Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$3.66B
Total Bought
$348.78M
Total Sold
$406.43M
Net Transaction
-$57.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
BANK AMERICA CORP2,786,7873,744,274+957,48793,831141,9993.88%+48,167
NEXTERA ENERGY INC(NEE)1,089,7101,550,384+460,67466,18999,0852.71%+32,896
CHEVRON CORP NEW(CVX)0150,209+150,209023,6940.65%+23,694
IDEXX LABS INC(IDXX)042,369+42,369022,8870.62%+22,887
STARBUCKS CORP(SBUX)12,782227,193+214,4111,22720,7630.57%+19,536
VEEVA SYS INC(VEEV)0158,359+158,359036,6901.00%+36,690
ROLLINS INC(ROL)0286,515+286,515013,2570.36%+13,257
CINCINNATI FINL CORP(CINF)0102,317+102,317012,7050.35%+12,705
BALL CORP671,753756,702+84,94938,63950,9671.39%+12,328
TARGET CORP(TGT)150,922181,754+30,83221,49432,2100.88%+10,716
NICE LTD(NICE)039,463+39,463010,2850.28%+10,285
WEC ENERGY GROUP INC(WEC)0123,860+123,860010,1710.28%+10,171
HONEYWELL INTL INC(HON)059,924+59,924012,2990.34%+12,299
DISNEY WALT CO(DIS)200,819219,765+18,94618,13226,8900.73%+8,758
TETRA TECH INC NEW(TTEK)066,674+66,674012,3150.34%+12,315
EXLSERVICE HOLDINGS INC(EXLS)0250,553+250,55307,9680.22%+7,968
EDWARDS LIFESCIENCES CORP596,417546,817-49,60045,47752,2541.43%+6,777
ADDUS HOMECARE CORP0131,124+131,124013,5500.37%+13,550
CONMED CORP(CNMD)080,894+80,89406,4780.18%+6,478
MATADOR RES CO(MTDR)0135,609+135,60909,0550.25%+9,055
OVINTIV INC(OVV)0848,304+848,304044,0271.20%+44,027
CELANESE CORP DEL(CE)220,126229,176+9,05034,20139,3891.08%+5,188
PIONEER NAT RES CO0135,686+135,686035,6180.97%+35,618
AMETEK INC025,170+25,17004,6040.13%+4,604
DYNATRACE INC(DT)098,295+98,29504,5650.12%+4,565
AES CORP(AES)0247,487+247,48704,4370.12%+4,437
SALESFORCE INC(CRM)022,188+22,18806,6830.18%+6,683
HEALTHPEAK PROPERTIES INC(DOC)0195,362+195,36203,6630.10%+3,663
STOCK YDS BANCORP INC(SYBT)069,952+69,95203,4210.09%+3,421
RB GLOBAL INC(RBA)0564,414+564,414042,9911.17%+42,991
THERMO FISHER SCIENTIFIC INC(TMO)94,84291,500-3,34250,34153,1811.45%+2,840
JPMORGAN CHASE & CO(JPM)170,264158,148-12,11628,96231,6770.87%+2,715
MASTERCARD INCORPORATED(MA)056,851+56,851027,3780.75%+27,378
CHART INDS INC(GTLS)016,673+16,67302,7460.07%+2,746
MEDTRONIC PLC(MDT)0276,495+276,495024,0970.66%+24,097
MICROSOFT CORP(MSFT)62,57561,513-1,06223,53125,8800.71%+2,349
DOMINOS PIZZA INC(DPZ)048,226+48,226023,9630.65%+23,963
KAISER ALUMINUM CORP(KALU)0186,760+186,760016,6890.46%+16,689
CAPITAL ONE FINL CORP(COF)0165,571+165,571024,6520.67%+24,652
BANCORP INC DEL(TBBK)051,515+51,51501,7240.05%+1,724
HELMERICH & PAYNE INC(HP)081,808+81,80803,4410.09%+3,441
TEXAS INSTRS INC(TXN)66,20374,138+7,93511,28512,9160.35%+1,631
PATTERSON-UTI ENERGY INC(PTEN)0271,145+271,14503,2370.09%+3,237
TRIMBLE INC(TRMB)023,716+23,71601,5260.04%+1,526
CONOCOPHILLIPS(COP)011,919+11,91901,5170.04%+1,517
EBAY INC.(EBAY)028,421+28,42101,5000.04%+1,500
GENERAL MTRS CO(GM)032,809+32,80901,4880.04%+1,488
AON PLC(AON)04,452+4,45201,4860.04%+1,486
SCHLUMBERGER LTD(SLB)026,990+26,99001,4790.04%+1,479
