Pggm-Investments

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ITRI",
  "FLEX",
  "MPWR",
  "NVR",
  "ARGX",
  "TRU",
  "TROW",
  "NLY",
  "RJF",
  "ARW",
  "AKAM",
  "RF",
  "ACN",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "JEF",
  "GOOGL",
  null,
  "AXP",
  "AIG",
  "T",
  "BLK",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "WRB",
  "BSX",
  "HRB",
  "COF",
  "CMI",
  "MAC",
  "D",
  "ESS",
  "EBAY",
  "FG",
  "FRT",
  "EQH",
  "EXPE",
  "EXPD",
  "FFIV",
  "PNR",
  "FERG",
  "AGRO",
  "FCX",
  "FITB",
  "GILD",
  "HLT",
  "HD",
  "HPQ",
  "MCD",
  "FBIN",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  "HWM",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "BKNG",
  "ICE",
  "META",
  "SEDG",
  "IQV",
  "LRCX",
  "LIN",
  "L",
  "MMC",
  "PWR",
  "MA",
  "UI",
  "MDT",
  "MSFT",
  "MAA",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "FCNCA",
  "FICO",
  "FIS",
  "FTV",
  "GE",
  "NTRS",
  "NI",
  "HEI",
  "HIG",
  "HOLX",
  "FMC",
  "ILMN",
  "OMC",
  "ODFL",
  "ORLY",
  "EMN",
  "ADM",
  "PCAR",
  "AMP",
  "ANET",
  "KKR",
  "KLAC",
  "ORCL",
  "DASH",
  "PAYX",
  "AMH",
  "DOC",
  "REG",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "PHM",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PG",
  "MRK",
  "VZ",
  "MAS",
  "PKG",
  "DGX",
  "PPG",
  "REGN",
  "NOW",
  "SHW",
  "SPG",
  "ROP",
  "SRE",
  "ROST",
  "SNA",
  "RSG",
  "SSNC",
  "STLD",
  "SYK",
  "SNPS",
  "TEL",
  "CI",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "UAL",
  "MET",
  "WMS",
  "LKQ",
  "EPRT",
  "ULTA",
  "WY",
  "MTD",
  "GDDY",
  "IT",
  "RMD",
  "VTR",
  "DD",
  null,
  "EA",
  "TT",
  "VRSK",
  "VRT",
  "SEIC",
  "VOYA",
  "ATO",
  "ARE",
  "ADSK",
  "VNT",
  "GM",
  "APTV",
  "ACGL",
  "AVY",
  "ALB",
  "AFL",
  "APH",
  "ALLE",
  "AVB",
  "FI",
  "CPAY",
  "DRI",
  "DOV",
  "WAB",
  "IP",
  "DECK",
  "WEC",
  "EQR",
  "WM",
  "FSLR",
  "FTNT",
  "WCN",
  "IR",
  "AIZ",
  "CAH",
  "HAIN",
  "IPG",
  "IFF",
  "INVH",
  "IDXX",
  "RHP",
  "IEX",
  "PEG",
  "FDS",
  "DHI",
  "AMZN",
  "CMS",
  "HCA",
  "PFG",
  "COLD",
  "REXR",
  "DOX",
  "ELS",
  "NWSA",
  "HDB",
  "HBAN",
  "USB",
  "VLTO",
  "VRSN",
  "V",
  "VST",
  "WMT",
  "WAT",
  "WU",
  "WST",
  "WLK",
  "WELL",
  "WTW",
  "WPC",
  "ZG",
  "YUM",
  "XYL",
  "ZBRA",
  "ADC",
  "DTE",
  "GRMN",
  "PTC",
  "FNF",
  "FOXA",
  "MTB",
  "GEN",
  "JBHT",
  "KRC",
  "MSCI",
  "JKHY",
  "EIX",
  "KIM",
  "KEY",
  "JCI",
  "HST",
  "LH",
  "MKL",
  "TTD",
  "OTIS",
  "ROL",
  "CRM",
  "RUN",
  "SUI",
  "SYY",
  "SPOT",
  "LYV",
  "LYB",
  "UHS",
  "ZBH",
  "MCK",
  "EXR",
  "GWW",
  "NTAP",
  "PSA",
  "UDR",
  "SYF",
  "EG",
  "AME",
  "ALLY",
  "KMB",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BBWI",
  "BK",
  "BRK-B",
  "BBY",
  "BMRN",
  "BMY",
  "BRX",
  "BLDR",
  "BR",
  "CHRW",
  "BURL",
  "CPT",
  "CARR",
  "CTRE",
  "CBRE",
  "CF",
  "CHTR",
  "CINF",
  "CB",
  "CTAS",
  "CFG",
  "NET",
  "C",
  "CNA",
  "KO",
  "CBSH",
  "CMCSA",
  "CTSH",
  "CL",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSX",
  "CUBE",
  "DHR",
  "DVA",
  "DE",
  "DBD",
  "DAL",
  "DFS",
  "DLR",
  "DOCU",
  "DPZ",
  "MCO",
  "TTEK",
  "NEE",
  "MAR",
  "STT",
  "DIS",
  "ETN",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  "APO",
  "URI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 347
Total Value: 7416102
Accession Number: 0001472190-25-000002
Form Type: 13F-HR
CIK: pggm-investments
Manager Name: Pggm-Investments

