Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.97B
Total Bought
$542.78M
Total Sold
$703.53M
Net Transaction
-$160.76M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PROLOGIS INC.(PLD)0568,984+568,984063,6072.14%+63,607
HCA HEALTHCARE INC(HCA)0112,923+112,923039,0351.31%+39,035
BLACKROCK INC(BLK)3,36435,460+32,0963,44833,5621.13%+30,114
BERKSHIRE HATHAWAY INC DEL35,83777,057+41,22016,24441,0391.38%+24,795
MARKETAXESS HLDGS INC(MKTX)0229,763+229,763049,7091.67%+49,709
SCHWAB CHARLES CORP(SCHW)0270,429+270,429021,1690.71%+21,169
PFIZER INC(PFE)788,8371,605,974+817,13720,92840,6951.37%+19,768
WELLS FARGO CO NEW(WFC)0236,427+236,427016,9730.57%+16,973
ABBVIE INC(ABBV)077,996+77,996016,3420.55%+16,342
AMERICAN WTR WKS CO INC NEW0353,298+353,298052,1191.75%+52,119
COTERRA ENERGY INC0505,683+505,683014,6140.49%+14,614
C H ROBINSON WORLDWIDE INC(CHRW)0138,830+138,830014,2160.48%+14,216
AES CORP(AES)01,577,652+1,577,652019,5940.66%+19,594
DOW INC(DOW)0346,688+346,688012,1060.41%+12,106
RB GLOBAL INC(RBA)341,950413,137+71,18730,84741,4351.39%+10,587
ADVANCED MICRO DEVICES INC(AMD)141,027262,622+121,59517,03526,9820.91%+9,947
VISA INC(V)34,20258,360+24,15810,80920,4540.69%+9,645
COSTAR GROUP INC(CSGP)0120,248+120,24809,5270.32%+9,527
ELI LILLY & CO(LLY)14,02624,363+10,33710,82820,1220.68%+9,294
AMAZON COM INC(AMZN)046,631+46,63108,8720.30%+8,872
ALLEGION PLC(ALLE)0203,951+203,951026,6080.89%+26,608
LYONDELLBASELL INDUSTRIES N
SHS - A -
0155,543+155,543010,9500.37%+10,950
EXXON MOBIL CORP0351,338+351,338041,7851.41%+41,785
HOME DEPOT INC(HD)086,667+86,667031,7631.07%+31,763
DEVON ENERGY CORP NEW(DVN)0193,477+193,47707,2360.24%+7,236
TYSON FOODS INC(TSN)0600,246+600,246038,3021.29%+38,302
CHEVRON CORP NEW(CVX)0254,094+254,094042,5071.43%+42,507
EXELIXIS INC(EXEL)60,275207,746+147,4712,0077,6700.26%+5,663
NOVO-NORDISK A S(NVO)10,14394,015+83,8728736,5280.22%+5,656
RYAN SPECIALTY HOLDINGS INC(RYAN)076,490+76,49005,6500.19%+5,650
JOHNSON & JOHNSON(JNJ)74,49997,511+23,01210,77416,1710.54%+5,397
AMPHENOL CORP NEW077,284+77,28405,0690.17%+5,069
BIOMARIN PHARMACEUTICAL INC(BMRN)071,489+71,48905,0540.17%+5,054
CROWN CASTLE INC(CCI)0326,884+326,884034,0711.15%+34,071
ASHLAND INC(ASH)079,318+79,31804,7030.16%+4,703
EVERSOURCE ENERGY(ES)01,075,943+1,075,943066,8272.25%+66,827
BIO-TECHNE CORP(TECH)074,460+74,46004,3660.15%+4,366
NEWMONT CORP(NEM)085,659+85,65904,1360.14%+4,136
GOLDMAN SACHS GROUP INC(GS)3,53011,177+7,6472,0216,1060.21%+4,085
MKS INSTRS INC(MKSI)060,094+60,09404,8170.16%+4,817
AEROVIRONMENT INC028,127+28,12703,3520.11%+3,352
MIDDLESEX WTR CO(MSEX)050,127+50,12703,2130.11%+3,213
AXALTA COATING SYS LTD(AXTA)096,649+96,64903,2060.11%+3,206
ABBOTT LABS0194,849+194,849025,8470.87%+25,847
HF SINCLAIR CORP(DINO)096,549+96,54903,1750.11%+3,175
AMER STATES WTR CO078,975+78,97506,2140.21%+6,214
WINNEBAGO INDS INC(WGO)0164,188+164,18805,6580.19%+5,658
JAZZ PHARMACEUTICALS PLC(JAZZ)024,023+24,02302,9820.10%+2,982
