Van Lanschot Kempen Investment Management as of March 31, 2026
Portfolio Holdings for Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management holds 240 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $648M | 1.7M | 370.16 | |
| Alphabet Inc Cap Stk Cl A Cl A (GOOGL) | 5.0 | $568M | 2.0M | 287.56 | |
| Booking Holdings (BKNG) | 4.9 | $562M | 134k | 4210.30 | |
| Nxp Semiconductors N V (NXPI) | 4.8 | $543M | 2.8M | 196.86 | |
| Markel Corporation (MKL) | 3.8 | $433M | 226k | 1914.07 | |
| Meta Platforms Inc Cl A Cl A (META) | 3.8 | $431M | 754k | 572.13 | |
| Kkr & Co (KKR) | 3.5 | $402M | 4.3M | 92.50 | |
| Brown & Brown (BRO) | 3.4 | $383M | 5.9M | 65.21 | |
| Amazon (AMZN) | 3.3 | $371M | 1.8M | 208.27 | |
| Littelfuse (LFUS) | 2.9 | $334M | 983k | 339.35 | |
| Spotify Technology S A SHS (SPOT) | 2.9 | $329M | 679k | 484.91 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.8 | $322M | 953k | 337.95 | |
| Corpay SHS (CPAY) | 2.3 | $265M | 912k | 290.99 | |
| Lennar Corp Cl A Cl A (LEN) | 2.0 | $231M | 2.7M | 86.84 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $217M | 441k | 491.53 | |
| Chubb (CB) | 1.9 | $213M | 652k | 325.93 | |
| Ptc (PTC) | 1.8 | $209M | 1.5M | 142.49 | |
| NVIDIA Corporation (NVDA) | 1.6 | $187M | 1.1M | 174.39 | |
| Visa Inc Com Cl A Cl A (V) | 1.6 | $180M | 594k | 302.23 | |
| Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) | 1.4 | $160M | 333k | 479.20 | |
| Apple (AAPL) | 1.3 | $143M | 564k | 253.77 | |
| Zoetis Inc Cl A Cl A (ZTS) | 1.1 | $124M | 1.1M | 118.21 | |
| NVR (NVR) | 1.0 | $117M | 18k | 6589.83 | |
| Analog Devices (ADI) | 1.0 | $113M | 355k | 318.14 | |
| Icon SHS (ICLR) | 0.9 | $102M | 919k | 110.66 | |
| Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.8 | $93M | 130.00 | 718140.00 | |
| Broadcom (AVGO) | 0.7 | $77M | 249k | 309.49 | |
| Bank of America Corporation (BAC) | 0.6 | $66M | 1.4M | 48.75 | |
| Merck & Co (MRK) | 0.6 | $63M | 523k | 120.29 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $61M | 208k | 294.14 | |
| Procter & Gamble Company (PG) | 0.5 | $58M | 400k | 144.44 | |
| Prologis (PLD) | 0.5 | $54M | 409k | 132.18 | |
| Pepsi (PEP) | 0.5 | $53M | 340k | 155.29 | |
| Jabil Circuit (JBL) | 0.5 | $52M | 196k | 265.63 | |
| WESCO International (WCC) | 0.5 | $52M | 190k | 273.62 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $50M | 256k | 195.98 | |
| Invitation Homes (INVH) | 0.4 | $50M | 2.0M | 24.85 | |
| Caci Intl Inc Cl A Cl A (CACI) | 0.4 | $50M | 91k | 543.87 | |
| Akamai Technologies (AKAM) | 0.4 | $49M | 425k | 114.85 | |
| Noble Corp Plc Ord Shs A Shs A (NE) | 0.4 | $48M | 969k | 49.07 | |
| Lyondellbasell Industries Nv Shs - A - Shs - A - (LYB) | 0.4 | $47M | 588k | 80.56 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $46M | 237k | 194.14 | |
| Public Service Enterprise (PEG) | 0.4 | $44M | 544k | 80.95 | |
| Brunswick Corporation (BC) | 0.4 | $44M | 603k | 72.76 | |
| Fidelity National Information Services (FIS) | 0.4 | $44M | 928k | 46.91 | |
| Eli Lilly & Co. (LLY) | 0.4 | $42M | 46k | 919.69 | |
| Wintrust Financial Corporation (WTFC) | 0.4 | $41M | 295k | 138.94 | |
| Advanced Drain Sys Inc Del (WMS) | 0.4 | $40M | 295k | 137.13 | |
| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.4 | $40M | 203k | 198.29 | |
| Cnh Indl N V SHS (CNH) | 0.3 | $40M | 3.6M | 11.00 | |
| Omni (OMC) | 0.3 | $39M | 515k | 75.31 | |
| Citigroup Com New (C) | 0.3 | $38M | 333k | 113.41 | |
| Gilead Sciences (GILD) | 0.3 | $37M | 267k | 139.37 | |
| Tronox Holdings SHS (TROX) | 0.3 | $37M | 3.8M | 9.77 | |
| Caterpillar (CAT) | 0.3 | $36M | 51k | 708.43 | |
| Align Technology (ALGN) | 0.3 | $36M | 212k | 171.43 | |
| Vishay Intertechnology (VSH) | 0.3 | $36M | 2.0M | 18.00 | |
| Blackrock (BLK) | 0.3 | $35M | 36k | 961.64 | |
| Ats (ATS) | 0.3 | $34M | 864k | 39.21 | |
| Rbc Cad (RY) | 0.3 | $34M | 152k | 221.74 | |
| SYSCO Corporation (SYY) | 0.3 | $34M | 471k | 71.33 | |
| Encompass Health Corp (EHC) | 0.3 | $34M | 347k | 96.73 | |
| Stag Industrial (STAG) | 0.3 | $33M | 922k | 36.06 | |
| Msc Indl Direct Inc Cl A Cl A (MSM) | 0.3 | $33M | 359k | 92.27 | |
| Medtronic SHS (MDT) | 0.3 | $33M | 379k | 86.65 | |
| Lam Research Corp Com New (LRCX) | 0.3 | $32M | 149k | 213.64 | |
| Nexstar Media Group Com Stk (NXST) | 0.3 | $32M | 175k | 180.83 | |
| Nike Inc Cl B CL B (NKE) | 0.3 | $32M | 598k | 52.82 | |
| Coca-Cola Company (KO) | 0.3 | $30M | 400k | 76.05 | |
| Williams Companies (WMB) | 0.3 | $29M | 401k | 72.78 | |
| Mohawk Industries (MHK) | 0.3 | $29M | 296k | 98.46 | |
| Chesapeake Energy Corp (EXE) | 0.3 | $29M | 264k | 109.78 | |
| Westlake Chemical Corporation (WLK) | 0.3 | $29M | 244k | 116.82 | |
| Simon Property (SPG) | 0.2 | $27M | 143k | 186.53 | |
| Autoliv (ALV) | 0.2 | $26M | 251k | 105.16 | |
| Linde SHS (LIN) | 0.2 | $26M | 53k | 495.73 | |
| Thermon Group Holdings | 0.2 | $26M | 517k | 50.40 | |
| Lumentum Hldgs (LITE) | 0.2 | $26M | 36k | 702.76 | |
| Ge Vernova (GEV) | 0.2 | $25M | 29k | 872.81 | |
| Nextera Energy (NEE) | 0.2 | $25M | 267k | 92.88 | |
| Strategic Education (STRA) | 0.2 | $25M | 297k | 82.96 | |
| Deere & Company (DE) | 0.2 | $24M | 43k | 563.25 | |
| Equinix (EQIX) | 0.2 | $24M | 24k | 980.18 | |
| Timken Company (TKR) | 0.2 | $24M | 233k | 100.57 | |
| Stifel Financial (SF) | 0.2 | $23M | 317k | 73.92 | |
| Applied Materials (AMAT) | 0.2 | $23M | 68k | 341.75 | |
| Henry Schein (HSIC) | 0.2 | $23M | 306k | 73.70 | |
| Welltower Inc Com reit (WELL) | 0.2 | $22M | 109k | 197.71 | |
| Entergy Corporation (ETR) | 0.2 | $22M | 192k | 112.36 | |
| Tesla Motors (TSLA) | 0.2 | $21M | 57k | 371.75 | |
| Kinder Morgan (KMI) | 0.2 | $21M | 628k | 33.53 | |
| TJX Companies (TJX) | 0.2 | $20M | 127k | 159.69 | |
| Ecolab (ECL) | 0.2 | $20M | 74k | 266.00 | |
| Costco Wholesale Corporation (COST) | 0.2 | $19M | 19k | 996.28 | |
| Cheniere Energy Com New (LNG) | 0.2 | $19M | 67k | 283.76 | |
| Oracle Corporation (ORCL) | 0.2 | $19M | 129k | 147.10 | |
