Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.64B
Total Bought
$692.06M
Total Sold
$899.96M
Net Transaction
-$207.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GE VERNOVA INC(GEV)77971,470+70,69150962,3862.36%+61,877
COMMERCIAL METALS CO(CMC)182,031880,226+698,19512,60054,0722.05%+41,472
PINNACLE FINL PARTNERS INC(PNFP)0431,796+431,796037,1951.41%+37,195
HERSHEY CO(HSY)0169,471+169,471035,2311.33%+35,231
KENNAMETAL INC(KMT)0929,258+929,258033,5741.27%+33,574
BANK HAWAII CORP120,540493,580+373,0408,24136,6481.39%+28,407
ALBEMARLE CORP(ALB)0149,469+149,469026,8341.02%+26,834
PHILLIPS 66(PSX)62,574186,564+123,9908,07533,9881.29%+25,914
LAUDER ESTEE COS INC(EL)0351,793+351,793025,2480.96%+25,248
CINCINNATI FINL CORP(CINF)0159,066+159,066025,0290.95%+25,029
HUNTINGTON BANCSHARES INC(HBAN)01,556,349+1,556,349024,3570.92%+24,357
MAGNA INTL INC(MGA)150,869552,029+401,1608,04130,8091.17%+22,767
ELI LILLY & CO(LLY)24,88153,513+28,63226,73949,2201.86%+22,481
AMPHENOL CORP75,144247,014+171,87010,15531,2101.18%+21,055
DELL TECHNOLOGIES INC(DELL)0105,178+105,178017,2630.65%+17,263
MICROCHIP TECHNOLOGY INC.(MCHP)0263,505+263,505017,0250.64%+17,025
MARATHON PETE CORP(MPC)157,776168,342+10,56625,65941,1061.56%+15,447
SOUTHWEST AIRLS CO(LUV)150,436571,281+420,8456,21821,4630.81%+15,246
UNIVERSAL HLTH SVCS INC(UHS)0225,855+225,855040,4211.53%+40,421
NUTRIEN LTD(NTR)436,521532,230+95,70927,25340,5611.54%+13,309
NUCOR CORP(NUE)120,328194,421+74,09319,62732,8771.25%+13,250
HEWLETT PACKARD ENTERPRISE C(HPE)0531,408+531,408012,6530.48%+12,653
DOLLAR GEN CORP(DG)0102,559+102,559012,1770.46%+12,177
AGCO CORP097,174+97,174011,2600.43%+11,260
FREEPORT MCMORAN INC(FCX)0181,052+181,052010,6420.40%+10,642
BOEING CO(BA)052,488+52,488010,4470.40%+10,447
HF SINCLAIR CORP(DINO)1,873,5411,538,674-334,86786,33395,9983.64%+9,665
SLB LIMITED(SLB)541,768560,101+18,33320,79328,7841.09%+7,991
TUTOR PERINI CORP(TPC)094,969+94,96907,3310.28%+7,331
ANALOG DEVICES INC(ADI)021,229+21,22906,7540.26%+6,754
GE AEROSPACE(GE)028,709+28,70908,1470.31%+8,147
WEST PHARMACEUTICAL SVSC INC(WST)021,606+21,60605,4150.21%+5,415
AERCAP HOLDINGS NV(AER)037,158+37,15805,0970.19%+5,097
TE CONNECTIVITY PLC(TEL)024,219+24,21905,0620.19%+5,062
CVR ENERGY INC(CVI)0119,962+119,96204,0370.15%+4,037
PBF ENERGY INC(PBF)082,564+82,56403,9320.15%+3,932
MATADOR RES CO(MTDR)0187,021+187,021011,8160.45%+11,816
CHEVRON CORPORATION(CVX)0115,459+115,459023,8880.90%+23,888
LITTELFUSE INC(LFUS)46,34044,321-2,01911,72015,0400.57%+3,320
ADVANCE AUTO PARTS INC(AAP)062,759+62,75903,3110.13%+3,311
SSR MINING IN(SSRM)0109,285+109,28503,2130.12%+3,213
MARVELL TECHNOLOGY INC(MRVL)1,022,834909,757-113,07786,92090,1113.41%+3,191
EXXON MOBIL CORP0103,571+103,571017,5720.67%+17,572
FLOWSERVE CORP(FLS)340,064359,168+19,10423,59426,4021.00%+2,809
EQUINIX INC(EQIX)55,07945,914-9,16542,19945,0071.70%+2,807
SUPERNUS PHARMACEUTICALS(SUPN)052,790+52,79002,7290.10%+2,729
POLARIS INC(PII)050,034+50,03402,7270.10%+2,727
UNIVERSAL INS HLDGS INC(UVE)078,883+78,88302,6950.10%+2,695