GE AEROSPACE(GE)014,110+14,11002,8240.09%+2,824
RTX CORPORATION(RTX)020,634+20,63402,7330.09%+2,733
PROCTER AND GAMBLE CO(PG)016,033+16,03302,7320.09%+2,732
AMERICAN TOWER CORP NEW(AMT)091,701+91,701019,9540.67%+19,954
UNDER ARMOUR INC(UA)01,339,991+1,339,99108,3750.28%+8,375
MEDTRONIC PLC(MDT)0263,596+263,596023,6870.80%+23,687
HANOVER INS GROUP INC(THG)053,452+53,45209,2980.31%+9,298
OVINTIV INC(OVV)803,060805,959+2,89932,52434,4951.16%+1,971
INVITATION HOMES INC(INVH)0757,969+757,969026,4150.89%+26,415
SBA COMMUNICATIONS CORP NEW(SBAC)0110,476+110,476024,3060.82%+24,306
LINDSAY CORP(LNN)011,860+11,86001,5010.05%+1,501
GREENBRIER COS INC(GBX)028,711+28,71101,4710.05%+1,471
INSTEEL INDS INC055,345+55,34501,4560.05%+1,456
KLA CORP(KLAC)02,093+2,09301,4230.05%+1,423
UNION PAC CORP(UNP)05,946+5,94601,4050.05%+1,405
SCHLUMBERGER LTD(SLB)0367,082+367,082015,3440.52%+15,344
EOG RES INC(EOG)0198,286+198,286025,4280.86%+25,428
MICRON TECHNOLOGY INC(MU)015,097+15,09701,3120.04%+1,312
FRANCO NEV CORP(FNV)048,096+48,09607,5780.25%+7,578
PAN AMERN SILVER CORP(PAAS)0459,990+459,990011,8820.40%+11,882
SIMULATIONS PLUS INC051,162+51,16201,2540.04%+1,254
GENERAL MTRS CO(GM)26,34656,412+30,0661,4032,6530.09%+1,250
MARVELL TECHNOLOGY INC(MRVL)019,244+19,24401,1850.04%+1,185
OSHKOSH CORP(OSK)075,947+75,94707,1450.24%+7,145
WEC ENERGY GROUP INC(WEC)0132,617+132,617014,4530.49%+14,453
KEURIG DR PEPPER INC(KDP)0608,670+608,670020,8290.70%+20,829
DUPONT DE NEMOURS INC(DD)098,054+98,05407,3230.25%+7,323
VICTORIAS SECRET AND CO(VSXY)041,881+41,88107780.03%+778
POTLATCHDELTIC CORPORATION0129,124+129,12405,8260.20%+5,826
BRISTOL-MYERS SQUIBB CO(BMY)222,089217,071-5,01812,56113,2390.45%+678
AVISTA CORP(AVA)0126,522+126,52205,2970.18%+5,297
YETI HLDGS INC(YETI)57,49585,690+28,1952,2142,8360.10%+622
JD.COM INC(JD)0451,903+451,903018,5820.62%+18,582
MICROSOFT CORP(MSFT)065,490+65,490024,5840.83%+24,584
BLACKSTONE MTG TR INC(BXMT)0140,232+140,23202,8050.09%+2,805
ZIMMER BIOMET HOLDINGS INC(ZBH)50,77050,555-2155,3635,7220.19%+359
CONOCOPHILLIPS(COP)014,055+14,05501,4760.05%+1,476
COSTCO WHSL CORP NEW(COST)011,328+11,328010,7140.36%+10,714
VALE S A0437,026+437,02604,3620.15%+4,362
NEXTRACKER INC52,62552,62501,9222,2180.07%+295
HORACE MANN EDUCATORS CORP N(HMN)81,23281,23203,1873,4710.12%+284
NATWEST GROUP PLC(NWG)021,306+21,30602540.01%+254
ROLLINS INC(ROL)0209,492+209,492011,3190.38%+11,319
HA SUSTAINABLE INFRA CAP INC(HASI)094,985+94,98502,7770.09%+2,777
EASTGROUP PPTYS INC(EGP)02,552+2,55204500.02%+450
COMPANHIA SIDERURGICA NACION(SID)0910,827+910,82701,5210.05%+1,521
CHESAPEAKE UTILS CORP(CPK)026,928+26,92803,4580.12%+3,458
CSX CORP(CSX)40,85748,046+7,1891,3181,4140.05%+96
AON PLC(AON)4,2944,102-1921,5421,6370.06%+95
PDD HOLDINGS INC(PDD)09,256+9,25601,0950.04%+1,095
COEUR MNG INC(CDE)0456,285+456,28502,7010.09%+2,701
LIGAND PHARMACEUTICALS INC(LGND)11,84712,917+1,0701,2691,3580.05%+89
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