PGGM Investments 13F Holdings · Q2 2026
PGGM Investments reported 59 securities worth $4.06B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.38%), GOOGL (4.78%), TMO (4.31%). Among its top 25 positions this quarter: 9 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION COM | $218.5M | 5.38% | 1.1M | Added |
| 2 | GOOGL | ALPHABET INC CAP STK CL A | $194.4M | 4.78% | 543,993 | Hold |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC COM | $175.3M | 4.31% | 349,737 | Added |
| 4 | LLY | ELI LILLY & CO COM | $158.1M | 3.89% | 131,807 | Hold |
| 5 | LIN | LINDE PLC SHS | $157.8M | 3.88% | 304,112 | Hold |
| 6 | MSFT | MICROSOFT CORP COM | $157.0M | 3.86% | 421,020 | Hold |
| 7 | AAPL | APPLE INC COM | $153.1M | 3.77% | 529,053 | Added |
| 8 | RUN | SUNRUN INC COM | $127.7M | 3.14% | 9.5M | Hold |
| 9 | ALB | ALBEMARLE CORP COM | $122.8M | 3.02% | 909,193 | Hold |
| 10 | HDB | HDFC BANK LTD SPONSORED ADS | $120.3M | 2.96% | 4.7M | Added |
| 11 | EQIX | EQUINIX INC COM | $116.8M | 2.87% | 112,020 | Trimmed |
| 12 | WELL | WELLTOWER INC COM | $102.1M | 2.51% | 449,807 | Trimmed |
| 13 | ILMN | ILLUMINA INC COM | $93.5M | 2.30% | 531,623 | Trimmed |
| 14 | AZN | ASTRAZENECA PLC ORD | $91.0M | 2.24% | 645,456 | Hold |
| 15 | ARGX | ARGENX SE SPONSORED ADR | $89.5M | 2.20% | 96,511 | Added |
| 16 | AVGO | BROADCOM INC COM | $89.0M | 2.19% | 235,723 | Hold |
| 17 | EXR | EXTRA SPACE STORAGE INC COM | $88.0M | 2.16% | 605,602 | Trimmed |
| 18 | IRM | IRON MTN INC DEL COM | $85.3M | 2.10% | 675,093 | Trimmed |
| 19 | ABT | ABBOTT LABORATORIES COM | $83.4M | 2.05% | 918,634 | Added |
| 20 | V | VISA INC COM CL A | $79.7M | 1.96% | 232,432 | Added |
| 21 | IQV | IQVIA HLDGS INC COM | $77.5M | 1.91% | 401,347 | Added |
| 22 | NEE | NEXTERA ENERGY INC COM | $76.5M | 1.88% | 871,243 | Trimmed |
| 23 | WCN | WASTE CONNECTIONS INC COM | $75.7M | 1.86% | 454,290 | Hold |
| 24 | SNPS | SYNOPSYS INC COM | $74.7M | 1.84% | 167,434 | Added |
| 25 | MDT | MEDTRONIC PLC SHS | $71.2M | 1.75% | 910,258 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR