 0.21% 71,625 $33.6M Add +1.6%
MMM 3M Co. 0.21% 209,992 $33.6M Add +2.9%
HCA HCA Healthcare Inc. 0.21% 71,896 $33.6M Add +3.0%
CDNS Cadence Design SYS Inc. 0.20% 106,247 $33.2M Add +2.7%

Show all 442 holdings

Portfolio Sells Q3 2025 → Q4 2025

VRT Vertiv Holdings Co. Class A Sold out 0.00% −0.13
ENB Enbridge Inc. Sold out 0.00% −0.13
MSTR Strategy Inc. Reduce -12.7% 0.04% −0.06
K Kellanova Sold out 0.00% −0.05
BKNG Booking Holdings Inc. Reduce -11.7% 0.17% −0.03
COIN Coinbase Global Inc. Class A Reduce -9.6% 0.05% −0.03
OC Owens Corning Sold out 0.00% −0.03
POOL Pool Corp. Sold out 0.00% −0.03
CCK Crown Holdings Inc. Sold out 0.00% −0.03
AKAM Akamai Technologies Inc. Sold out 0.00% −0.03
MOH Molina Healthcare Inc. Sold out 0.00% −0.03
RCL Royal Caribbean Cruises Ltd. Reduce -11.4% 0.07% −0.03
FDS Factset Research Systems Inc. Sold out 0.00% −0.03
RVTY Revvity Inc. Sold out 0.00% −0.03
ALGN Align Technology Inc. Sold out 0.00% −0.02
NEE Nextera Energy Inc. Reduce -12.5% 0.16% −0.02
CCDBF CCL Industries Inc. Class B Sold out 0.00% −0.02
TAP Molson Coors Beverage Co. Class B Sold out 0.00% −0.02
LEN Lennar Corp. Class A Reduce -0.9% 0.06% −0.02
ACI Albertsons Cos Inc. Class A Sold out 0.00% −0.02
FLUT Flutter Entertainment PLC-Di Reduce -12.7% 0.04% −0.02
AEM Agnico Eagle Mines Ltd. Reduce -11.5% 0.08% −0.01
CARR Carrier Global Corp. Reduce -12.7% 0.04% −0.01
DVA Davita Inc. Sold out 0.00% −0.01
D Dominion Energy Inc. Reduce -12.6% 0.05% −0.01
BMRN Biomarin Pharmaceutical Inc. Sold out 0.00% −0.01
XYZ Block Inc. Reduce -12.7% 0.04% −0.01
UHAL.B U-Haul Holding Co.-Non Voting Sold out 0.00% −0.01
XYL Xylem Inc. Reduce -0.8% 0.08% −0.01
CSX CSX Corp. Reduce -10.2% 0.07% −0.01
RJF Raymond James Financial Inc. Reduce -0.7% 0.07% −0.01
GPC Genuine Parts Co. Reduce -1.5% 0.04% −0.01
JCI Johnson Controls Internation Reduce -11.5% 0.08% −0.01
AEE Ameren Corporation Reduce -12.8% 0.03% −0.01
BAM Brookfield Asset Mgmt-A Reduce -12.6% 0.02% −0.01
LII Lennox International Inc. Reduce -2.4% 0.04% −0.01
ARES Ares Management Corp. Class A Reduce -12.7% 0.03% −0.01
MLM Martin Marietta Materials Reduce -0.4% 0.09% −0.01
ED Consolidated Edison Inc. Reduce -0.6% 0.08% −0.01
FE Firstenergy Corp. Reduce -12.6% 0.02% −0.01
DKNG Draftkings Inc. Class A Reduce -12.7% 0.02% −0.00
ALLE Allegion PLC Reduce -12.8% 0.01% −0.00
ABNB Airbnb Inc. Class A Reduce -12.6% 0.06% −0.00
MAS Masco Corp. Reduce -12.5% 0.01% −0.00
PCG P G & E Corp. Reduce -12.6% 0.03% −0.00
CSL Carlisle Cos Inc. Reduce -12.5% 0.01% −0.00
DOW Dow Inc. Reduce -12.6% 0.02% −0.00
HIG Hartford Insurance Group Inc. Reduce -0.3% 0.09% −0.00
LVS Las Vegas Sands Corp. Reduce -18.4% 0.02% −0.00
RPRX Royalty Pharma PLC Class A Reduce -12.5% 0.01% −0.00

