Mn Services Vermogensbeheer B.V.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Mn Services Vermogensbeheer B.V. reported 430 stock positions worth $15.1 billion. Its top holding was Nvidia (NVDA) at 5.1% of the portfolio, followed by Apple (AAPL, 4.8%) and Amazon.com (AMZN, 4.0%). Compared with Q4 2025, it sold out of 12, added to 42 and reduced 134. The biggest buy was GE Vernova (GEV, shares +0%) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
THE HAGUE, P7
CIK
0001666940
Portfolio Value
$15.1B (Q1 2026)
SEC Filing
0001666940-26-000002 ↗ filed Apr 30, 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 Q4 2025 Q1 2026: $15.1B $15.1B Q1 2026 Q2 2026: $13.4B Q2 2026

Holdings 430 stocks · $15.1B
NVDA Nvidia Corp. 5.06% 4,394,111 $766.3M Reduce -0.2%
AAPL Apple Inc. 4.78% 2,854,626 $724.5M Reduce -0.2%
AMZN Amazon.com Inc. 3.98% 2,894,409 $602.8M Reduce -0.1%
GOOGL Alphabet Inc. Class A 3.69% 1,941,843 $558.4M Reduce -0.1%
AVGO Broadcom Inc. 3.53% 1,726,377 $534.3M Reduce -0.1%
MSFT Microsoft Corp. 3.15% 1,289,449 $477.3M Reduce -0.1%
GOOG Alphabet Inc. Class C 3.12% 1,647,177 $472.5M Reduce -0.1%
TSLA Tesla Inc. 2.75% 1,119,136 $416.0M Reduce -0.1%
LLY Eli Lilly & Co. 1.89% 311,543 $286.5M Reduce -0.1%
JNJ Johnson & Johnson 1.50% 930,493 $227.4M Reduce -0.3%
V Visa Inc. Class A 1.33% 665,396 $201.1M Reduce -0.3%
JPM JPMorgan Chase & Co. 1.24% 636,400 $187.2M Add +0.7%
COST Costco Wholesale Corp. 1.13% 171,366 $170.8M Reduce -0.2%
NFLX Netflix Inc. 1.05% 1,654,990 $159.1M Reduce -0.1%
MA Mastercard Inc. Class A 1.04% 314,574 $157.2M Reduce -0.3%
ABBV Abbvie Inc. 0.98% 684,459 $148.9M Reduce -0.1%
MU Micron Technology Inc. 0.96% 432,327 $146.1M Reduce -0.1%
PG The Procter & Gamble Co. 0.87% 907,209 $131.0M Reduce -0.1%
AMD Advanced Micro Devices 0.84% 628,594 $127.9M Reduce -0.1%
HD Home Depot Inc. 0.84% 384,560 $126.5M Reduce -0.1%
KO The Coca-Cola Co. 0.79% 1,581,843 $120.3M Reduce -0.1%
CSCO Cisco Systems Inc. 0.79% 1,539,206 $119.4M Reduce -0.1%
MRK Merck & Co. Inc. 0.77% 973,621 $117.1M Reduce -0.1%
AMAT Applied Materials Inc. 0.71% 314,312 $107.4M Reduce -0.1%
LRCX Lam Research Corp. 0.70% 496,643 $106.1M Reduce -0.1%
WFC Wells Fargo & Co. 0.66% 1,261,981 $100.5M Reduce -0.2%
UNH Unitedhealth Group Inc. 0.63% 353,933 $95.8M Reduce -0.1%
ORCL Oracle Corp. 0.63% 650,950 $95.8M Reduce -0.1%
GEV GE Vernova Inc. 0.61% 106,092 $92.6M Add +0.2%
LIN Linde PLC 0.60% 182,928 $90.7M Reduce -0.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.57% 358,765 $87.0M Reduce -0.2%
MCD McDonald's Corp. 0.57% 276,699 $86.0M Reduce -0.1%
PEP Pepsico Inc. 0.54% 530,623 $82.4M Reduce -0.1%
VZ Verizon Communications Inc. 0.54% 1,632,756 $82.0M Reduce -0.1%
