PGGM Investments Q1 2025 Filing

Filed May 12, 2025

Portfolio Value

$7.4B

Holdings

347

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (347 positions)

StockValue
AZOAUTOZONE INC COM
$15.1M
MTDMETTLER TOLEDO INTERNATIONAL COM
$14.9M
ORLYOREILLY AUTOMOTIVE INC COM
$14.8M
HWMHOWMET AEROSPACE INC COM
$14.7M
TTEKTETRA TECH INC NEW COM
$14.3M
KLACKLA CORP COM NEW
$14.2M
CTRECARETRUST REIT INC COM
$14.1M
PHPARKER-HANNIFIN CORP COM
$13.9M
LLYELI LILLY CO COM
$13.8M
GILDGILEAD SCIENCES INC COM
$13.8M
CLCOLGATE PALMOLIVE CO COM
$13.4M
MASMASCO CORP COM
$13.3M
CAHCARDINAL HEALTH INC COM
$13.2M
AMATAPPLIED MATLS INC COM
$13.1M
FISFIDELITY NATL INFORMATION SV COM
$12.8M
ABBVABBVIE INC COM
$12.8M
DOVDOVER CORP COM
$12.7M
LOWLOWES COS INC COM
$12.6M
BMYBRISTOL-MYERS SQUIBB CO COM
$12.4M
CITHE CIGNA GROUP COM
$12.2M
WABWABTEC COM
$12.0M
HCAHCA HEALTHCARE INC COM
$11.9M
EXPDEXPEDITORS INTL WASH INC COM
$11.9M
PHMPULTE GROUP INC COM
$11.7M
HIGHARTFORD INSURANCE GROUP INC COM
$11.6M
CRMSALESFORCE INC COM
$11.6M
ACNACCENTURE PLC IRELAND SHS CLASS A
$11.4M
FOXAFOX CORP CL A COM
$11.3M
EXPEEXPEDIA GROUP INC COM NEW
$11.2M
PYPLPAYPAL HLDGS INC COM
$10.9M
SEDGSOLAREDGE TECHNOLOGIES INC COM
$10.9M
SYFSYNCHRONY FINANCIAL COM
$10.8M
ACGLARCH CAP GROUP LTD ORD
$10.5M
APHAMPHENOL CORP NEW CL A
$10.5M
URIUNITED RENTALS INC COM
$10.5M
TELTE CONNECTIVITY PLC ORD SHS
$10.4M
APTVAPTIV PLC COM SHS
$10.4M
ECLECOLAB INC COM
$10.3M
VRSKVERISK ANALYTICS INC COM
$10.3M
MKLMARKEL GROUP INC COM
$10.2M
DWDMORGAN STANLEY COM NEW
$10.1M
DOCUDOCUSIGN INC COM
$9.9M
RUNSUNRUN INC COM
$9.9M
NLYANNALY CAPITAL MANAGEMENT IN COM NEW
$9.8M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO CL A
$9.8M
TRVTRAVELERS COMPANIES INC COM
$9.8M
WCNWASTE CONNECTIONS INC COM
$9.7M
ZTSZOETIS INC CL A
$9.6M
DISDISNEY WALT CO COM
$9.3M
ABGCENCORA INC COM
$9.3M
LRCXLAM RESEARCH CORP COM NEW
$9.3M
ALLEALLEGION PLC ORD SHS
$9.2M
APPAPPLOVIN CORP COM CL A
$9.0M
SHWSHERWIN WILLIAMS CO COM
$8.7M
STTSTATE STR CORP COM
$8.6M
ATOATMOS ENERGY CORP COM
$8.4M
YUMYUM BRANDS INC COM
$8.4M
CPAYCORPAY INC COM SHS
$8.2M
JCIJOHNSON CTLS INTL PLC SHS
$8.1M
FLEXFLEX LTD ORD
$8.0M
ADBEADOBE INC COM
$7.9M
EAELECTRONIC ARTS INC COM
$7.8M
TMUST-MOBILE US INC COM
$7.6M
PNCPNC FINL SVCS GROUP INC COM
$7.5M
COFCAPITAL ONE FINL CORP COM
$7.5M
PRUPRUDENTIAL FINL INC COM
$7.3M
EQHEQUITABLE HLDGS INC COM
$7.3M
DOXAMDOCS LTD SHS
$7.2M
USBUS BANCORP DEL COM NEW
$7.2M
METMETLIFE INC COM
$7.1M
EBAEBAY INC. COM
$7.0M
BLDRBUILDERS FIRSTSOURCE INC COM
$7.0M
FITBFIFTH THIRD BANCORP COM
$6.8M
MRKMERCK CO INC COM
$6.8M
GRMNGARMIN LTD SHS
$6.7M
TWLOTWILIO INC CL A
$6.6M
IEXIDEX CORP COM
$6.5M
SPOTSPOTIFY TECHNOLOGY S A SHS
$6.3M
CMICUMMINS INC COM
$6.2M
WTWWILLIS TOWERS WATSON PLC LTD SHS
$6.1M
STLDSTEEL DYNAMICS INC COM
$6.1M
AVYAVERY DENNISON CORP COM
$6.0M
NINISOURCE INC COM
$5.9M
LENLENNAR CORP CL A
$5.9M
WRBBERKLEY W R CORP COM
$5.8M
FERGFERGUSON ENTERPRISES INC
$5.8M
HEIHEICO CORP NEW COM
$5.8M
HLTHILTON WORLDWIDE HLDGS INC COM
$5.7M
HOLXHOLOGIC INC COM
$5.7M
AG8AGILENT TECHNOLOGIES INC COM
$5.7M
GENGEN DIGITAL INC COM
$5.7M
CFGCITIZENS FINL GROUP INC COM
$5.7M
DFSEURDISCOVER FINL SVCS COM
$5.5M
TFCTRUIST FINL CORP COM
$5.5M
VLTOVERALTO CORP COM SHS
$5.4M
RMERESMED INC COM
$5.3M
DHID R HORTON INC COM
$5.3M
NTAPNETAPP INC COM
$5.3M
ROSTROSS STORES INC COM
$5.2M
RFREGIONS FINANCIAL CORP NEW COM
$5.1M
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