PGGM Investments Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$7.5B

Holdings

345

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (345 positions)

#StockSharesValue% PortfolioType
101
DOVDOVER CORP COM
72,346$13.6M0.18%
102
FTNTFORTINET INC COM
142,775$13.5M0.18%
103
SYFSYNCHRONY FINANCIAL COM
203,704$13.2M0.18%
104
APHAMPHENOL CORP NEW CL A
188,896$13.1M0.17%
105
CLCOLGATE PALMOLIVE CO COM
143,107$13.0M0.17%
106
HDHOME DEPOT INC COM
33,241$12.9M0.17%
107
LOWLOWES COS INC COM
52,316$12.9M0.17%
108
AZOAUTOZONE INC COM
3,963$12.7M0.17%
109
PHMPULTE GROUP INC COM
116,445$12.7M0.17%
110
WABWABTEC COM
65,935$12.5M0.17%
111
PNRPENTAIR PLC SHS
123,685$12.4M0.17%
112
ACNACCENTURE PLC IRELAND SHS CLASS A
35,306$12.4M0.17%
113
EXPEEXPEDIA GROUP INC COM NEW
66,595$12.4M0.17%
114
ORLYOREILLY AUTOMOTIVE INC COM
10,349$12.3M0.16%
115
HWMHOWMET AEROSPACE INC COM
110,161$12.0M0.16%
116
URIUNITED RENTALS INC COM
16,748$11.8M0.16%
117
ADCAGREE RLTY CORP COM
164,648$11.6M0.15%
118
ABBVABBVIE INC COM
64,984$11.5M0.15%
119
PYPLPAYPAL HLDGS INC COM
132,772$11.3M0.15%
120
ACGLARCH CAP GROUP LTD ORD
121,372$11.2M0.15%
121
AWCAMERICAN WTR WKS CO INC NEW COM
89,950$11.2M0.15%
122
TAT T INC COM
489,778$11.2M0.15%
123
EXPDEXPEDITORS INTL WASH INC COM
98,635$10.9M0.15%
124
HCAHCA HEALTHCARE INC COM
35,907$10.8M0.14%
125
SNPSSYNOPSYS INC COM
22,122$10.7M0.14%
126
APTVAPTIV PLC COM SHS ADDED
174,492$10.6M0.14%
127
TELTE CONNECTIVITY PLC ORD SHS
73,745$10.5M0.14%
128
NLYANNALY CAPITAL MANAGEMENT IN COM NEW
572,828$10.5M0.14%
129
LLYELI LILLY CO COM
13,403$10.3M0.14%
130
CITHE CIGNA GROUP COM
37,192$10.3M0.14%
131
HIGHARTFORD FINL SVCS GROUP INC COM
93,731$10.3M0.14%
132
CTSHCOGNIZANT TECHNOLOGY SOLUTIO CL A
128,303$9.9M0.13%
133
NEENEXTERA ENERGY INC COM
135,945$9.7M0.13%
134
ECLECOLAB INC COM
40,721$9.5M0.13%
135
ZTSZOETIS INC CL A
58,528$9.5M0.13%
136
YUMYUM BRANDS INC COM
70,867$9.5M0.13%
137
VRSKVERISK ANALYTICS INC COM
34,407$9.5M0.13%
138
RUNSUNRUN INC COM
1,021,290$9.4M0.13%
139
MKLMARKEL GROUP INC COM
5,472$9.4M0.13%
140
FLEXFLEX LTD ORD
242,418$9.3M0.12%
141
DOCUDOCUSIGN INC COM
102,885$9.3M0.12%
142
SEDGSOLAREDGE TECHNOLOGIES INC COM
671,082$9.1M0.12%
143
TRVTRAVELERS COMPANIES INC COM
36,901$8.9M0.12%
144
ADBEADOBE INC COM
19,467$8.7M0.12%
145
ALLEALLEGION PLC ORD SHS
65,817$8.6M0.11%
146
SHWSHERWIN WILLIAMS CO COM
24,774$8.4M0.11%
147
LENLENNAR CORP CL A
59,221$8.1M0.11%
148
BLDRBUILDERS FIRSTSOURCE INC COM
55,732$8.0M0.11%