T AT&T Inc. 0.53% 2,785,790 $80.8M Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.53% 1,645,510 $80.2M Add +0.8%
KLAC KLA Corp. 0.50% 51,339 $75.6M Reduce -0.2%
INTC Intel Corp. 0.49% 1,692,148 $74.7M Add +0.2%
AMGN Amgen Inc. 0.48% 208,019 $73.2M Reduce -0.1%
TMO Thermo Fisher Scientific Inc. 0.47% 146,115 $71.8M Reduce -0.1%
CRM Salesforce Inc. 0.46% 374,308 $69.9M Add +0.6%
ABT Abbott Laboratories 0.46% 673,043 $69.1M Add +0.2%
TXN Texas Instruments Inc. 0.45% 353,174 $68.6M Add +0.2%
GILD Gilead Sciences Inc. 0.45% 485,739 $67.7M Add +0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.45% 701,990 $67.7M Add +0.3%
AXP American Express Co. 0.44% 218,281 $66.0M Add +0.7%
ISRG Intuitive Surgical Inc. 0.42% 139,578 $64.3M Add +0.6%
SCHW Schwab (charles) Corp. 0.42% 672,366 $63.2M Add +0.8%
PFE Pfizer Inc. 0.41% 2,194,011 $61.6M Reduce -0.1%
ADI Analog Devices Inc. 0.40% 192,512 $61.2M Add +0.2%
GS Goldman Sachs Group Inc. 0.39% 70,549 $59.7M Add +0.4%
APH Amphenol Corp. Class A 0.39% 470,062 $59.4M Add +0.1%
SHOP Shopify Inc. Class A 0.37% 475,272 $56.2M Add +0.8%
DE Deere & Co. 0.37% 99,740 $56.2M Reduce -0.2%
UNP Union Pacific Corp. 0.37% 230,401 $55.9M Reduce -0.8%
QCOM Qualcomm Inc. 0.36% 425,197 $54.8M Reduce -0.8%
BLK BlackRock Inc. 0.36% 56,823 $54.6M Reduce -0.5%
ETN Eaton Corp. PLC 0.36% 150,537 $53.8M Reduce -0.8%
UBER Uber Technologies Inc. 0.34% 723,420 $52.0M Reduce -0.8%
RY Royal Bank of Canada 0.34% 322,277 $51.9M Add +0.8%
SPGI S&P Global Inc. 0.34% 121,894 $51.8M Add +0.3%
LOW Lowe's Cos Inc. 0.34% 215,093 $50.8M Reduce -0.8%
ANET Arista Networks Inc. 0.33% 412,031 $50.6M Reduce -0.8%
C Citigroup Inc. 0.32% 428,703 $48.6M Add +0.8%
ACN Accenture PLC Class A 0.32% 240,578 $47.7M Reduce -0.8%
CB Chubb Ltd. 0.31% 146,353 $47.7M Reduce -0.8%
BMY Bristol-Myers Squibb Co. 0.31% 785,736 $47.7M Reduce -0.8%
NEM Newmont Corp. 0.31% 435,117 $47.1M Reduce -1.0%
DHR Danaher Corp. 0.31% 247,436 $46.9M Reduce -0.8%
INTU Intuit Inc. 0.31% 108,165 $46.8M No change
MS Morgan Stanley 0.30% 275,482 $45.3M Add +0.7%
COF Capital One Financial Corp. 0.30% 245,701 $44.8M Reduce -0.8%
PGR Progressive Corp. 0.29% 225,280 $44.7M Reduce -0.8%
PH Parker Hannifin Corp. 0.29% 49,795 $44.6M Reduce -0.8%
SYK Stryker Corp. 0.29% 132,041 $43.4M Reduce -0.8%
MDT Medtronic Inc 0.28% 492,996 $42.7M Reduce -0.8%
MCK McKesson Corp. 0.28% 48,721 $42.2M No change
CMCSA Comcast Corp. Class A 0.28% 1,454,318 $41.8M Reduce -0.8%
NOW ServiceNow Inc. 0.27% 397,940 $41.6M Reduce -0.8%
CME Cme Group Inc. 0.27% 139,210 $41.1M Reduce -0.7%
PANW Palo Alto Networks Inc. 0.27% 254,529 $40.8M Reduce -0.8%
ADBE Adobe Inc. 0.26% 163,864 $39.8M Reduce -0.7%
SBUX Starbucks Corp. 0.26% 438,730 $39.3M Reduce -0.8%
DUK Duke Energy Corp. 0.26% 300,006 $39.3M Reduce -1.1%
