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Pggm Investments Top Holdings and 13F Report (2026)

About Pggm Investments

Investment Activity

  • Pggm Investments has $4.06 million in total holdings as of June 30, 2026.
  • Pggm Investments owns shares of 59 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 6.27% of the portfolio was purchased this quarter.
  • About 58.98% of the portfolio was sold this quarter.
  • This quarter, Pggm Investments has purchased 67 new stocks and bought additional shares in 13 stocks.
  • Pggm Investments sold shares of 28 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

NVIDIA
$218,517
Alphabet
$194,407
LINDE PLC SHS
$157,816

Largest Purchases this Quarter

NVIDIA
365,865 shares (about $73.21K)
Apple
171,137 shares (about $49.52K)
argenex
24,997 shares (about $23.19K)
Thermo Fisher Scientific
40,540 shares (about $20.33K)
Tetra Tech
621,038 shares (about $17.94K)

Largest Sales this Quarter

Welltower
1,301,576 shares (about $295.42K)
Prologis
1,995,105 shares (about $270.28K)
Equinix
193,053 shares (about $201.24K)
Brixmor Property Group
2,887,601 shares (about $91.05K)
Federal Realty Investment Trust
736,229 shares (about $90.88K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPggm Investments

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$218,517$73,206 â–²50.4%1,092,0965.4%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$194,4070.0%543,9934.8%Communication Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$175,344$20,325 â–²13.1%349,7374.3%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$158,0930.0%131,8073.9%Healthcare
LINDE PLC SHS
$157,8160.0%304,1123.9%SHS
Microsoft Corporation stock logo
MSFT
Microsoft
$157,0490.0%421,0203.9%Technology
Apple Inc. stock logo
AAPL
Apple
$153,087$49,520 â–²47.8%529,0533.8%Technology
Sunrun Inc. stock logo
RUN
Sunrun
$127,7380.0%9,546,9653.1%Utilities
Albemarle Corporation stock logo
ALB
Albemarle
$122,7680.0%909,1933.0%Materials
HDFC Bank Limited stock logo
HDB
HDFC Bank
$120,306$9,877 â–²8.9%4,657,5923.0%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$116,769$201,237 â–¼-63.3%112,0202.9%Real Estate
Welltower Inc. stock logo
WELL
Welltower
$102,093$295,420 â–¼-74.3%449,8072.5%Real Estate
Illumina, Inc. stock logo
ILMN
Illumina
$93,475$80,680 â–¼-46.3%531,6232.3%Healthcare
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$91,0090.0%645,4562.2%Healthcare
argenex SE stock logo
ARGX
argenex
$89,540$23,191 â–²35.0%96,5112.2%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$89,0440.0%235,7232.2%Technology
Extra Space Storage Inc stock logo
EXR
Extra Space Storage
$87,994$85,967 â–¼-49.4%605,6022.2%Real Estate
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$85,271$87,773 â–¼-50.7%675,0932.1%Real Estate
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$83,357$9,853 â–²13.4%918,6342.1%Healthcare
Visa Inc. stock logo
V
Visa
$79,745$10,710 â–²15.5%232,4322.0%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$77,548$5,137 â–²7.1%401,3471.9%Healthcare
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$76,469$27,128 â–¼-26.2%871,2431.9%Utilities
Waste Connections, Inc. stock logo
WCN
Waste Connections
$75,7260.0%454,2901.9%Industrials
Synopsys, Inc. stock logo
SNPS
Synopsys
$74,687$11,946 â–²19.0%167,4341.8%Technology
Medtronic PLC stock logo
MDT
Medtronic
$71,2090.0%910,2581.8%Healthcare
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$64,236$4,835 â–²8.1%171,1491.6%Technology
VERALTO CORP COM SHS
$62,2480.0%701,9381.5%SHS
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$58,570$4,860 â–¼-7.7%766,6291.4%Consumer Staples
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$57,7300.0%92,5841.4%Healthcare
