Fund HoldingsPGGM Investments

Total Portfolio Value
$7.52M
Total Bought
$1.00M
Total Sold
$1.08M
Net Transaction
-$81.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
MEDTRONIC PLC SHS(MDT)01,243,301+1,243,3010991.32%+99
ALEXANDRIA REAL ESTATE EQ IN COM25,901958,857+932,9563941.24%+90
LINDE PLC SHS(LIN)0151,346+151,3460630.84%+63
APPLE INC COM(AAPL)1,060,2551,124,311+64,0562472823.74%+35
TESLA INC COM(TSLA)55,988112,312+56,32415450.60%+31
FMC CORP COM NEW(FMC)0521,835+521,8350250.34%+25
BERKSHIRE HATHAWAY INC DEL CL B NEW050,837+50,8370230.31%+23
AMAZON COM INC COM(AMZN)484,755515,189+30,434901131.50%+23
TRANE TECHNOLOGIES PLC SHS(TT)061,033+61,0330230.30%+23
NVIDIA CORPORATION COM(NVDA)01,873,064+1,873,06402523.34%+252
DIGITAL RLTY TR INC COM(DLR)320,360408,421+88,06152720.96%+21
BROADCOM INC COM(AVGO)107,718164,819+57,10119380.51%+20
KLA CORP COM NEW(KLAC)029,523+29,5230190.25%+19
CITIGROUP INC COM NEW(C)0261,561+261,5610180.24%+18
GE AEROSPACE COM NEW(GE)0104,805+104,8050170.23%+17
ALPHABET INC CAP STK CL A(GOOG)0793,264+793,26401502.00%+150
LAM RESEARCH CORP COM NEW ADDED(LRCX)0208,154+208,1540150.20%+15
AMERICAN INTL GROUP INC COM NEW0197,110+197,1100140.19%+14
PALANTIR TECHNOLOGIES INC CL A(PLTR)0190,416+190,4160140.19%+14
PENTAIR PLC SHS(PNR)0123,685+123,6850120.17%+12
EXPEDIA GROUP INC COM NEW(EXPE)066,595+66,5950120.17%+12
APTIV PLC COM SHS ADDED(APTV)0174,492+174,4920110.14%+11
TE CONNECTIVITY PLC ORD SHS(TEL)073,745+73,7450110.14%+11
ANNALY CAPITAL MANAGEMENT IN COM NEW0572,828+572,8280100.14%+10
SYNOPSYS INC COM(SNPS)022,122+22,1220110.14%+11
NETFLIX INC COM(NFLX)47,80648,726+92034430.58%+10
META PLATFORMS INC CL A(META)182,680194,458+11,7781051141.51%+9
ALLEGION PLC ORD SHS(ALLE)065,817+65,817090.11%+9
CORPAY INC COM SHS(CPAY)023,432+23,432080.11%+8
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
035,306+35,3060120.17%+12
SPOTIFY TECHNOLOGY S A SHS(SPOT)015,714+15,714070.09%+7
MORGAN STANLEY COM NEW(MS)055,026+55,026070.09%+7
AMDOCS LTD SHS(DOX)078,714+78,714070.09%+7
GARMIN LTD SHS(GRMN)030,766+30,766060.08%+6
PAYPAL HLDGS INC COM(PYPL)65,036132,772+67,7365110.15%+6
JOHNSON CTLS INTL PLC SHS
SHS
078,727+78,727060.08%+6
BOSTON SCIENTIFIC CORP COM(BSX)0192,025+192,0250170.23%+17
EQUINIX INC COM(EQIX)435,525416,165-19,3603873925.22%+6
APPLOVIN CORP COM CL A(APP)018,976+18,976060.08%+6
WILLIS TOWERS WATSON PLC LTD SHS(WTW)018,080+18,080060.08%+6
VERALTO CORP COM SHS(VLTO)055,591+55,591060.08%+6
STATE STR CORP COM(STT)074,964+74,964070.10%+7
JPMORGAN CHASE CO. COM(JPM)290,167277,042-13,12561660.88%+5
US BANCORP DEL COM NEW(USB)0104,344+104,344050.07%+5
VERTIV HOLDINGS CO COM CL A(VRT)043,808+43,808050.07%+5
RESMED INC COM(RMD)023,613+23,613050.07%+5
DOCUSIGN INC COM(DOCU)0102,885+102,885090.12%+9
REGIONS FINANCIAL CORP NEW COM(RF)0223,107+223,107050.07%+5
