Stock Taper 
AEGON ASSET MANAGEMENT UK PLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mohawk Industries, Inc. | MHK | 230.38K | $27.95M |
 O'Reilly Automotive, Inc. | ORLY | 215.05K | $19.8M |
 Pfizer Inc. | PFE | 215.05K | $5.18M |
 Lam Research Corporation | LRCX | 213.68K | $92.59M |
 Palantir Technologies Inc. | PLTR | 211.04K | $24.62M |
 The TJX Companies, Inc. | TJX | 208.67K | $31.61M |
 Tesla, Inc. | TSLA | 206.09K | $86.68M |
 PulteGroup, Inc. | PHM | 203.05K | $27.86M |
 Cloudflare, Inc. | NET | 193.23K | $47.39M |
 Gilead Sciences, Inc. | GILD | 192.15K | $24.28M |
 Cummins Inc. | CMI | 188.2K | $134.23M |
 Chevron Corporation | CVX | 187.22K | $31.03M |
 The Home Depot, Inc. | HD | 175.53K | $61.91M |
 GE Aerospace | GE | 173.85K | $64.97M |
 Darden Restaurants, Inc. | DRI | 163.83K | $33.75M |
 Crocs, Inc. | CROX | 156.86K | $18.92M |
 American Tower Corporation | AMT | 150.17K | $24.56M |
 Stifel Financial Corp | SF | 146.85K | $10.25M |
 Republic Services, Inc. | RSG | 146.34K | $31.18M |
 Xylem Inc. | XYL | 146.06K | $17.27M |