PGGM Investments
CIK: 1472190
New Positions
0
Holdings (59)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 12, 2026
- NVDA
NVIDIA CORPORATION COM
$219K
1.09M sh5.38%+50.4% - GOOGL
ALPHABET INC CAP STK CL A
$194K
543,993 sh4.78%+0.0% - TMO
THERMO FISHER SCIENTIFIC INC COM
$175K
349,737 sh4.31%+13.1% - LLY
ELI LILLY & CO COM
$158K
131,807 sh3.89%+0.0% - LIN
LINDE PLC SHS
$158K
304,112 sh3.88%+0.0% - MSFT
MICROSOFT CORP COM
$157K
421,020 sh3.86%+0.0% - AAPL
APPLE INC COM
$153K
529,053 sh3.77%+47.8% - RUN
SUNRUN INC COM
$128K
9.55M sh3.14%+0.0% - ALB
ALBEMARLE CORP COM
$123K
909,193 sh3.02%+0.0% - HDB
HDFC BANK LTD SPONSORED ADS
$120K
4.66M sh2.96%+8.9% - EQIX
EQUINIX INC COM
$117K
112,020 sh2.87%-63.3% - WELL
WELLTOWER INC COM
$102K
449,807 sh2.51%-74.3% - ILMN
ILLUMINA INC COM
$93K
531,623 sh2.30%-46.3% - AZN
ASTRAZENECA PLC ORD
$91K
645,456 sh2.24%+0.0% - ARGX
ARGENX SE SPONSORED ADR
$90K
96,511 sh2.20%+35.0% - AVGO
BROADCOM INC COM
$89K
235,723 sh2.19%+0.0% - EXR
EXTRA SPACE STORAGE INC COM
$88K
605,602 sh2.16%-49.4% - IRM
IRON MTN INC DEL COM
$85K
675,093 sh2.10%-50.7% - ABT
ABBOTT LABORATORIES COM
$83K
918,634 sh2.05%+13.4% - V
VISA INC COM CL A
$80K
232,432 sh1.96%+15.5% - IQV
IQVIA HLDGS INC COM
$78K
401,347 sh1.91%+7.1% - NEE
NEXTERA ENERGY INC COM
$76K
871,243 sh1.88%-26.2% - WCN
WASTE CONNECTIONS INC COM
$76K
454,290 sh1.86%+0.0% - SNPS
SYNOPSYS INC COM
$75K
167,434 sh1.84%+19.0% - MDT
MEDTRONIC PLC SHS
$71K
910,258 sh1.75%+0.0% - CDNS
CADENCE DESIGN SYSTEM INC COM
$64K
171,149 sh1.58%+8.1% - VLTO
VERALTO CORP COM SHS
$62K
701,938 sh1.53%+0.0% - ADM
ARCHER DANIELS MIDLAND CO COM
$59K
766,629 sh1.44%-7.7% - REGN
REGENERON PHARMACEUTICALS COM
$58K
92,584 sh1.42%+0.0% - HR
HEALTHCARE RLTY TR CL A COM
$56K
2.76M sh1.37%-50.8% - TTEK
TETRA TECH INC NEW COM
$54K
1.87M sh1.33%+49.5% - DOC
HEALTHPEAK PROPERTIES INC COM
$53K
2.48M sh1.31%-53.8% - SPG
SIMON PPTY GROUP INC NEW COM
$52K
234,295 sh1.29%-63.3% - COLD
AMERICOLD REALTY TRUST INC COM
$52K
3.31M sh1.28%-14.4% - PG
PROCTER & GAMBLE CO COM
$49K
336,355 sh1.21%+0.0% - ELS
EQUITY LIFESTYLE PROPERTIES COM
$48K
749,867 sh1.19%-14.4% - AMH
AMERICAN HOMES 4 RENT CL A
$48K
1.44M sh1.19%-14.4% - CTVA
CORTEVA INC COM
$44K
524,475 sh1.09%-18.2% - MAC
MACERICH CO COM
$42K
1.66M sh1.03%-50.8% - ROP
ROPER TECHNOLOGIES INC COM
$41K
120,496 sh1.00%+0.0% - PLD
PROLOGIS INC. COM
$39K
287,280 sh0.96%-87.4% - MKC
MCCORMICK & CO INC COM NON VTG
$38K
746,607 sh0.93%+0.0% - VTR
VENTAS INC COM
$35K
393,021 sh0.86%-63.3% - ARE
ALEXANDRIA REAL ESTATE EQ IN COM
$34K
636,465 sh0.83%-14.4% - CNM
CORE & MAIN INC CL A