UNITED BANKSHARES INC WEST V(UBSI)063,924+63,92402,6480.10%+2,648
PROG HOLDINGS INC(PRG)091,794+91,79402,6340.10%+2,634
RADIAN GROUP INC(RDN)078,800+78,80002,6070.10%+2,607
ANGLOGOLD ASHANTI PLC(AU)11,72111,543-17816,79818,9580.72%+2,160
HELMERICH & PAYNE INC(HP)333,842323,415-10,4279,57511,6530.44%+2,078
DEVON ENERGY CORP NEW(DVN)0148,114+148,11407,4530.28%+7,453
AVEANNA HEALTHCARE HLDGS INC(AVAH)0312,997+312,99702,0160.08%+2,016
COSTCO WHOLESALE CORPORATION(COST)010,198+10,198010,1620.38%+10,162
POPULAR INC(BPOP)012,903+12,90301,7310.07%+1,731
KODIAK GAS SVCS INC(KGS)73,40373,40302,7454,2810.16%+1,536
WARRIOR MET COAL INC(HCC)015,963+15,96301,4870.06%+1,487
CRESCENT ENERGY COMPANY(CRGY)285,955285,95502,3993,8600.15%+1,461
EOG RES INC(EOG)0132,207+132,207019,1130.72%+19,113
MORGAN STANLEY(MS)123,879141,396+17,51721,99223,2700.88%+1,277
OVINTIV INC(OVV)062,011+62,01103,6810.14%+3,681
SM ENERGY COMPANY(SM)096,937+96,93703,0220.11%+3,022
DANA INC(DAN)115,653115,65302,7483,8920.15%+1,144
NEWMONT CORP(NEM)132,079132,079013,18814,2980.54%+1,109
INSTEEL INDS INC080,770+80,77002,7150.10%+2,715
GLACIER BANCORP INC NEW(GBCI)01,194,324+1,194,324053,3502.02%+53,350
MONOLITHIC PWR SYS INC(MPWR)04,375+4,37504,7830.18%+4,783
GETTY RLTY CORP NEW(GTY)0245,978+245,97807,8220.30%+7,822
KAISER ALUMINIUM CORPORATION(KALU)123,336123,381+4514,16614,8690.56%+702
JBS N.V.(JBS)030,482+30,48205470.02%+547
AMEREN CORP(AEE)049,989+49,98905,4950.21%+5,495
CIRRUS LOGIC INC(CRUS)018,859+18,85902,7270.10%+2,727
EXCELERATE ENERGY INC(EE)92,32092,32002,5903,0850.12%+496
AGNICO EAGLE MINES LTD(AEM)08,883+8,88302,5070.09%+2,507
CORE NATURAL RESOURCES INC(CNR)26,79526,79502,3722,8060.11%+435
LIGAND PHARMACEUTICALS INC(LGND)12,29113,733+1,4422,3242,7420.10%+418
HA SUSTAINABLE INFRA CAP INC(HASI)076,481+76,48102,8110.11%+2,811
PENN ENTERTAINMENT INC(PENN)0176,854+176,85402,6580.10%+2,658
LAKELAND FINL CORP(LKFN)0453,232+453,232026,0060.99%+26,006
COLLIERS INTL GROUP INC(CIGI)03,449+3,44903690.01%+369
BROOKFIELD INFRASTRUCTURE CO(BIPC)08,611+8,61103400.01%+340
STERLING INFRASTRUCTURE INC(STRL)0637+63702590.01%+259
TERRENO RLTY CORP(TRNO)082,264+82,26405,0530.19%+5,053
PORTLAND GEN ELEC CO(POR)043,680+43,68002,3050.09%+2,305
ASTEC INDS INC03,774+3,77402030.01%+203
ESSENTIAL UTILS INC(WTRG)0105,602+105,60204,2530.16%+4,253
RYERSON HLDG CORP(RYZ)08,916+8,91602000.01%+200
VISTRA CORP(VST)01,330+1,33002000.01%+200
COEUR MNG INC(CDE)172,068172,06803,0683,2300.12%+162
M & T BK CORP(MTB)028,038+28,03805,7960.22%+5,796
WATTS WATER TECHNOLOGIES INC(WTS)09,209+9,20902,6730.10%+2,673
XP INC(XP)053,137+53,13701,0120.04%+1,012
MKS INC.(MKSI)85,59060,067-25,52313,67713,8040.52%+127
VIKING HOLDINGS LTD(VIK)56,67856,67804,0474,1650.16%+117
SCOTTS MIRACLE-GRO CO(SMG)45,53445,620+862,6572,7740.11%+117
STOCK YDS BANCORP INC(SYBT)035,479+35,47902,3520.09%+2,352
NEXTPOWER INC023,310+23,31002,8100.11%+2,810
WORTHINGTON ENTERPRISES INC(WOR)95,71395,893+1804,9365,0000.19%+64
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