IDEX CORP(IEX)05,998+5,99801,4640.04%+1,464
MERCK & CO INC(MRK)010,959+10,95901,4460.04%+1,446
IOVANCE BIOTHERAPEUTICS INC(IOVA)212,745212,156-5891,7303,1440.09%+1,415
SYSCO CORP(SYY)19,17034,591+15,4211,4022,8080.08%+1,406
TYSON FOODS INC(TSN)885,349834,074-51,27547,58848,9831.34%+1,396
PAN AMERN SILVER CORP(PAAS)0818,733+818,733012,3460.34%+12,346
TYLER TECHNOLOGIES INC(TYL)03,251+3,25101,3820.04%+1,382
GLOBUS MED INC(GMED)288,867311,089+22,22215,39416,6870.46%+1,293
COSTCO WHSL CORP NEW(COST)017,144+17,144012,5600.34%+12,560
ONEOK INC NEW(OKE)0161,065+161,065012,9130.35%+12,913
MCCORMICK & CO INC(MKC)312,870293,714-19,15621,40722,5600.62%+1,154
FIRST FINL BANKSHARES INC(FFIN)516,118511,215-4,90315,63816,7730.46%+1,135
EOG RES INC(EOG)0180,477+180,477023,0720.63%+23,072
ALASKA AIR GROUP INC324,381317,589-6,79212,67413,6530.37%+980
APPLE INC(AAPL)101,987119,688+17,70119,63620,5240.56%+889
ALPHABET INC(GOOG)078,270+78,270011,8130.32%+11,813
CITIGROUP INC(C)575,667481,743-93,92429,61230,4650.83%+853
VISA INC(V)44,25744,257011,52212,3510.34%+829
BEST BUY INC(BBY)0220,367+220,367018,0770.49%+18,077
COMMUNITY BK SYS INC(CBU)131,883157,221+25,3386,8727,5510.21%+679
MEDPACE HLDGS INC(MEDP)06,772+6,77202,7370.07%+2,737
FORD MTR CO DEL(F)0688,558+688,55809,1440.25%+9,144
AGILENT TECHNOLOGIES INC(A)505,191487,117-18,07470,23770,8801.94%+644
XYLEM INC(XYL)115,642107,298-8,34413,22513,8670.38%+642
VITAL ENERGY INC85,13884,898-2403,8734,4610.12%+588
HANOVER INS GROUP INC(THG)064,699+64,69908,8100.24%+8,810
PHILLIPS 66(PSX)020,195+20,19503,2990.09%+3,299
WOLVERINE WORLD WIDE INC(WWW)0219,748+219,74802,4630.07%+2,463
KRONOS WORLDWIDE INC0389,448+389,44804,5950.13%+4,595
COEUR MNG INC(CDE)01,273,786+1,273,78604,8020.13%+4,802
ADOBE INC(ADBE)0903+90304560.01%+456
HOME DEPOT INC(HD)71,70665,966-5,74024,85025,3050.69%+455
INVITATION HOMES INC(INVH)0902,966+902,966032,1550.88%+32,155
METLIFE INC(MET)0140,710+140,710010,4280.28%+10,428
TOPGOLF CALLAWAY BRANDS CORP(CALY)159,376158,934-4422,2852,5700.07%+285
NASDAQ INC(NDAQ)837,251775,723-61,52848,67848,9481.34%+270
PRICE T ROWE GROUP INC(TROW)094,677+94,677011,5430.32%+11,543
LAUDER ESTEE COS INC(EL)144,425138,550-5,87521,12221,3570.58%+235
CIRRUS LOGIC INC(CRUS)025,432+25,43202,3540.06%+2,354
MORGAN STANLEY(MS)267,264267,069-19524,92225,1470.69%+225
EASTMAN CHEM CO(EMN)095,460+95,46009,5670.26%+9,567
BIO RAD LABS INC034,030+34,030011,7700.32%+11,770
TAIWAN SEMICONDUCTOR MFG LTD(TSM)012,741+12,74101,7330.05%+1,733
HENRY JACK & ASSOC INC(JKHY)209,082197,668-11,41434,16634,3410.94%+175
TRUIST FINL CORP(TFC)1,600,2261,520,125-80,10159,08059,2541.62%+174
HORACE MANN EDUCATORS CORP N(HMN)096,728+96,72803,5780.10%+3,578
DOLLAR GEN CORP NEW(DG)11,58211,185-3971,5751,7460.05%+171
TERRENO RLTY CORP(TRNO)084,616+84,61605,6190.15%+5,619
LYONDELLBASELL INDUSTRIES N
SHS - A -
026,059+26,05902,6650.07%+2,665
CHESAPEAKE UTILS CORP(CPK)36,33336,301-323,8383,8950.11%+57
CAESARS ENTERTAINMENT INC NE(CZR)40,71444,874+4,1601,9091,9630.05%+54
Page 1 of 1