Data Enrichment

99% identified

345 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

347 positions • $7.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 18

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WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:66.4K

Value:$12.0M

% of Portfolio:162.4% ($12.0M/$7.4M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:34.4K

Value:$11.9M

% of Portfolio:160.3% ($11.9M/$7.4M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:98.6K

Value:$11.9M

% of Portfolio:159.9% ($11.9M/$7.4M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:114.1K

Value:$11.7M

% of Portfolio:158.1% ($11.7M/$7.4M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:93.7K

Value:$11.6M

% of Portfolio:156.4% ($11.6M/$7.4M)

Salesforce, Inc.

CRM|79466L302

Shares:43.1K

Value:$11.6M

% of Portfolio:156.0% ($11.6M/$7.4M)

Accenture plc

ACN|G1151C101

Shares:36.6K

Value:$11.4M

% of Portfolio:153.9% ($11.4M/$7.4M)

Fox Corp

FOXA|35137L105

Shares:199.1K

Value:$11.3M

% of Portfolio:151.9% ($11.3M/$7.4M)

Expedia Group, Inc.

EXPE|30212P303

Shares:66.6K

Value:$11.2M

% of Portfolio:151.0% ($11.2M/$7.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:167.0K

Value:$10.9M

% of Portfolio:146.9% ($10.9M/$7.4M)

SOLAREDGE TECHNOLOGIES, INC.

SEDG|83417M104

Shares:671.1K

Value:$10.9M

% of Portfolio:146.4% ($10.9M/$7.4M)

Synchrony Financial

SYF|87165B103

Shares:203.7K

Value:$10.8M

% of Portfolio:145.4% ($10.8M/$7.4M)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:109.4K

Value:$10.5M

% of Portfolio:141.9% ($10.5M/$7.4M)

AMPHENOL CORP /DE/

APH|032095101

Shares:160.4K

Value:$10.5M

% of Portfolio:141.9% ($10.5M/$7.4M)

UNITED RENTALS, INC.

URI|911363109

Shares:16.7K

Value:$10.5M

% of Portfolio:141.5% ($10.5M/$7.4M)

TE Connectivity plc

TEL|G87052109

Shares:73.7K

Value:$10.4M

% of Portfolio:140.5% ($10.4M/$7.4M)

Aptiv PLC

APTV|G3265R107

Shares:174.5K

Value:$10.4M

% of Portfolio:140.0% ($10.4M/$7.4M)

ECOLAB INC.

ECL|278865100

Shares:40.7K

Value:$10.3M

% of Portfolio:139.2% ($10.3M/$7.4M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:34.6K

Value:$10.3M

% of Portfolio:138.8% ($10.3M/$7.4M)

MARKEL GROUP INC.

