Stock Taper

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Targa Resources Corp.TRGP47.48K$12.73M
Eli Lilly and CompanyLLY47.93K$57.49M
Phillips 66PSX48.89K$8.26M
Pentair plcPNR48.98K$3.75M
Advanced Micro Devices, Inc.AMD49.25K$28.61M
Caterpillar Inc.CAT50.2K$53.45M
Iron Mountain IncorporatedIRM50.59K$6.39M
S&P Global Inc.SPGI51.36K$20.92M
CACI International IncCACI51.89K$24.04M
Palo Alto Networks, Inc.PANW51.97K$17.72M
CBRE Group, Inc.CBRE52.45K$7.06M
Linde plcLIN53.74K$27.89M
Walmart Inc.WMT54.53K$6.18M
The Home Depot, Inc.HD54.55K$19.24M
Zoetis Inc.ZTS54.63K$3.93M
Digital Realty Trust, Inc.DLR55.48K$9.96M
Micron Technology, Inc.MU55.93K$64.56M
Tesla, Inc.TSLA59.8K$25.15M
The Progressive CorporationPGR61.55K$13.45M
Avery Dennison CorporationAVY63.09K$10.24M