Bedrijfstakpensioenfonds Voor De Media Pno Portfolio Holdings by Sector
Bedrijfstakpensioenfonds Voor De Media Pno
- $703 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
MSFT SNPS ADBE 3 stocks |
$82,952
11.92% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$56,633
8.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$53,929
7.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM CDNS 3 stocks |
$48,002
6.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$46,899
6.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$42,554
6.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$39,243
5.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK EW DXCM 3 stocks |
$35,195
5.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$29,598
4.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK 2 stocks |
$28,787
4.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$28,496
4.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI 2 stocks |
$26,427
3.8% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC 2 stocks |
$25,693
3.69% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$23,109
3.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$19,762
2.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$15,775
2.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$15,614
2.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$13,460
1.93% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$11,302
1.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$9,714
1.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$8,256
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$8,242
1.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX 1 stocks |
$7,624
1.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$7,589
1.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$5,689
0.82% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$5,171
0.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|