| American Homes 4 Rent Cl A Cl A (AMH) | 0.2 | $19M | 674k | 27.92 | |
| Envista Hldgs Corp (NVST) | 0.2 | $19M | 742k | 25.37 | |
| Cadence Design Systems (CDNS) | 0.2 | $19M | 67k | 277.84 | |
| Mastercard Incorporated Cl A Cl A (MA) | 0.2 | $18M | 37k | 499.63 | |
| Netflix (NFLX) | 0.2 | $18M | 190k | 96.14 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $18M | 39k | 460.94 | |
| Abbott Laboratories (ABT) | 0.2 | $18M | 175k | 102.67 | |
| Chevron Corporation (CVX) | 0.2 | $18M | 86k | 206.90 | |
| Home Depot (HD) | 0.2 | $18M | 54k | 328.86 | |
| Ge Aerospace Com New (GE) | 0.2 | $18M | 62k | 283.75 | |
| salesforce (CRM) | 0.2 | $18M | 94k | 186.66 | |
| Boston Scientific Corporation (BSX) | 0.2 | $18M | 278k | 62.75 | |
| Ferguson Enterprises Com New (FERG) | 0.2 | $17M | 75k | 233.23 | |
| S&p Global (SPGI) | 0.2 | $17M | 41k | 425.28 | |
| Micron Technology (MU) | 0.2 | $17M | 51k | 337.81 | |
| Qiagen Nv Ord Shares SHS (QGEN) | 0.2 | $17M | 431k | 40.04 | |
| Tc Energy Corp (TRP) | 0.2 | $17M | 198k | 86.96 | |
| PPL Corporation (PPL) | 0.1 | $17M | 446k | 38.20 | |
| Gentex Corporation (GNTX) | 0.1 | $17M | 775k | 21.85 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $16M | 148k | 109.47 | |
| Abbvie (ABBV) | 0.1 | $15M | 69k | 217.46 | |
| Brookfield Corp Cl A Ltd Vt Sh SH (BN) | 0.1 | $15M | 266k | 56.37 | |
| Cisco Systems (CSCO) | 0.1 | $15M | 193k | 77.58 | |
| MercadoLibre (MELI) | 0.1 | $15M | 8.6k | 1728.87 | |
| Colgate-Palmolive Company (CL) | 0.1 | $15M | 174k | 85.22 | |
| Tennant Company (TNC) | 0.1 | $15M | 223k | 66.40 | |
| Arista Networks SHS (ANET) | 0.1 | $15M | 121k | 122.76 | |
| Aar (AIR) | 0.1 | $14M | 132k | 109.46 | |
| Edwards Lifesciences (EW) | 0.1 | $14M | 171k | 80.07 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $14M | 55k | 244.16 | |
| Public Storage (PSA) | 0.1 | $13M | 49k | 270.87 | |
| American Electric Power Company (AEP) | 0.1 | $13M | 102k | 131.08 | |
| First Horizon National Corporation (FHN) | 0.1 | $13M | 580k | 22.76 | |
| Baker Hughes Company Cl A Cl A (BKR) | 0.1 | $13M | 216k | 61.05 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $13M | 168k | 77.08 | |
| West Pharmaceutical Services (WST) | 0.1 | $13M | 52k | 250.62 | |
| West Fraser Timb (WFG) | 0.1 | $13M | 140k | 91.05 | |
| Yeti Hldgs (YETI) | 0.1 | $13M | 341k | 36.59 | |
| Targa Res Corp (TRGP) | 0.1 | $12M | 48k | 250.73 | |
| Crocs (CROX) | 0.1 | $12M | 144k | 83.02 | |
| Progressive Corporation (PGR) | 0.1 | $12M | 60k | 198.21 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $12M | 13k | 895.22 | |
| Emera (EMA) | 0.1 | $12M | 163k | 72.11 | |
| Enbridge (ENB) | 0.1 | $11M | 147k | 75.35 | |
| Eaton Corp SHS (ETN) | 0.1 | $11M | 31k | 357.66 | |
| Peak (DOC) | 0.1 | $11M | 672k | 16.43 | |
| Ventas (VTR) | 0.1 | $11M | 134k | 81.78 | |
| American Water Works (AWK) | 0.1 | $11M | 80k | 136.08 | |
| Consolidated Edison (ED) | 0.1 | $11M | 94k | 113.18 | |