149
CPAYCORPAY INC COM SHS
23,432$7.9M0.11%
150
EAELECTRONIC ARTS INC COM
53,654$7.8M0.10%
151
PRUPRUDENTIAL FINL INC COM
65,284$7.7M0.10%
152
DHRDANAHER CORPORATION COM
33,061$7.6M0.10%
153
MRKMERCK CO INC COM
75,380$7.5M0.10%
154
VSTVISTRA CORP COM
54,349$7.5M0.10%
155
IEXIDEX CORP COM
35,792$7.5M0.10%
156
ATOATMOS ENERGY CORP COM
53,719$7.5M0.10%
157
PNCPNC FINL SVCS GROUP INC COM
38,573$7.4M0.10%
158
COFCAPITAL ONE FINL CORP COM
41,572$7.4M0.10%
159
STTSTATE STR CORP COM
74,964$7.4M0.10%
160
FITBFIFTH THIRD BANCORP COM
172,150$7.3M0.10%
161
METMETLIFE INC COM
88,265$7.2M0.10%
162
STLDSTEEL DYNAMICS INC COM
62,225$7.1M0.09%
163
SPOTSPOTIFY TECHNOLOGY S A SHS
15,714$7.0M0.09%
164
NTAPNETAPP INC COM
60,133$7.0M0.09%
165
AG8AGILENT TECHNOLOGIES INC COM
51,634$6.9M0.09%
166
DWDMORGAN STANLEY COM NEW
55,026$6.9M0.09%
167
HOLXHOLOGIC INC COM
93,417$6.7M0.09%
168
SFMSPROUTS FMRS MKT INC COM
52,953$6.7M0.09%
169
DOXAMDOCS LTD SHS
78,714$6.7M0.09%
170
EQHEQUITABLE HLDGS INC COM
139,736$6.6M0.09%
171
FOXAFOX CORP CL A COM
134,706$6.5M0.09%
172
FERGFERGUSON ENTERPRISES INC
37,226$6.5M0.09%
173
EBAEBAY INC. COM
103,635$6.4M0.09%
174
GRMNGARMIN LTD SHS
30,766$6.3M0.08%
175
TTEKTETRA TECH INC NEW COM
158,860$6.3M0.08%
176
AVYAVERY DENNISON CORP COM
33,787$6.3M0.08%
177
HLTHILTON WORLDWIDE HLDGS INC COM
25,205$6.2M0.08%
178
JCIJOHNSON CTLS INTL PLC SHS
78,727$6.2M0.08%
179
CMICUMMINS INC COM
17,825$6.2M0.08%
180
DHID R HORTON INC COM
44,172$6.2M0.08%
181
APPAPPLOVIN CORP COM CL A
18,976$6.1M0.08%
182
ROSTROSS STORES INC COM
40,607$6.1M0.08%
183
CFGCITIZENS FINL GROUP INC COM
135,655$5.9M0.08%
184
WTWWILLIS TOWERS WATSON PLC LTD SHS
18,080$5.7M0.08%
185
VLTOVERALTO CORP COM SHS
55,591$5.7M0.08%
186
DFSEURDISCOVER FINL SVCS COM
32,110$5.6M0.07%
187
TMUST-MOBILE US INC COM
25,059$5.5M0.07%
188
RMERESMED INC COM
23,613$5.4M0.07%
189
PCARPACCAR INC COM
51,643$5.4M0.07%
190
WATWATERS CORP COM
14,211$5.3M0.07%
191
RFREGIONS FINANCIAL CORP NEW COM
223,107$5.2M0.07%
192
BMYBRISTOL-MYERS SQUIBB CO COM
91,111$5.2M0.07%
193
HEIHEICO CORP NEW COM
21,619$5.1M0.07%
194
USBUS BANCORP DEL COM NEW
104,344$5.0M0.07%
195
VRTVERTIV HOLDINGS CO COM CL A
43,808$5.0M0.07%
196
WRBBERKLEY W R CORP COM
82,195$4.8M0.06%
197
DRIDARDEN RESTAURANTS INC COM
25,698$4.8M0.06%
198
REEVEREST GROUP LTD COM
13,108$4.8M0.06%
199
LHLABCORP HOLDINGS INC COM SHS
19,777$4.5M0.06%
200
FTVFORTIVE CORP COM
59,844$4.5M0.06%
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