ADVANCED DRAIN SYS INC DEL COM(WMS)0150,261+150,2610170.23%+17
LABCORP HOLDINGS INC COM SHS(LH)019,777+19,777050.06%+5
GILEAD SCIENCES INC COM(GILD)048,523+48,523040.06%+4
ORACLE CORP COM(ORCL)026,452+26,452040.06%+4
UDR INC COM(UDR)03,163,812+3,163,81201371.83%+137
BLACKROCK INC COM ADDED(BLK)04,095+4,095040.06%+4
BANK AMERICA CORP COM644,748676,282+31,53426300.40%+4
GODADDY INC CL A(GDDY)101,851101,851016200.27%+4
NISOURCE INC COM(NI)0117,048+117,048040.06%+4
SIMON PPTY GROUP INC NEW COM(SPG)1,238,1231,238,12302092132.84%+4
MASTERCARD INCORPORATED CL A(MA)115,475115,475057610.81%+4
TRUIST FINL CORP COM(TFC)090,017+90,017040.05%+4
PNC FINL SVCS GROUP INC COM(PNC)20,42838,573+18,145470.10%+4
ZOETIS INC CL A(ZTS)058,528+58,5280100.13%+10
GOLDMAN SACHS GROUP INC COM(GS)33,64235,217+1,57517200.27%+4
AUTOMATIC DATA PROCESSING IN COM050,876+50,8760150.20%+15
NORTHERN TR CORP COM(NTRS)031,507+31,507030.04%+3
TJX COS INC NEW COM(TJX)0185,997+185,9970220.30%+22
REGENCY CTRS CORP COM(REG)1,765,7201,767,047+1,3271281311.74%+3
WABTEC COM(WAB)065,935+65,9350130.17%+13
SALESFORCE INC COM(CRM)043,111+43,1110140.19%+14
SYNCHRONY FINANCIAL COM(SYF)0203,704+203,7040130.18%+13
FORTINET INC COM(FTNT)136,423142,775+6,35211130.18%+3
ARISTA NETWORKS INC COM SHS ADDED(ANET)024,777+24,777030.04%+3
UNITED AIRLS HLDGS INC COM(UAL)028,162+28,162030.04%+3
CITIZENS FINL GROUP INC COM(CFG)0135,655+135,655060.08%+6
FIFTH THIRD BANCORP COM(FITB)0172,150+172,150070.10%+7
UBER TECHNOLOGIES INC COM(UBER)047,205+47,205030.04%+3
AMERICAN EXPRESS CO COM(AXP)86,76687,571+80524260.35%+2
THE TRADE DESK INC COM CL A(TTD)037,333+37,333040.06%+4
FOX CORP CL A COM(FOX)0134,706+134,706070.09%+7
GEN DIGITAL INC COM(GEN)0150,159+150,159040.05%+4
DELTA AIR LINES INC DEL COM NEW(DAL)038,664+38,664020.03%+2
SNAP ON INC COM(SNA)046,360+46,3600160.21%+16
PUBLIC SVC ENTERPRISE GRP IN COM(PEG)032,699+32,699030.04%+3
TWILIO INC CL A(TWLO)030,114+30,114030.04%+3
DOMINION ENERGY INC COM(D)039,470+39,470020.03%+2
AMERIPRISE FINL INC COM(AMP)032,237+32,2370170.23%+17
FISERV INC COM(FISV)71,64272,222+58013150.20%+2
INTERCONTINENTAL EXCHANGE IN COM(ICE)020,331+20,331030.04%+3
HOWMET AEROSPACE INC COM(HWM)0110,161+110,1610120.16%+12
ABBOTT LABS COM658,510679,985+21,47575771.02%+2
HOME DEPOT INC COM(HD)033,241+33,2410130.17%+13
FIDELITY NATL INFORMATION SV COM(FIS)144,391171,659+27,26812140.18%+2
AMERICAN HOMES 4 RENT CL A(AMH)990,6481,062,538+71,89038400.53%+2
EBAY INC. COM(EBAY)0103,635+103,635060.09%+6
MOODYS CORP COM(MCO)07,132+7,132030.04%+3
ELECTRONIC ARTS INC COM(EA)053,654+53,654080.10%+8
BANK NEW YORK MELLON CORP COM0200,252+200,2520150.20%+15
LYONDELLBASELL INDUSTRIES N SHS - A -
SHS - A -
019,947+19,947010.02%+1
ILLUMINA INC COM(ILMN)457,423457,423060610.81%+1
DOORDASH INC CL A(DASH)017,197+17,197030.04%+3
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