MKL|570535104

Shares:5.5K

Value:$10.2M

% of Portfolio:138.0% ($10.2M/$7.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	66.4K	QoQ +0.74% (-491) YoY +77.61% (+29.0K)	All Managers (Combined)	$12.0M	162.4% ($12.0M/$7.4M)	QoQ -3.63% (-$0) YoY +121.10% (+$7)
HCA Healthcare, Inc.(HCAcusip40412C101)	34.4K	QoQ -4.18% (-1.5K) YoY -13.06% (-5.2K)	All Managers (Combined)	$11.9M	160.3% ($11.9M/$7.4M)	QoQ +10.30% (-$1) YoY -9.93% (-$1)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	98.6K	QoQ 0.00% (+0) YoY -16.86% (-20.0K)	All Managers (Combined)	$11.9M	159.9% ($11.9M/$7.4M)	QoQ +8.55% (+$1) YoY -17.76% (-$3)
PULTEGROUP INC/MI/(PHMcusip745867101)	114.1K	QoQ -2.04% (-2.4K) YoY -16.02% (-21.8K)	All Managers (Combined)	$11.7M	158.1% ($11.7M/$7.4M)	QoQ -7.53% (-$1) YoY -28.43% (-$5)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	93.7K	QoQ 0.00% (+0) YoY +11.43% (+9.6K)	All Managers (Combined)	$11.6M	156.4% ($11.6M/$7.4M)	QoQ +13.09% (+$1) YoY +33.79% (+$3)
Salesforce, Inc.(CRMcusip79466L302)	43.1K	QoQ 0.00% (-0) YoY +1.74% (-738)	All Managers (Combined)	$11.6M	156.0% ($11.6M/$7.4M)	QoQ -19.73% (-$3) YoY -9.34% (-$1)
Accenture plc(ACNcusipG1151C101)	36.6K	QoQ +3.56% (-1.3K) YoY +137.13% (+21.1K)	All Managers (Combined)	$11.4M	153.9% ($11.4M/$7.4M)	QoQ -8.13% (-$1) YoY +113.47% (+$6)
Fox Corp(FOXAcusip35137L105)	199.1K	QoQ +47.77% (+64.4K) YoY +417.56% (+160.6K)	All Managers (Combined)	$11.3M	151.9% ($11.3M/$7.4M)	QoQ +72.17% (+$5) YoY +836.57% (+$10)
Expedia Group, Inc.(EXPEcusip30212P303)	66.6K	QoQ 0.00% (-0) YoY -8.41% (-6.1K)	All Managers (Combined)	$11.2M	151.0% ($11.2M/$7.4M)	QoQ -9.78% (-$1) YoY +11.76% (-$1)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	167.0K	QoQ +25.75% (-34.2K) YoY +801.96% (+148.5K)	All Managers (Combined)	$10.9M	146.9% ($10.9M/$7.4M)	QoQ -3.86% (-$0) YoY +778.54% (+$10)
SOLAREDGE TECHNOLOGIES, INC.(SEDGcusip83417M104)	671.1K	QoQ 0.00% (+0) YoY +26.46% (-140.4K)	All Managers (Combined)	$10.9M	146.4% ($10.9M/$7.4M)	QoQ +18.96% (+$2) YoY -71.17% (-$27)
Synchrony Financial(SYFcusip87165B103)	203.7K	QoQ 0.00% (-0) YoY +30.31% (+47.4K)	All Managers (Combined)	$10.8M	145.4% ($10.8M/$7.4M)	QoQ -18.55% (-$2) YoY +60.00% (+$4)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	109.4K	QoQ -9.83% (-11.9K) YoY -18.94% (-25.6K)	All Managers (Combined)	$10.5M	141.9% ($10.5M/$7.4M)	QoQ -6.10% (-$1) YoY -15.66% (-$2)
AMPHENOL CORP /DE/(APHcusip032095101)	160.4K	QoQ -15.06% (-28.5K) YoY +59.40% (-59.8K)	All Managers (Combined)	$10.5M	141.9% ($10.5M/$7.4M)	QoQ -19.78% (-$3) YoY -9.36% (-$1)
UNITED RENTALS, INC.(URIcusip911363109)	16.7K	QoQ 0.00% (-0) YoY +7.05% (-1.1K)	All Managers (Combined)	$10.5M	141.5% ($10.5M/$7.4M)	QoQ -11.03% (-$1) YoY -6.96% (-$1)
TE Connectivity plc(TELcusipG87052109)	73.7K	QoQ 0.00% (-0) YoY NEW(+73.7K)	All Managers (Combined)	$10.4M	140.5% ($10.4M/$7.4M)	QoQ -1.14% (-$0) YoY NEW(+$10)
Aptiv PLC(APTVcusipG3265R107)	174.5K	QoQ 0.00% (-0) YoY NEW(+174.5K)	All Managers (Combined)	$10.4M	140.0% ($10.4M/$7.4M)	QoQ -1.62% (-$0) YoY NEW(+$10)
ECOLAB INC.(ECLcusip278865100)	40.7K	QoQ 0.00% (+0) YoY +55.02% (+14.5K)	All Managers (Combined)	$10.3M	139.2% ($10.3M/$7.4M)	QoQ +8.19% (+$1) YoY +70.22% (+$4)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	34.6K	QoQ +0.51% (+176) YoY +4.73% (+1.6K)	All Managers (Combined)	$10.3M	138.8% ($10.3M/$7.4M)	QoQ +8.61% (+$1) YoY +32.24% (+$3)
MARKEL GROUP INC.(MKLcusip570535104)	5.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$10.2M	138.0% ($10.2M/$7.4M)	QoQ +8.31% (+$1) YoY +22.88% (+$2)