Healthcare Realty Trust Incorporated stock logo
HR
Healthcare Realty Trust
$55,644$57,451 â–¼-50.8%2,758,7711.4%Real Estate
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$54,166$17,942 â–²49.5%1,874,8951.3%Industrials
HEALTHPEAK PROPERTIES INC COM
$53,170$62,018 â–¼-53.8%2,484,5581.3%COM
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$52,400$90,306 â–¼-63.3%234,2951.3%Real Estate
Americold Realty Trust Inc. stock logo
COLD
Americold Realty Trust
$52,094$8,783 â–¼-14.4%3,313,8461.3%Real Estate
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$49,3230.0%336,3551.2%Consumer Staples
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$48,329$8,124 â–¼-14.4%749,8671.2%Real Estate
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$48,237$8,109 â–¼-14.4%1,439,0381.2%Real Estate
Corteva, Inc. stock logo
CTVA
Corteva
$44,418$9,865 â–¼-18.2%524,4751.1%Materials
Macerich Company (The) stock logo
MAC
Macerich
$41,789$43,115 â–¼-50.8%1,658,9431.0%Real Estate
ROPER TECHNOLOGIES INC COM
$40,7750.0%120,4961.0%COM
Prologis, Inc. stock logo
PLD
Prologis
$38,918$270,278 â–¼-87.4%287,2801.0%Real Estate
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$37,6440.0%746,6070.9%Consumer Staples
Ventas, Inc. stock logo
VTR
Ventas
$34,900$60,147 â–¼-63.3%393,0210.9%Real Estate
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$33,637$5,655 â–¼-14.4%636,4650.8%Real Estate
Core & Main, Inc. stock logo
CNM
Core & Main
$32,558$10,004 â–²44.4%674,7670.8%Industrials
Ryman Hospitality Properties, Inc. stock logo
RHP
Ryman Hospitality Properties
$31,063$53,576 â–¼-63.3%241,6450.8%Real Estate
Invitation Home stock logo
INVH
Invitation Home
$30,630$52,791 â–¼-63.3%1,013,9190.8%Real Estate
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$29,8680.0%190,2910.7%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$24,7650.0%62,2730.6%Healthcare
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$24,022$41,401 â–¼-63.3%133,7690.6%Real Estate
APTIV PLC COM SHS
$21,919$8,208 â–²59.9%357,1000.5%SHS
Public Storage stock logo
PSA
Public Storage
$13,324$22,959 â–¼-63.3%41,8590.3%Real Estate
CubeSmart stock logo
CUBE
CubeSmart
$11,557$19,919 â–¼-63.3%290,5950.3%Real Estate
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$10,4210.0%144,4180.3%Industrials
Federal Realty Investment Trust stock logo
FRT
Federal Realty Investment Trust
$9,389$90,877 â–¼-90.6%76,0640.2%Real Estate
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$8,974$15,466 â–¼-63.3%378,4730.2%Real Estate
Brixmor Property Group Inc. stock logo
BRX
Brixmor Property Group
$5,510$91,047 â–¼-94.3%174,7520.1%Real Estate
Kilroy Realty Corporation stock logo
KRC
Kilroy Realty
$2,965$52,801 â–¼-94.7%79,1400.1%Real Estate
Essential Properties Realty Trust, Inc. stock logo
EPRT
Essential Properties Realty Trust
$328$68,169 â–¼-99.5%11,0050.0%Real Estate
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$0$121,451 â–¼-100.0%00.0%Real Estate
United Dominion Realty Trust, Inc. stock logo
UDR
United Dominion Realty Trust
$0$117,187 â–¼-100.0%00.0%Real Estate
Agree Realty Corporation stock logo
ADC
Agree Realty
$0$70,302 â–¼-100.0%00.0%Real Estate
First Industrial Realty Trust, Inc. stock logo
FR
First Industrial Realty Trust
$0$65,678 â–¼-100.0%00.0%Real Estate
SolarEdge Technologies, Inc. stock logo
SEDG
SolarEdge Technologies
$0$33,376 â–¼-100.0%00.0%Industrials
Cousins Properties Incorporated stock logo
CUZ
Cousins Properties
$0$30,971 â–¼-100.0%00.0%Real Estate
Rexford Industrial Realty, Inc. stock logo
REXR
Rexford Industrial Realty
$0$26,959 â–¼-100.0%00.0%Real Estate
Adecoagro S.A. stock logo
AGRO
Adecoagro
$0$15,479 â–¼-100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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