Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$3.26B
Total Bought
$318.12M
Total Sold
$731.06M
Net Transaction
-$412.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
EXXON MOBIL CORP0310,334+310,334035,7261.10%+35,726
AIR PRODS & CHEMS INC0130,441+130,441033,6601.03%+33,660
HONEYWELL INTL INC(HON)59,924210,902+150,97812,29945,0361.38%+32,737
CHEVRON CORP NEW(CVX)150,209243,015+92,80623,69438,0121.17%+14,318
JD.COM INC(JD)0521,365+521,365013,4720.41%+13,472
MERIT MED SYS INC(MMSI)0136,931+136,931011,7690.36%+11,769
DOMINOS PIZZA INC(DPZ)48,22666,934+18,70823,96334,5601.06%+10,597
UNITEDHEALTH GROUP INC(UNH)020,597+20,597010,4890.32%+10,489
AMERICAN WTR WKS CO INC NEW0257,294+257,294033,2321.02%+33,232
INDEPENDENT BK CORP MASS(INDB)0220,079+220,079011,1620.34%+11,162
SCHLUMBERGER LTD(SLB)26,990227,046+200,0561,47910,7120.33%+9,233
AMERICAN TOWER CORP NEW(AMT)0107,920+107,920020,9770.64%+20,977
TERRENO RLTY CORP(TRNO)84,616246,858+162,2425,61914,6090.45%+8,991
DIGITAL RLTY TR INC(DLR)058,271+58,27108,8600.27%+8,860
MATADOR RES CO(MTDR)135,609284,870+149,2619,05516,9780.52%+7,924
EVERGY INC(EVRG)0133,787+133,78707,0870.22%+7,087
TYLER TECHNOLOGIES INC(TYL)3,25116,252+13,0011,3828,1710.25%+6,789
EQUINIX INC(EQIX)08,663+8,66306,5540.20%+6,554
PROLOGIS INC.(PLD)051,324+51,32405,7640.18%+5,764
APTIV PLC(APTV)0279,210+279,210019,6620.60%+19,662
ANSYS INC012,246+12,24603,9370.12%+3,937
CONSTELLATION BRANDS INC(STZ)015,109+15,10903,8870.12%+3,887
VALE S A0398,758+398,75804,4540.14%+4,454
UNDER ARMOUR INC(UA)0835,874+835,87405,5750.17%+5,575
PINNACLE FINL PARTNERS INC043,195+43,19503,4570.11%+3,457
SALESFORCE INC(CRM)22,18839,054+16,8666,68310,0410.31%+3,358
ASBURY AUTOMOTIVE GROUP INC014,016+14,01603,1940.10%+3,194
APPLE INC(AAPL)119,688112,310-7,37820,52423,6550.73%+3,131
AES CORP(AES)247,487413,848+166,3614,4377,2710.22%+2,834
PORTLAND GEN ELEC CO(POR)063,776+63,77602,7580.08%+2,758
LIVANOVA PLC(LIVN)047,224+47,22402,5890.08%+2,589
TEXAS INSTRS INC(TXN)74,13879,557+5,41912,91615,4760.48%+2,561
ALPHABET INC(GOOG)78,27078,270011,81314,2570.44%+2,444
DYCOM INDS INC(DY)014,097+14,09702,3790.07%+2,379
COMMERCE BANCSHARES INC(CBSH)0600,852+600,852033,5161.03%+33,516
COSTCO WHSL CORP NEW(COST)17,14417,144012,56014,5720.45%+2,012
FIRST FINL BANKSHARES INC(FFIN)511,215630,507+119,29216,77318,6190.57%+1,846
SOUTHSIDE BANCSHARES INC(SBSI)062,195+62,19501,7170.05%+1,717
GLOBUS MED INC(GMED)311,089264,204-46,88516,68718,0950.56%+1,409
PDD HOLDINGS INC(PDD)010,369+10,36901,3790.04%+1,379
ADOBE INC(ADBE)9033,105+2,2024561,7250.05%+1,269
ADDUS HOMECARE CORP131,124126,054-5,07013,55014,6360.45%+1,086
SONY GROUP CORP(SONY)012,158+12,15801,0330.03%+1,033
IDEX CORP(IEX)5,99812,113+6,1151,4642,4370.07%+974
