Fund Holdings

ABN AMRO Bank N.V.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
VEEVA SYS INC CL A(VEEV)0830,644+830,6440246,624,6912.43%+246,624,691
HOME DEPOT INC(HD)24,989631,551+606,5629,216,789254,943,2662.51%+245,726,477
NVIDIA CORPORATION(NVDA)4,569,7475,225,498+655,751726,523,786969,927,4619.54%+243,403,675
SERVICENOW INC(NOW)3,828147,940+144,1123,952,237135,678,7721.33%+131,726,535
MICROSOFT CORP(MSFT)1,395,3741,606,702+211,328698,471,192828,900,5008.15%+130,429,308
APPLE INC(AAPL)391,104716,882+325,77880,731,016181,885,4331.79%+101,154,417
BROADCOM INC(AVGO)597,146754,111+156,965165,623,880247,621,0732.44%+81,997,193
AMAZON COM INC(AMZN)487,661861,826+374,165107,643,458189,304,9511.86%+81,661,493
ALPHABET INC(GOOG)298,351544,969+246,61852,868,110132,184,8811.30%+79,316,771
JPMORGAN CHASE & CO.(JPM)405,578612,033+206,455118,283,258192,440,4791.89%+74,157,221
MONSTER BEVERAGE CORP NEW(MNST)0881,956+881,956059,169,5010.58%+59,169,501
STRYKER CORPORATION(SYK)480,154673,936+193,782191,046,895248,203,3232.44%+57,156,428
GE VERNOVA INC(GEV)3,20092,602+89,4021,704,26556,600,3800.56%+54,896,115
LINDE PLC(LIN)397,012502,477+105,465187,358,622237,948,3182.34%+50,589,696
META PLATFORMS INC(META)10,43374,752+64,3197,734,30655,135,7290.54%+47,401,423
TJX COS INC NEW(TJX)1,970,8072,005,917+35,110244,686,562289,023,9542.84%+44,337,392
CUMMINS INC(CMI)0105,288+105,288044,027,8940.43%+44,027,894
WASTE MGMT INC DEL(WM)972198,029+197,057223,35943,363,4120.43%+43,140,053
ABBVIE INC(ABBV)923,988933,075+9,087172,555,753215,205,6962.12%+42,649,943
MORGAN STANLEY(MS)44,329296,764+252,4356,284,64147,483,6880.47%+41,199,047
VISA INC(V)888,4791,048,831+160,352317,270,858356,737,4473.51%+39,466,589
CADENCE DESIGN SYSTEM INC(CDNS)0111,495+111,495038,757,7360.38%+38,757,736
ABBOTT LABS0279,827+279,827037,142,3950.37%+37,142,395
BERKSHIRE HATHAWAY INC DEL46,186111,986+65,80022,558,98655,901,9710.55%+33,342,985
XYLEM INC(XYL)1,600,1041,637,096+36,992208,226,133240,511,2902.37%+32,285,157
COCA COLA CO(KO)106,863604,445+497,5827,605,13139,828,0710.39%+32,222,940
INTUITIVE SURGICAL INC36,472117,713+81,24119,942,71052,002,0420.51%+32,059,332
CRH PLC589,959719,926+129,96754,551,82585,608,5540.84%+31,056,729
CHENIERE ENERGY INC(LNG)2,080131,988+129,908506,91030,965,9300.30%+30,459,020
ALPHABET INC(GOOG)370,122396,420+26,29866,039,67396,232,8110.95%+30,193,138
FORTINET INC(FTNT)0308,149+308,149025,977,1780.26%+25,977,178
ZOETIS INC(ZTS)319,715522,231+202,51650,124,71275,558,8430.74%+25,434,131
QUANTA SVCS INC33,48288,669+55,18712,742,41736,567,1290.36%+23,824,712
SPOTIFY TECHNOLOGY S A(SPOT)029,371+29,371020,604,0020.20%+20,604,002
VERALTO CORP(VLTO)0180,384+180,384019,150,0460.19%+19,150,046
BANK AMERICA CORP4,255,5754,300,645+45,070202,439,326221,072,8332.17%+18,633,507
WELLTOWER INC(WELL)0104,367+104,367018,509,9260.18%+18,509,926
UBS GROUP AG(UBS)1,571,5641,766,328+194,76453,267,94871,763,2910.71%+18,495,343
ROSS STORES INC(ROST)535,018557,130+22,11268,663,97184,614,2190.83%+15,950,248
S&P GLOBAL INC(SPGI)585,279670,551+85,272310,348,274325,464,7933.20%+15,116,519
NETFLIX INC(NFLX)227,381268,367+40,986306,278,811320,890,9463.16%+14,612,135
BLACKROCK INC(BLK)91,35394,998+3,64596,392,945110,387,5621.09%+13,994,617
CITIGROUP INC(C)3,217139,412+136,195275,15314,180,3010.14%+13,905,148
ARRAY TECHNOLOGIES INC COM(ARRY)01,680,536+1,680,536013,654,0480.13%+13,654,048
SYNOPSYS INC(SNPS)3,73429,069+25,3351,922,49314,200,6390.14%+12,278,146
NASDAQ INC(NDAQ)0133,155+133,155011,750,1450.12%+11,750,145
UBER TECHNOLOGIES INC(UBER)1,020,8101,100,218+79,40895,774,011107,416,9561.06%+11,642,945
SALESFORCE INC(CRM)33,12486,622+53,4989,085,35420,594,1400.20%+11,508,786
