MN SERVICES VERMOGENSBEHEER B V – Q3 2026 PF Holdings AUM: $13.45B INCREASED Top-25: #MSFT #AAPL #AMZN #NVDA #AVGO #MU #TSLA #LLY #JPM #GOOGL #AMD #GOOG #JNJ #APH #V #MA #ABBV #INTC #CSCO #COST #BAC #AMAT #LRCX #UNH #MRK NO-CHANGE Top-25: #CB #SYK #HWM #FTNT #PWR #DUK #CDNS #MMM #TMUS #JCI #MRSH #CMCSA #INTU #ICE #MELI #APP #EMR #CMI #BKNG #CP #HOOD #SHW #UPS #TRV #MAR REDUCED Top-25: #ORCL #IREN SOLD-OFF Top-15: #RDDT #CSL #TRMB #TYL #LULU #RPM #GGG #APTV #AVY #PNR #CLX #ALLE #PODD #CNH #DSGX Positive Returns (YTD): #CNH:+22% Negative Returns (YTD): #LULU:-55% #PODD:-52% #PNR:-50% #APTV:-44% #RDDT:-34% #TYL:-24% #TRMB:-23% #CLX:-17% #AVY:-8% #ALLE:-6% #RPM:-6% #GGG:-5% #DSGX:-3% #CSL:-2% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis