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Bedrijfstakpensioenfonds Voor De Media Pno Top Holdings and 13F Report (2025)

About Bedrijfstakpensioenfonds Voor De Media Pno

Investment Activity

  • Bedrijfstakpensioenfonds Voor De Media Pno has $723.87 thousand in total holdings as of June 30, 2025.
  • Bedrijfstakpensioenfonds Voor De Media Pno owns shares of 39 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 3.58% of the portfolio was purchased this quarter.
  • About 3.44% of the portfolio was sold this quarter.
  • This quarter, Bedrijfstakpensioenfonds Voor De Media Pno has purchased 40 new stocks and bought additional shares in 5 stocks.
  • Bedrijfstakpensioenfonds Voor De Media Pno sold shares of 2 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA
$72,343
Microsoft
$65,129
Apple
$48,135
Amazon.com
$47,472
Alphabet
$39,784

Largest New Holdings this Quarter

11135F101 - Broadcom
$9,863 Holding

Largest Purchases this Quarter

Broadcom
42,000 shares (about $9.86K)
Netflix
4,500 shares (about $5.13K)
Fastenal
115,000 shares (about $4.11K)
ServiceNow
2,900 shares (about $2.54K)
Amazon.com
12,400 shares (about $2.32K)

Largest Sales this Quarter

Alphabet
62,600 shares (about $9.40K)
Accenture
8,500 shares (about $2.16K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBedrijfstakpensioenfonds Voor De Media Pno

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$72,3430.0%537,50010.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$65,1290.0%153,7009.0%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$48,1350.0%275,4006.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$47,472$2,318 5.1%254,0006.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$39,784$9,398 -19.1%265,0005.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$29,090$5,134 21.4%25,5004.0%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$28,7710.0%62,1504.0%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$24,523$2,540 11.6%28,0003.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$20,8000.0%43,4502.9%Business Services
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$18,1380.0%116,3002.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$17,9300.0%27,0002.5%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$17,9070.0%41,0002.5%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$17,7790.0%52,7502.5%Medical
Visa Inc. stock logo
V
Visa
$16,0310.0%53,0002.2%Business Services
Salesforce Inc. stock logo
CRM
Salesforce
$16,0290.0%69,0002.2%Computer and Technology
United Rentals, Inc. stock logo
URI
United Rentals
$14,8900.0%23,2002.1%Construction
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$14,2740.0%48,8002.0%Basic Materials
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$13,7820.0%52,5001.9%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$13,5880.0%30,2501.9%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$13,0690.0%2,6501.8%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$12,6590.0%36,6501.7%Medical
Adobe Inc. stock logo
ADBE
Adobe
$12,3100.0%37,3501.7%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$12,2090.0%16,0001.7%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$12,1260.0%182,0001.7%Medical
Accenture PLC stock logo
ACN
Accenture
$11,598$2,164 -15.7%45,5501.6%Computer and Technology
MSCI Inc stock logo
MSCI
MSCI
$11,4480.0%23,3001.6%Finance
Danaher Corporation stock logo
DHR
Danaher
$11,2750.0%67,0001.6%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$10,8380.0%34,7001.5%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$9,863$9,863 New Holding42,0001.4%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$8,229$4,115 100.0%230,0001.1%Retail/Wholesale
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$8,0090.0%43,0001.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$7,788$1,957 33.6%93,5001.1%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$7,0940.0%28,5001.0%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,9930.0%37,0001.0%Retail/Wholesale
LINDE PLC
$6,9150.0%17,3001.0%SHS
Equinix, Inc. stock logo
EQIX
Equinix
$6,8440.0%10,1000.9%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$6,8010.0%34,7000.9%Transportation
The Walt Disney Company stock logo
DIS
Walt Disney
$5,7580.0%54,5000.8%Consumer Discretionary
DexCom, Inc. stock logo
DXCM
DexCom
$5,6520.0%76,0000.8%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$8,143 -100.0%00.0%Medical
NIKE, Inc. stock logo
NKE
NIKE
$0$5,171 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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