$33K
674,767 sh0.80%+44.4% - RHP
RYMAN HOSPITALITY PPTYS INC COM
$31K
241,645 sh0.76%-63.3% - INVH
INVITATION HOMES INC COM
$31K
1.01M sh0.75%-63.3% - WMS
ADVANCED DRAIN SYS INC DEL COM
$30K
190,291 sh0.73%+0.0% - ISRG
INTUITIVE SURGICAL INC COM NEW
$25K
62,273 sh0.61%+0.0% - DLR
DIGITAL RLTY TR INC COM
$24K
133,769 sh0.59%-63.3%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION COM | 1.09M | $219K | +50.4% | 5.38% | Q2 2026 |
 GOOGL ALPHABET INC CAP STK CL A | 543,993 | $194K | +0.0% | 4.78% | Q2 2026 |
 TMO THERMO FISHER SCIENTIFIC INC COM | 349,737 | $175K | +13.1% | 4.31% | Q2 2026 |
 LLY ELI LILLY & CO COM | 131,807 | $158K | +0.0% | 3.89% | Q2 2026 |
 LIN LINDE PLC SHS | 304,112 | $158K | +0.0% | 3.88% | Q2 2026 |
 MSFT MICROSOFT CORP COM | 421,020 | $157K | +0.0% | 3.86% | Q2 2026 |
 AAPL APPLE INC COM | 529,053 | $153K | +47.8% | 3.77% | Q2 2026 |
 RUN SUNRUN INC COM | 9.55M | $128K | +0.0% | 3.14% | Q2 2026 |
 ALB ALBEMARLE CORP COM | 909,193 | $123K | +0.0% | 3.02% | Q2 2026 |
 HDB HDFC BANK LTD SPONSORED ADS | 4.66M | $120K | +8.9% | 2.96% | Q2 2026 |
 EQIX EQUINIX INC COM | 112,020 | $117K | -63.3% | 2.87% | Q2 2026 |
 WELL WELLTOWER INC COM | 449,807 | $102K | -74.3% | 2.51% | Q2 2026 |
 ILMN ILLUMINA INC COM | 531,623 | $93K | -46.3% | 2.30% | Q2 2026 |
 AZN ASTRAZENECA PLC ORD | 645,456 | $91K | +0.0% | 2.24% | Q2 2026 |
 ARGX ARGENX SE SPONSORED ADR | 96,511 | $90K | +35.0% | 2.20% | Q2 2026 |
 AVGO BROADCOM INC COM | 235,723 | $89K | +0.0% | 2.19% | Q2 2026 |
 EXR EXTRA SPACE STORAGE INC COM | 605,602 | $88K | -49.4% | 2.16% | Q2 2026 |
 IRM IRON MTN INC DEL COM | 675,093 | $85K | -50.7% | 2.10% | Q2 2026 |
 ABT ABBOTT LABORATORIES COM | 918,634 | $83K | +13.4% | 2.05% | Q2 2026 |
 V VISA INC COM CL A | 232,432 | $80K | +15.5% | 1.96% | Q2 2026 |
 IQV IQVIA HLDGS INC COM | 401,347 | $78K | +7.1% | 1.91% | Q2 2026 |
 NEE NEXTERA ENERGY INC COM | 871,243 | $76K | -26.2% | 1.88% | Q2 2026 |
 WCN WASTE CONNECTIONS INC COM | 454,290 | $76K | +0.0% | 1.86% | Q2 2026 |
 SNPS SYNOPSYS INC COM | 167,434 | $75K | +19.0% | 1.84% | Q2 2026 |
 MDT MEDTRONIC PLC SHS | 910,258 | $71K | +0.0% | 1.75% | Q2 2026 |
 CDNS CADENCE DESIGN SYSTEM INC COM | 171,149 | $64K | +8.1% | 1.58% | Q2 2026 |
 VLTO VERALTO CORP COM SHS | 701,938 | $62K | +0.0% | 1.53% | Q2 2026 |
 ADM ARCHER DANIELS MIDLAND CO COM | 766,629 | $59K | -7.7% | 1.44% | Q2 2026 |
 REGN REGENERON PHARMACEUTICALS COM | 92,584 | $58K | +0.0% | 1.42% | Q2 2026 |
 HR HEALTHCARE RLTY TR CL A COM | 2.76M | $56K | -50.8% | 1.37% | Q2 2026 |
 TTEK TETRA TECH INC NEW COM | 1.87M | $54K | +49.5% | 1.33% | Q2 2026 |
 DOC HEALTHPEAK PROPERTIES INC COM | 2.48M | $53K | -53.8% | 1.31% | Q2 2026 |
 SPG SIMON PPTY GROUP INC NEW COM | 234,295 | $52K | -63.3% | 1.29% | Q2 2026 |
 COLD AMERICOLD REALTY TRUST INC COM | 3.31M | $52K | -14.4% | 1.28% | Q2 2026 |
 PG PROCTER & GAMBLE CO COM | 336,355 | $49K | +0.0% | 1.21% | Q2 2026 |
 ELS EQUITY LIFESTYLE PROPERTIES COM | 749,867 | $48K | -14.4% | 1.19% | Q2 2026 |
 AMH AMERICAN HOMES 4 RENT CL A | 1.44M | $48K | -14.4% | 1.19% | Q2 2026 |
 CTVA CORTEVA INC COM | 524,475 | $44K | -18.2% | 1.09% | Q2 2026 |
 MAC MACERICH CO COM | 1.66M | $42K | -50.8% | 1.03% | Q2 2026 |
 ROP ROPER TECHNOLOGIES INC COM | 120,496 | $41K | +0.0% | 1.00% | Q2 2026 |
 PLD PROLOGIS INC. COM | 287,280 | $39K | -87.4% | 0.96% | Q2 2026 |
 MKC MCCORMICK & CO INC COM NON VTG | 746,607 | $38K | +0.0% | 0.93% | Q2 2026 |
 VTR VENTAS INC COM | 393,021 | $35K | -63.3% | 0.86% | Q2 2026 |
 ARE ALEXANDRIA REAL ESTATE EQ IN COM | 636,465 | $34K | -14.4% | 0.83% | Q2 2026 |
 CNM CORE & MAIN INC CL A | 674,767 | $33K | +44.4% | 0.80% | Q2 2026 |
 RHP RYMAN HOSPITALITY PPTYS INC COM | 241,645 | $31K | -63.3% | 0.76% | Q2 2026 |
 INVH INVITATION HOMES INC COM | 1.01M | $31K | -63.3% | 0.75% | Q2 2026 |
 WMS ADVANCED DRAIN SYS INC DEL COM | 190,291 | $30K | +0.0% | 0.73% | Q2 2026 |
 ISRG INTUITIVE SURGICAL INC COM NEW | 62,273 | $25K | +0.0% | 0.61% | Q2 2026 |
 DLR DIGITAL RLTY TR INC COM | 133,769 | $24K | -63.3% | 0.59% | Q2 2026 |
1-50 of 59 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About PGGM Investments
PGGM Investments is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1472190). Signal8 holds 20 13F filings from it.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 12, 2026. That report lists 59 securities, not counting options, down from 67 in Q1 2026.
Its five largest reported positions, in order, are NVIDIA CORPORATION COM (NVDA), ALPHABET INC CAP STK CL A (GOOGL), THERMO FISHER SCIENTIFIC INC COM (TMO), ELI LILLY & CO COM (LLY) and LINDE PLC SHS (LIN). The next five are MICROSOFT CORP COM (MSFT), APPLE INC COM (AAPL), SUNRUN INC COM (RUN), ALBEMARLE CORP COM (ALB) and HDFC BANK LTD SPONSORED ADS (HDB).
Recent 13F filings by PGGM Investments
- Q2 2026: 13F-HR filed Aug 12, 2026, listing 59 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 67 securities.
- Q4 2025: 13F-HR filed Feb 9, 2026, listing 66 securities.
- Q3 2025: 13F-HR filed Oct 28, 2025, listing 66 securities.
- Q2 2025: 13F-HR filed Jul 18, 2025, listing 68 securities.
- Q1 2025: 13F-HR filed May 12, 2025, listing 347 securities.