Pensioenfonds Rail & Ov Top Holdings and 13F Report (2024) → The Crypto 9-5 Escape Plan (From Crypto 101 Media) (Ad) About Pensioenfonds Rail & OvInvestment ActivityPensioenfonds Rail & Ov has $1.38 million in total holdings as of March 31, 2024.Pensioenfonds Rail & Ov owns shares of 37 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.11% of the portfolio was purchased this quarter.About 39.11% of the portfolio was sold this quarter.This quarter, Pensioenfonds Rail & Ov has purchased 36 new stocks and bought additional shares in 1 stock.Pensioenfonds Rail & Ov sold shares of 34 stocks and completely divested from 0 stocks this quarter.Largest Holdings Amphenol $47,268Microchip Technology $45,804CDW $44,711Analog Devices $43,663Microsoft $43,462 Largest New Holdings this Quarter CDW $44,711 Holding Largest Purchases this Quarter CDW 174,802 shares (about $44.71K)Old Dominion Freight Line 54,889 shares (about $12.04K) Largest Sales this Quarter CVS Health 638,385 shares (about $50.97K)Cencora 101,747 shares (about $24.72K)Microsoft 57,998 shares (about $24.40K)American Express 102,363 shares (about $23.31K)Stryker 62,916 shares (about $22.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPensioenfonds Rail & Ov Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$47,268$21,961 ▼-31.7%408,9963.4%Computer and TechnologyMCHPMicrochip Technology$45,804$10,526 ▼-18.7%510,5793.3%Computer and TechnologyCDWCDW$44,711$44,711 ▲New Holding174,8023.2%Computer and TechnologyADIAnalog Devices$43,663$11,701 ▼-21.1%220,7553.2%Computer and TechnologyMSFTMicrosoft$43,462$24,401 ▼-36.0%103,3053.2%Computer and TechnologyICON PLC$42,670$16,635 ▼-28.0%127,0143.1%COMFDXFedEx$41,989$7,528 ▼-15.2%144,3263.0%TransportationAZOAutoZone$41,198$19,836 ▼-32.5%13,0723.0%Retail/WholesaleTXRHTexas Roadhouse$40,808$21,634 ▼-34.6%264,1783.0%Retail/WholesaleECLEcolab$40,152$19,555 ▼-32.8%173,4662.9%Basic MaterialsDGDollar General$40,151$1,565 ▼-3.8%257,2782.9%Retail/WholesaleWWDWoodward$39,501$10,818 ▼-21.5%256,3022.9%Computer and TechnologyCASYCasey's General Stores$39,446$17,783 ▼-31.1%123,8702.9%Retail/WholesaleTSCOTractor Supply$39,168$16,913 ▼-30.2%149,6562.8%Retail/WholesaleBALLBall$39,115$13,737 ▼-26.0%580,6812.8%Industrial ProductsOTISOtis Worldwide$38,332$11,123 ▼-22.5%386,1402.8%ConstructionAXPAmerican Express$37,969$23,307 ▼-38.0%166,7572.8%FinanceAON PLC$37,965$12,058 ▼-24.1%113,7642.8%COMTMOThermo Fisher Scientific$37,444$12,766 ▼-25.4%64,3812.7%MedicalBAXBaxter International$37,416$9,526 ▼-20.3%869,5362.7%MedicalCORCencora$37,371$24,723 ▼-39.8%153,7982.7%MedicalSTTState Street$37,245$12,966 ▼-25.8%477,4472.7%FinanceSYKStryker$37,210$22,566 ▼-37.8%103,7452.7%MedicalATOAtmos Energy$36,746$11,292 ▼-23.5%309,1282.7%UtilitiesTJXTJX Companies$36,550$19,514 ▼-34.8%360,3832.6%Retail/WholesalePEPPepsiCo$36,401$8,590 ▼-19.1%206,5002.6%Consumer StaplesPPGPPG Industries$36,217$9,195 ▼-20.2%249,9422.6%Basic MaterialsODFLOld Dominion Freight Line$36,153$12,038 ▲49.9%164,8482.6%TransportationBDXBecton, Dickinson and Company$35,802$7,081 ▼-16.5%144,6832.6%MedicalULTAUlta Beauty$35,183$21,463 ▼-37.9%67,2872.6%Retail/WholesaleBKNGBooking$33,870$19,656 ▼-36.7%9,3362.5%Retail/WholesaleACCENTURE PLC$33,326$15,966 ▼-32.4%96,1492.4%COMTTCToro$33,134$6,849 ▼-17.1%360,1912.4%Consumer DiscretionaryGLGlobe Life$32,580$15,578 ▼-32.3%279,9702.4%FinanceALBAlbemarle$31,9200.0%241,5602.3%Basic MaterialsNKENIKE$30,985$9,696 ▼-23.8%328,4072.2%Consumer DiscretionaryCVSCVS Health$373$50,967 ▼-99.3%4,6720.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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