Portfolio Buys Q3 2025 → Q4 2025

GOOGL Alphabet Inc. Class A Add +2.3% 3.74% +0.76
GOOG Alphabet Inc. Class C Add +2.3% 3.18% +0.65
LLY Eli Lilly & Co. Add +2.0% 2.06% +0.55
MU Micron Technology Inc. Add +1.6% 0.76% +0.30
AAPL Apple Inc. Add +2.4% 4.78% +0.18
AMD Advanced Micro Devices Add +2.0% 0.83% +0.18
JPM JPMorgan Chase & Co. Add +15.2% 1.25% +0.13
MRK Merck & Co. Inc. Add +2.0% 0.63% +0.11
LRCX Lam Research Corp. Add +1.9% 0.52% +0.10
AMZN Amazon.com Inc. Add +2.3% 4.12% +0.10
JNJ Johnson & Johnson Add +2.2% 1.19% +0.09
AMAT Applied Materials Inc. Add +2.4% 0.50% +0.09
ISRG Intuitive Surgical Inc. Add +1.9% 0.48% +0.09
BAC Bank of America Corp. Add +15.2% 0.55% +0.08
TMO Thermo Fisher Scientific Inc. Add +1.9% 0.52% +0.07
RY Royal Bank of Canada Add +15.2% 0.34% +0.07
AVGO Broadcom Inc. Add +2.0% 3.68% +0.07
GS Goldman Sachs Group Inc. Add +15.3% 0.38% +0.07
C Citigroup Inc. Add +15.2% 0.31% +0.06
CSCO Cisco Systems Inc. Add +2.0% 0.73% +0.06
MS Morgan Stanley Add +15.2% 0.30% +0.05
WFC Wells Fargo & Co. Add +2.1% 0.72% +0.05
TD Toronto-Dominion Bank Add +15.2% 0.23% +0.05
WBD Warner Bros Discovery Inc. Add +4.3% 0.16% +0.05
REGN Regeneron Pharmaceuticals Add +1.8% 0.20% +0.05
CRM Salesforce Inc. Add +2.1% 0.61% +0.05
AMGN Amgen Inc. Add +1.6% 0.42% +0.05
GM General Motors Co. Add +2.8% 0.19% +0.04
WDC Western Digital Corp. Add +4.5% 0.14% +0.04
DHR Danaher Corp. Add +2.4% 0.35% +0.04
BMY Bristol-Myers Squibb Co. Add +2.9% 0.26% +0.04
NEM Newmont Corp. Add +3.1% 0.27% +0.04
AXP American Express Co. Add +1.7% 0.49% +0.04
COF Capital One Financial Corp. Add +1.6% 0.37% +0.03
KLAC KLA Corp. Add +2.3% 0.38% +0.03
PH Parker Hannifin Corp. Add +2.9% 0.27% +0.03
BNS Bank of Nova Scotia Add +17.0% 0.13% +0.03
FDX FedEx Corp. Add +2.7% 0.16% +0.03
INTC Intel Corp. Add +2.4% 0.38% +0.03
CMI Cummins Inc. Add +2.5% 0.17% +0.03
CM Can Imperial BK of Commerce Add +16.7% 0.12% +0.02
CAH Cardinal Health Inc. Add +1.3% 0.12% +0.02
UPS United Parcel Service Class B Add +2.8% 0.17% +0.02
GILD Gilead Sciences Inc. Add +1.8% 0.36% +0.02
MAR Marriott International Class A Add +1.9% 0.17% +0.02
SHOP Shopify Inc. Class A Add +1.9% 0.47% +0.02
ADI Analog Devices Inc. Add +2.4% 0.32% +0.02
MDB Mongodb Inc. Add +4.6% 0.08% +0.02
APH Amphenol Corp. Class A Add +1.6% 0.39% +0.02
ACN Accenture PLC Class A Add +1.8% 0.40% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 444$13.4BAAPL, AMZN, AVGO, NVDA, MSFT
Q1 2026 430$15.1BNVDA, AAPL, AMZN, GOOGL, AVGO
Q4 2025 442$16.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q3 2025 458$15.5BNVDA, AAPL, MSFT, AMZN, AVGO
Q2 2025 466$14.4BNVDA, MSFT, AMZN, AAPL, AVGO
Q1 2025 462$12.9BNVDA, AAPL, AMZN, MSFT, GOOGL
Q4 2024 476$14.8BNVDA, AAPL, AMZN, MSFT, TSLA
Q3 2024 481$14.3BNVDA, AAPL, AMZN, MSFT, GOOGL
Q2 2024 491$13.8BNVDA, AAPL, AMZN, MSFT, GOOGL
Q1 2024 501$13.8BNVDA, AMZN, MSFT, AAPL, GOOGL