| Norfolk Southern (NSC) | 0.1 | $11M | 37k | 287.00 | |
| Wp Carey (WPC) | 0.1 | $11M | 155k | 67.96 | |
| Union Pacific Corporation (UNP) | 0.1 | $11M | 43k | 242.61 | |
| Wells Fargo & Company (WFC) | 0.1 | $10M | 130k | 79.61 | |
| American Tower Reit (AMT) | 0.1 | $10M | 59k | 172.58 | |
| Newmont Mining Corporation (NEM) | 0.1 | $10M | 94k | 108.25 | |
| Tripadvisor (TRIP) | 0.1 | $10M | 953k | 10.66 | |
| Digital Realty Trust (DLR) | 0.1 | $10M | 56k | 180.21 | |
| McDonald's Corporation (MCD) | 0.1 | $10M | 32k | 310.78 | |
| Danaher Corporation (DHR) | 0.1 | $10M | 53k | 189.57 | |
| Vici Pptys (VICI) | 0.1 | $9.9M | 363k | 27.32 | |
| Phillips 66 (PSX) | 0.1 | $9.8M | 54k | 182.18 | |
| Luxfer Hldgs SHS (LXFR) | 0.1 | $9.7M | 796k | 12.18 | |
| FirstEnergy (FE) | 0.1 | $9.6M | 190k | 50.66 | |
| First Solar (FSLR) | 0.1 | $9.1M | 46k | 197.26 | |
| Palo Alto Networks (PANW) | 0.1 | $9.0M | 56k | 160.32 | |
| Alliant Energy Corporation (LNT) | 0.1 | $8.9M | 124k | 71.76 | |
| Verizon Communications (VZ) | 0.1 | $8.6M | 171k | 50.20 | |
| Rollins (ROL) | 0.1 | $8.4M | 157k | 53.40 | |
| AvalonBay Communities (AVB) | 0.1 | $8.3M | 51k | 163.35 | |
| Sherwin-Williams Company (SHW) | 0.1 | $7.9M | 25k | 320.53 | |
| Regency Centers Corporation (REG) | 0.1 | $7.7M | 101k | 75.66 | |
| Iqvia Holdings (IQV) | 0.1 | $7.6M | 45k | 170.54 | |
| Southern Company (SO) | 0.1 | $7.6M | 78k | 96.52 | |
| IDEX Corporation (IEX) | 0.1 | $7.4M | 39k | 189.55 | |
| Intercontinental Exchange (ICE) | 0.1 | $7.3M | 47k | 157.28 | |
| Garmin SHS (GRMN) | 0.1 | $7.3M | 31k | 231.94 | |
| Dominion Resources (D) | 0.1 | $7.2M | 117k | 61.82 | |
| Yum China Holdings (YUMC) | 0.1 | $7.2M | 148k | 48.78 | |
| Cbre Group Inc Cl A Cl A (CBRE) | 0.1 | $7.1M | 52k | 135.46 | |
| Mid-America Apartment (MAA) | 0.1 | $7.1M | 58k | 122.12 | |
| Amphenol Corp Cl A Cl A (APH) | 0.1 | $7.0M | 55k | 126.35 | |
| Marsh & McLennan Companies (MRSH) | 0.1 | $6.9M | 40k | 173.45 | |
| CSX Corporation (CSX) | 0.1 | $6.8M | 165k | 41.05 | |
| Wal-Mart Stores (WMT) | 0.1 | $6.7M | 54k | 124.27 | |
| Moody's Corporation (MCO) | 0.1 | $6.6M | 15k | 436.25 | |
| Tyler Technologies (TYL) | 0.1 | $6.5M | 19k | 342.37 | |
| Stryker Corporation (SYK) | 0.1 | $6.5M | 20k | 328.58 | |
| Jack Henry & Associates (JKHY) | 0.1 | $6.5M | 41k | 158.04 | |
| Trane Technologies SHS (TT) | 0.1 | $6.3M | 15k | 416.62 | |
| Extra Space Storage (EXR) | 0.1 | $6.2M | 47k | 131.13 | |
| Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) | 0.1 | $6.1M | 21k | 286.78 | |
| UnitedHealth (UNH) | 0.1 | $5.9M | 22k | 270.59 | |
| Mueller Wtr Prods Inc Com Ser A Com Ser A (MWA) | 0.0 | $5.5M | 201k | 27.49 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $5.5M | 194k | 28.21 | |
| Cubesmart (CUBE) | 0.0 | $5.4M | 148k | 36.65 | |
| Transalta Corp (TAC) | 0.0 | $5.3M | 291k | 18.29 | |
| Pennymac Financial Services (PFSI) | 0.0 | $5.2M | 60k | 87.40 | |
| Broadridge Financial Solutions (BR) | 0.0 | $5.2M | 32k | 162.48 | |