TAIWAN SEMICONDUCTOR MFG LTD(TSM)130,419146,369+15,95029,713,04640,723,0660.40%+11,010,020
MERCK & CO INC(MRK)1,881,0701,919,002+37,932149,767,700160,533,9951.58%+10,766,295
KRAFT HEINZ CO(KHC)8,000411,652+403,652207,96610,634,3570.10%+10,426,391
FIRST SOLAR INC(FSLR)184,223185,311+1,08830,676,93440,715,4880.40%+10,038,554
COSTCO WHSL CORP NEW(COST)98,079116,688+18,60997,656,059107,584,0881.06%+9,928,029
KLA CORP(KLAC)34,56037,890+3,33031,149,57740,707,1300.40%+9,557,553
EXXON MOBIL CORP33,552103,783+70,2313,633,97011,721,3410.12%+8,087,371
VENTAS INC(VTR)0114,580+114,58007,957,6350.08%+7,957,635
TE CONNECTIVITY PLC ORD(TEL)034,643+34,64307,573,9320.07%+7,573,932
JOHNSON & JOHNSON(JNJ)2,40542,679+40,274368,9717,797,2590.08%+7,428,288
DANAHER CORPORATION(DHR)037,877+37,87707,266,4570.07%+7,266,457
MOTOROLA SOLUTIONS INC(MSI)123,574130,230+6,65652,209,45859,374,9330.58%+7,165,475
CISCO SYS INC(CSCO)78,085176,715+98,6305,451,38612,018,0670.12%+6,566,681
AUTOLIV INC(ALV)256,715284,217+27,50228,888,89934,974,1390.34%+6,085,240
PALO ALTO NETWORKS INC(PANW)1,656,0001,709,588+53,588340,883,406346,850,1673.41%+5,966,761
DATADOG INC CL A(DDOG)040,337+40,33705,721,2250.06%+5,721,225
METLIFE INC(MET)2,209,2202,246,170+36,950178,668,713184,358,9541.81%+5,690,241
TESLA INC(TSLA)012,638+12,63805,601,9580.06%+5,601,958
INTERNATIONAL BUSINESS MACHS(IBM)019,578+19,57805,477,5170.05%+5,477,517
MASTERCARD INCORPORATED(MA)50,59959,946+9,34728,614,47733,994,2200.33%+5,379,743
GILEAD SCIENCES INC(GILD)046,091+46,09105,138,3240.05%+5,138,324
CENCORA INC016,364+16,36405,089,9640.05%+5,089,964
GRAND CANYON ED INC(LOPE)178,411177,643-76833,910,40838,892,4750.38%+4,982,067
WELLS FARGO CO NEW(WFC)057,687+57,68704,836,7280.05%+4,836,728
INTEL CORP(INTC)0142,533+142,53304,776,2130.05%+4,776,213
RTX CORPORATION(RTX)025,828+25,82804,289,0790.04%+4,289,079
ORACLE CORP(ORCL)6,96320,313+13,3501,528,7995,707,1460.06%+4,178,347
BOOKING HOLDINGS INC(BKNG)1,1571,995+8386,737,86410,743,9520.11%+4,006,088
NEWMONT CORP(NEM)045,828+45,82803,858,4440.04%+3,858,444
DELL TECHNOLOGIES INC(DELL)027,445+27,44503,826,7490.04%+3,826,749
DEUTSCHE BANK A G16,702121,824+105,122496,0594,268,6280.04%+3,772,569
PALANTIR TECHNOLOGIES INC(PLTR)20,00035,849+15,8492,745,0106,513,4820.06%+3,768,472
FERRARI N V11,85419,489+7,6355,820,2769,385,4190.09%+3,565,143
ANALOG DEVICES INC(ADI)013,399+13,39903,274,6920.03%+3,274,692
ADVANCED DRAIN SYS INC DEL(WMS)124,654126,612+1,95814,400,69317,516,5100.17%+3,115,817
APPLIED MATLS INC82,90089,272+6,37215,266,72818,207,6830.18%+2,940,955
APPLOVIN CORP(APP)1,7184,896+3,178603,9973,505,7590.03%+2,901,762
BOSTON SCIENTIFIC CORP(BSX)48,78182,199+33,4185,263,5867,978,7540.08%+2,715,168
PAYPAL HLDGS INC(PYPL)030,862+30,86202,066,0430.02%+2,066,043
CROWDSTRIKE HLDGS INC(CRWD)04,151+4,15102,023,0020.02%+2,023,002
SOUTHERN CO(SO)020,965+20,96501,972,2060.02%+1,972,206
WALMART INC(WMT)7,50025,675+18,175738,3652,636,9390.03%+1,898,574
ADVANCED MICRO DEVICES INC(AMD)1,70212,841+11,139242,7632,069,8200.02%+1,827,057
CHECK POINT SOFTWARE TECH LT08,830+8,83001,810,8680.02%+1,810,868
ECOLAB INC(ECL)104,358109,817+5,45928,296,32729,966,4040.29%+1,670,077
MCDONALDS CORP(MCD)37,87142,167+4,29611,136,02412,769,8730.13%+1,633,849
CATERPILLAR INC(CAT)3,3726,105+2,7331,314,6152,903,2500.03%+1,588,635
LAM RESEARCH CORP(LRCX)12,32420,282+7,9581,202,4652,697,6200.03%+1,495,155
QUALCOMM INC(QCOM)8,12116,855+8,7341,299,1952,792,6920.03%+1,493,497
AUTODESK INC77,95281,359+3,40724,275,17425,754,8170.25%+1,479,643
T-MOBILE US INC(TMUS)06,141+6,14101,465,2170.01%+1,465,217
GOLDMAN SACHS GROUP INC(GS)01,765+1,76501,400,9490.01%+1,400,949
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