Holders — by stockHoldings — by fund
PGGM Investments
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001472190
$4.1M
disclosed book value
59
positions
5.4%
largest position share
Positions, as of 2026-06-30
top 59 of 59 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION COM | 1.1M | $218,517 | 5.4% |
| 2 | GOOGLALPHABET INC CAP STK CL A | 543,993 | $194,407 | 4.8% |
| 3 | TMOTHERMO FISHER SCIENTIFIC INC COM | 349,737 | $175,344 | 4.3% |
| 4 | LLYELI LILLY & CO COM | 131,807 | $158,093 | 3.9% |
| 5 | LINDE PLC SHS | 304,112 | $157,816 | 3.9% |
| 6 | MSFTMICROSOFT CORP COM | 421,020 | $157,049 | 3.9% |
| 7 | AAPLAPPLE INC COM | 529,053 | $153,087 | 3.8% |
| 8 | RUNSUNRUN INC COM | 9.5M | $127,738 | 3.1% |
| 9 | ALBALBEMARLE CORP COM | 909,193 | $122,768 | 3% |
| 10 | HDBHDFC BANK LTD SPONSORED ADS | 4.7M | $120,306 | 3% |
| 11 | EQIXEQUINIX INC COM | 112,020 | $116,769 | 2.9% |
| 12 | WELLWELLTOWER INC COM | 449,807 | $102,093 | 2.5% |
| 13 | ILMNILLUMINA INC COM | 531,623 | $93,475 | 2.3% |
| 14 | ASTRAZENECA PLC ORD | 645,456 | $91,009 | 2.2% |
| 15 | ARGXARGENX SE SPONSORED ADR | 96,511 | $89,540 | 2.2% |
| 16 | AVGOBROADCOM INC COM | 235,723 | $89,044 | 2.2% |
| 17 | EXREXTRA SPACE STORAGE INC COM | 605,602 | $87,994 | 2.2% |
| 18 | IRMIRON MTN INC DEL COM | 675,093 | $85,271 | 2.1% |
| 19 | ABTABBOTT LABORATORIES COM | 918,634 | $83,357 | 2.1% |
| 20 | VVISA INC COM CL A | 232,432 | $79,745 | 2% |
| 21 | IQVIQVIA HLDGS INC COM | 401,347 | $77,548 | 1.9% |
| 22 | NEENEXTERA ENERGY INC COM | 871,243 | $76,469 | 1.9% |
| 23 | WCNWASTE CONNECTIONS INC COM | 454,290 | $75,726 | 1.9% |
| 24 | SNPSSYNOPSYS INC COM | 167,434 | $74,687 | 1.8% |
| 25 | MEDTRONIC PLC SHS | 910,258 | $71,209 | 1.8% |
| 26 | CDNSCADENCE DESIGN SYSTEM INC COM | 171,149 | $64,236 | 1.6% |
| 27 | VLTOVERALTO CORP COM SHS | 701,938 | $62,248 | 1.5% |
| 28 | ADMARCHER DANIELS MIDLAND CO COM | 766,629 | $58,570 | 1.4% |
| 29 | REGNREGENERON PHARMACEUTICALS COM | 92,584 | $57,730 | 1.4% |
| 30 | HRHEALTHCARE RLTY TR CL A COM | 2.8M | $55,644 | 1.4% |
| 31 | TTEKTETRA TECH INC NEW COM | 1.9M | $54,166 | 1.3% |
| 32 | DOCHEALTHPEAK PROPERTIES INC COM | 2.5M | $53,170 | 1.3% |
| 33 | SPGSIMON PPTY GROUP INC NEW COM | 234,295 | $52,400 | 1.3% |
| 34 | COLDAMERICOLD REALTY TRUST INC COM | 3.3M | $52,094 | 1.3% |
| 35 | PGPROCTER & GAMBLE CO COM | 336,355 | $49,323 | 1.2% |
| 36 | ELSEQUITY LIFESTYLE PROPERTIES COM | 749,867 | $48,329 | 1.2% |
| 37 | AMHAMERICAN HOMES 4 RENT CL A | 1.4M | $48,237 | 1.2% |
| 38 | CTVACORTEVA INC COM | 524,475 | $44,418 | 1.1% |
| 39 | MACMACERICH CO COM | 1.7M | $41,789 | 1% |
| 40 | ROPROPER TECHNOLOGIES INC COM | 120,496 | $40,775 | 1% |
| 41 | PLDPROLOGIS INC. COM | 287,280 | $38,918 | 1% |
| 42 | MKCMCCORMICK & CO INC COM NON VTG | 746,607 | $37,644 | 0.9% |
| 43 | VTRVENTAS INC COM | 393,021 | $34,900 | 0.9% |
| 44 | AREALEXANDRIA REAL ESTATE EQ IN COM | 636,465 | $33,637 | 0.8% |
| 45 | CNMCORE & MAIN INC CL A | 674,767 | $32,558 | 0.8% |
| 46 | RHPRYMAN HOSPITALITY PPTYS INC COM | 241,645 | $31,063 | 0.8% |
| 47 | INVHINVITATION HOMES INC COM | 1.0M | $30,630 | 0.8% |
| 48 | WMSADVANCED DRAIN SYS INC DEL COM | 190,291 | $29,868 | 0.7% |
| 49 | ISRGINTUITIVE SURGICAL INC COM NEW | 62,273 | $24,765 | 0.6% |
| 50 | DLRDIGITAL RLTY TR INC COM | 133,769 | $24,022 | 0.6% |
| 51 | APTIV PLC COM SHS | 357,100 | $21,919 | 0.5% |
| 52 | PSAPUBLIC STORAGE COM | 41,859 | $13,324 | 0.3% |
| 53 | CUBECUBESMART COM | 290,595 | $11,557 | 0.3% |
| 54 | UBERUBER TECHNOLOGIES INC COM | 144,418 | $10,421 | 0.3% |
| 55 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 76,064 | $9,389 | 0.2% |
| 56 | HSTHOST HOTELS & RESORTS INC COM | 378,473 | $8,974 | 0.2% |
| 57 | BRXBRIXMOR PPTY GROUP INC COM | 174,752 | $5,510 | 0.1% |
| 58 | KRCKILROY REALTY CORP COM | 79,140 | $2,965 | 0.1% |
| 59 | EPRTESSENTIAL PPTYS RLTY TR INC COM | 11,005 | $328 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.