TD Toronto-Dominion Bank 0.25% 401,990 $37.4M Add +1.5%
CRWD CrowdStrike Holdings Inc. Class A 0.25% 95,267 $37.2M Reduce -0.8%
TMUS T-Mobile US Inc. 0.24% 176,427 $37.1M Reduce -0.7%
TT Trane Technologies PLC 0.24% 86,676 $36.1M Reduce -0.8%
WDC Western Digital Corp. 0.24% 132,875 $35.9M Reduce -1.6%
WM Waste Management Inc. 0.24% 155,302 $35.7M Add +0.1%
BSX Boston Scientific Corp. 0.24% 568,513 $35.7M Reduce -0.8%
APP AppLovin Corp. Class A 0.23% 89,128 $35.5M Reduce -0.8%
CVS CVS Health Corp. 0.23% 487,568 $35.0M Reduce -0.8%
ICE Intercontinental Exchange Inc. 0.23% 221,938 $34.9M Reduce -0.8%
HWM Howmet Aerospace Inc. 0.23% 148,574 $34.2M Add +0.2%
HCA HCA Healthcare Inc. 0.22% 71,296 $33.7M Reduce -0.8%
MRVL Marvell Technology Inc. 0.22% 337,512 $33.4M Add +0.2%
MRSH Marsh & McLennan Cos 0.22% 190,777 $33.1M Reduce -0.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.22% 278,112 $33.0M Reduce -0.8%
REGN Regeneron Pharmaceuticals 0.21% 41,213 $31.8M No change

Show all 430 holdings

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -0.1% 3.15% −0.69
TSLA Tesla Inc. Reduce -0.1% 2.75% −0.35
LLY Eli Lilly & Co. Reduce -0.1% 1.89% −0.17
AVGO Broadcom Inc. Reduce -0.1% 3.53% −0.15
ORCL Oracle Corp. Reduce -0.1% 0.63% −0.15
APP AppLovin Corp. Class A Reduce -0.8% 0.23% −0.14
AMZN Amazon.com Inc. Reduce -0.1% 3.98% −0.14
V Visa Inc. Class A Reduce -0.3% 1.33% −0.11
NOW ServiceNow Inc. Reduce -0.8% 0.27% −0.10
BSX Boston Scientific Corp. Reduce -0.8% 0.24% −0.10
ADBE Adobe Inc. Reduce -0.7% 0.26% −0.09
QCOM Qualcomm Inc. Reduce -0.8% 0.36% −0.09
UNH Unitedhealth Group Inc. Reduce -0.1% 0.63% −0.09
ACN Accenture PLC Class A Reduce -0.8% 0.32% −0.09
IBM Intl Business Machines Corp. Reduce -0.2% 0.57% −0.08
COF Capital One Financial Corp. Reduce -0.8% 0.30% −0.07
MA Mastercard Inc. Class A Reduce -0.3% 1.04% −0.07
HOOD Robinhood Markets Inc. Class A Reduce -0.8% 0.13% −0.07
GOOG Alphabet Inc. Class C Reduce -0.1% 3.12% −0.06
WFC Wells Fargo & Co. Reduce -0.2% 0.66% −0.06
DASH DoorDash Inc. Class A Reduce -1.3% 0.14% −0.06
GOOGL Alphabet Inc. Class A Reduce -0.1% 3.69% −0.06
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 0.47% −0.05
SNOW Snowflake Inc. Reduce -1.5% 0.12% −0.05
DHR Danaher Corp. Reduce -0.8% 0.31% −0.04
ADP Automatic Data Processing Reduce -0.8% 0.21% −0.04
DOCU Docusign Inc. Sold out 0.00% −0.03
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.8% 0.25% −0.03
NTNX Nutanix Inc. Class A Sold out 0.00% −0.03
DT Dynatrace Inc. Sold out 0.00% −0.03
BKNG Booking Holdings Inc. Reduce -1.9% 0.14% −0.03
CVNA Carvana Co. Reduce -1.7% 0.10% −0.03
APO Apollo Global Management Inc. Reduce -1.6% 0.11% −0.03
BAH Booz Allen Hamilton Holdings Sold out 0.00% −0.02
PYPL PayPal Holdings Inc. Reduce -1.7% 0.11% −0.02
