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Portfolio (Quarterly) Guide ↗

Achmea Investment Management B.V.

· CIK 0001697765
13F Portfolio $3.9B AUM Filed Feb 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 6 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WCN WASTE CONNECTIONS INC Industrials 16,236.0 $2.8M 0.07% NEW $175.35 -10.5%
102 GIB CGI INC Technology 30,683.0 $2.8M 0.07% NEW $92.49 -28.6%
103 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 31,128.0 $2.8M 0.07% NEW $90.69 +3.8%
104 CHKP CHECK POINT SOFTWARE TECH LT Technology 15,066.0 $2.8M 0.07% NEW $185.58 -29.0%
105 CBOE CBOE GLOBAL MKTS INC Financial Services 9,970.0 $2.5M 0.06% NEW $250.95 +40.2%
106 AMP AMERIPRISE FINL INC Financial Services 4,303.0 $2.1M 0.05% NEW $490.36 -8.1%
107 NVR NVR INC Consumer Cyclical 279.0 $2.0M 0.05% NEW $7293.91 -17.1%
108 PTC PTC INC Technology 10,606.0 $1.8M 0.05% NEW $174.24 -15.1%
109 NI NISOURCE INC Utilities 41,624.0 $1.7M 0.04% NEW $41.75 +14.3%
110 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,850.0 $1.6M 0.04% NEW $203.18 +66.1%
111 PSTG PURE STORAGE INC Technology 22,418.0 $1.5M 0.04% NEW $67.00 +25.1%
112 DOC HEALTHPEAK PROPERTIES INC Real Estate 86,365.0 $1.4M 0.04% NEW $16.08 +22.1%
113 RPRX ROYALTY PHARMA PLC Healthcare 34,193.0 $1.3M 0.03% NEW $38.63 +37.3%
114 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 16,853.0 $1.0M 0.03% NEW $60.58 +4.1%
115 CDW CDW CORP Technology 7,245.0 $987K 0.03% NEW $136.23 -21.5%
116 WTRG ESSENTIAL UTILS INC Utilities 24,791.0 $951K 0.02% NEW $38.36 -4.7%
117 NWSA NEWS CORP NEW Communication Services 33,329.0 $871K 0.02% NEW $26.13 +0.5%
118 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 16,081.0 $751K 0.02% NEW $46.70 -8.4%
119 BCE BCE INC Communication Services 28,270.0 $675K 0.02% NEW $23.88 +2.1%
120 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,859.0 $611K 0.02% NEW $328.67 -22.7%
Page 6 of 7  ·  123 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Communication Services 22.3%
Financial Services 12.0%
Healthcare 9.2%
Industrials 9.0%
Consumer Cyclical 5.2%
Energy 2.6%
Consumer Defensive 1.7%
Real Estate 0.9%
Utilities 0.7%