PENSIOENFONDS RAIL & OV — 13F holdings

PENSIOENFONDS RAIL & OV reported 40 holdings worth $1.44B in its 13F filing for Q1 2025, filed September 23, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $124M (8.6%)
2. AAPL APPLE INC — $88.3M (6.1%)
3. NVDA NVIDIA CORPORATION — $73.8M (5.1%)
4. AXP AMERICAN EXPRESS CO — $59.8M (4.1%)
5. AON AON PLC — $51.3M (3.6%)
6. AMZN AMAZON COM INC — $50.9M (3.5%)
7. STT STATE STR CORP — $50.5M (3.5%)
8. ECL ECOLAB INC — $49.9M (3.5%)
9. CASY CASEYS GEN STORES INC — $44.3M (3.1%)
10. SYK STRYKER CORPORATION — $43.4M (3.0%)