| Iron Mountain (IRM) | 0.0 | $5.2M | 51k | 102.14 | |
| LXP Industrial Trust (LXP) | 0.0 | $5.1M | 110k | 46.26 | |
| Omega Healthcare Investors (OHI) | 0.0 | $4.7M | 108k | 43.82 | |
| Pentair SHS (PNR) | 0.0 | $4.5M | 51k | 87.08 | |
| Pinnacle Finl Partners (PNFP) | 0.0 | $4.4M | 51k | 86.14 | |
| Transportadora De Gas Del Su Sponsored Ads B Sponsored Ads (TGS) | 0.0 | $4.4M | 126k | 34.61 | |
| SJW (HTO) | 0.0 | $4.2M | 72k | 58.67 | |
| Republic Services (RSG) | 0.0 | $3.9M | 18k | 219.02 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $3.9M | 20k | 197.44 | |
| Gulfport Energy Corp Common Shares SHS (GPOR) | 0.0 | $3.9M | 18k | 211.57 | |
| Servicenow (NOW) | 0.0 | $3.9M | 37k | 104.55 | |
| Snap-on Incorporated (SNA) | 0.0 | $3.8M | 11k | 363.11 | |
| American Healthcare Reit SHS (AHR) | 0.0 | $3.7M | 79k | 47.16 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $3.6M | 81k | 44.37 | |
| Host Hotels & Resorts (HST) | 0.0 | $3.4M | 179k | 19.16 | |
| Builders FirstSource (BLDR) | 0.0 | $3.1M | 38k | 82.33 | |
| PG&E Corporation (PCG) | 0.0 | $2.8M | 160k | 17.57 | |
| Venture Global Inc Com Cl A Cl A (VG) | 0.0 | $2.8M | 177k | 15.76 | |
| Tidewater (TDW) | 0.0 | $2.7M | 32k | 83.55 | |
| Thomson Reuters Corp. | 0.0 | $2.7M | 30k | 90.22 | |
| Essential Properties Realty reit (EPRT) | 0.0 | $2.6M | 87k | 30.36 | |
| Palantir Technologies Inc Cl A Cl A (PLTR) | 0.0 | $2.5M | 17k | 146.28 | |
| Constellation Energy (CEG) | 0.0 | $2.4M | 8.7k | 279.17 | |
| Healthcare Realty T (HR) | 0.0 | $2.0M | 121k | 16.99 | |
| Realty Income (O) | 0.0 | $1.9M | 32k | 61.18 | |
| Apple Hospitality Reit Com New (APLE) | 0.0 | $1.8M | 157k | 11.51 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $1.7M | 36k | 46.42 | |
| Cousins Pptys Com New (CUZ) | 0.0 | $1.5M | 66k | 22.57 | |
| Warner Bros Discovery Inc Com Ser A Com Ser A (WBD) | 0.0 | $1.1M | 42k | 27.46 | |
| Americold Rlty Tr (COLD) | 0.0 | $1.1M | 97k | 11.46 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $1.1M | 116k | 9.37 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $879k | 56k | 15.65 | |
| Kimco Realty Corporation (KIM) | 0.0 | $663k | 30k | 22.47 | |
| Msa Safety Inc equity (MSA) | 0.0 | $311k | 1.9k | 163.95 | |
| Federal Rlty Invt Tr New Sh Ben Int Sh Ben Int New (FRT) | 0.0 | $207k | 1.9k | 106.21 | |
| Macerich Company (MAC) | 0.0 | $185k | 9.8k | 18.90 | |
| McKesson Corporation (MCK) | 0.0 | $173k | 200.00 | 865.11 | |
| Electronic Arts (EA) | 0.0 | $146k | 715.00 | 203.81 | |
| Rogers Communications Inc Cl B CL B (RCI) | 0.0 | $136k | 3.5k | 38.44 | |
| Anthem (ELV) | 0.0 | $121k | 414.00 | 292.66 | |
| Fox Corporation (FOX) | 0.0 | $120k | 2.3k | 53.08 | |
| Humana (HUM) | 0.0 | $119k | 685.00 | 173.34 | |
| Ameriprise Financial (AMP) | 0.0 | $95k | 213.00 | 444.27 | |
| AutoZone (AZO) | 0.0 | $95k | 28.00 | 3376.79 | |
| Firstservice Corp (FSV) | 0.0 | $32k | 233.00 | 139.05 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.4k | 44.00 | 32.73 |