SJM The JM Smucker Co. Sold out 0.00% −0.02
BAX Baxter International Inc. Sold out 0.00% −0.02
WTRG Essential Utilities Inc. Sold out 0.00% −0.02
PGR Progressive Corp. Reduce -0.8% 0.29% −0.02
UBER Uber Technologies Inc. Reduce -0.8% 0.34% −0.02
ELV Elevance Health Inc. Reduce -1.4% 0.17% −0.02
ADSK Autodesk Inc. Reduce -1.6% 0.13% −0.02
AFG American Financial Group Inc. Sold out 0.00% −0.02
PANW Palo Alto Networks Inc. Reduce -0.8% 0.27% −0.02
CRH CRH PLC-Sponsored ADR Reduce -0.8% 0.18% −0.02
SNPS Synopsys Inc. Reduce -0.4% 0.19% −0.02
PAYC Paycom Software Inc. Sold out 0.00% −0.02
BDX Becton Dickinson and Co. Reduce -1.5% 0.11% −0.02
ROP Roper Technologies Inc. Reduce -1.9% 0.10% −0.02
MELI MercadoLibre Inc. Reduce -0.6% 0.20% −0.02

Portfolio Buys Q4 2025 → Q1 2026
GEV GE Vernova Inc. Add +0.2% 0.61% +0.19
INTC Intel Corp. Add +0.2% 0.49% +0.11
T AT&T Inc. Add +0.2% 0.53% +0.11
ADI Analog Devices Inc. Add +0.2% 0.40% +0.08
GILD Gilead Sciences Inc. Add +0.6% 0.45% +0.08
TXN Texas Instruments Inc. Add +0.2% 0.45% +0.08
MRVL Marvell Technology Inc. Add +0.2% 0.22% +0.04
HWM Howmet Aerospace Inc. Add +0.2% 0.23% +0.04
AEP American Electric Power Add +0.7% 0.18% +0.03
WM Waste Management Inc. Add +0.1% 0.24% +0.03
WPM Wheaton Precious Metals Corp. Add +0.8% 0.15% +0.03
CP Canadian Pacific Kansas City Add +0.4% 0.19% +0.02
MAR Marriott International Class A Add +0.1% 0.20% +0.02
WAT Waters Corp. Add +64.0% 0.07% +0.02
GRMN Garmin Ltd. Add +3.9% 0.09% +0.02
PCAR Paccar Inc. Add +0.6% 0.16% +0.02
TD Toronto-Dominion Bank Add +1.5% 0.25% +0.02
ORLY O'reilly Automotive Inc. Add +0.1% 0.20% +0.02
C Citigroup Inc. Add +0.8% 0.32% +0.02
ECL Ecolab Inc. Add +0.1% 0.17% +0.01
GS Goldman Sachs Group Inc. Add +0.4% 0.39% +0.01
PNC PNC Financial Services Group Add +0.1% 0.21% +0.01
TRV The Travelers Cos Inc. Add +0.7% 0.17% +0.01
SHW The Sherwin-Williams Co. Add +0.1% 0.20% +0.01
EMR Emerson Electric Co. Add +0.1% 0.19% +0.01
USB US Bancorp Add +0.1% 0.21% +0.01
CI The Cigna Group Add +0.1% 0.18% +0.01
SCHW Schwab (charles) Corp. Add +0.8% 0.42% +0.01
RY Royal Bank of Canada Add +0.8% 0.34% +0.01
APH Amphenol Corp. Class A Add +0.1% 0.39% +0.00
COR Cencora Inc. Add +0.7% 0.15% +0.00
MS Morgan Stanley Add +0.7% 0.30% +0.00
CNC Centene Corp. Add +2.1% 0.04% −0.01
JPM JPMorgan Chase & Co. Add +0.7% 1.24% −0.02
BAC Bank of America Corp. Add +0.8% 0.53% −0.02
DIS The Walt Disney Co. Add +0.3% 0.45% −0.04
SPGI S&P Global Inc. Add +0.3% 0.34% −0.05
AXP American Express Co. Add +0.7% 0.44% −0.06
ISRG Intuitive Surgical Inc. Add +0.6% 0.42% −0.06
ABT Abbott Laboratories Add +0.2% 0.46% −0.06
SHOP Shopify Inc. Class A Add +0.8% 0.37% −0.10
CRM Salesforce Inc. Add +0.6% 0.46% −0.15

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