KEURIG DR PEPPER INC(KDP)0641,216+641,216021,4170.66%+21,417
MICROSOFT CORP(MSFT)61,51359,618-1,89525,88026,6460.82%+767
ROLLINS INC(ROL)286,515287,126+61113,25714,0090.43%+752
ALIBABA GROUP HLDG LTD(BABA)010,447+10,44707520.02%+752
CIRRUS LOGIC INC(CRUS)25,43224,007-1,4252,3543,0650.09%+711
BENTLEY SYS INC(BSY)012,905+12,90506370.02%+637
HEARTLAND FINL USA INC094,557+94,55704,2030.13%+4,203
SPS COMM INC(SPSC)017,983+17,98303,3840.10%+3,384
ISHARES TR03,556+3,55606200.02%+620
TORONTO DOMINION BK ONT(TD)07,541+7,54104140.01%+414
FULL TRUCK ALLIANCE CO LTD(YMM)050,051+50,05104020.01%+402
WOLVERINE WORLD WIDE INC(WWW)219,748207,686-12,0622,4632,8080.09%+345
INSULET CORP(PODD)01,492+1,49203010.01%+301
LEIDOS HOLDINGS INC(LDOS)022,780+22,78003,3230.10%+3,323
VANGUARD INTL EQUITY INDEX F04,861+4,86102850.01%+285
EASTGROUP PPTYS INC(EGP)01,593+1,59302710.01%+271
ARCOSA INC03,188+3,18802660.01%+266
AECOM(ACM)02,982+2,98202630.01%+263
BEST BUY INC(BBY)220,367217,287-3,08018,07718,3150.56%+238
STOCK YDS BANCORP INC(SYBT)69,95272,571+2,6193,4213,6050.11%+183
MERCADOLIBRE INC(MELI)0100+10001640.01%+164
BANCORP INC DEL(TBBK)51,51548,980-2,5351,7241,8490.06%+126
VIPSHOP HLDGS LTD(VIPS)09,122+9,12201190.00%+119
GOLDMAN SACHS GROUP INC(GS)03,620+3,62001,6370.05%+1,637
PFIZER INC(PFE)0340,852+340,85209,5370.29%+9,537
ESSENTIAL UTILS INC(WTRG)0254,313+254,31309,4940.29%+9,494
META PLATFORMS INC(META)02,893+2,89301,4590.04%+1,459
GENERAL MTRS CO(GM)32,80932,409-4001,4881,5060.05%+18
EBAY INC.(EBAY)28,42128,075-3461,5001,5080.05%+8
JONES LANG LASALLE INC(JLL)019,932+19,93204,0920.13%+4,092
KE HLDGS INC(BEKE)077+77010.00%+1
SERVICENOW INC(NOW)024+240190.00%+19
UNITED MICROELECTRONICS CORP(UMC)0183+183020.00%+2
DOVER CORP(DOV)04+4010.00%+1
XCEL ENERGY INC(XEL)0183+1830100.00%+10
D R HORTON INC(DHI)017+17020.00%+2
OLD DOMINION FREIGHT LINE IN(ODFL)07+7010.00%+1
SITEONE LANDSCAPE SUPPLY INC(SITE)000000
PATHWARD FINANCIAL INC(CASH)061,817+61,81703,4970.11%+3,497
HUMANA INC(HUM)000000
SANDY SPRING BANCORP INC0145,019+145,01903,5330.11%+3,533
COUPANG INC(CPNG)06,869+6,86901440.00%+144
CSX CORP(CSX)07,037+7,03702350.01%+235
STIFEL FINL CORP(SF)041,963+41,96303,5310.11%+3,531
HERSHEY CO(HSY)06,423+6,42301,1810.04%+1,181
MERCK & CO INC(MRK)10,95910,826-1331,4461,3400.04%-106
DIODES INC(DIOD)040,770+40,77002,9330.09%+2,933
MEDPACE HLDGS INC(MEDP)6,7726,341-4312,7372,6120.08%-125
EQUITY LIFESTYLE PPTYS INC(ELS)051,782+51,78203,3730.10%+3,373
YETI HLDGS INC(YETI)037,922+37,92201,4470.04%+1,447
CONOCOPHILLIPS(COP)11,91911,774-1451,5171,3470.04%-170
AON PLC(AON)4,4524,399-531,4861,2910.04%-194
ENTERPRISE FINL SVCS CORP(EFSC)085,083+85,08303,4810.11%+3,481
BLACKROCK INC(BLK)03,448+3,44802,7150.08%+2,715
LYONDELLBASELL INDUSTRIES N
SHS - A -
26,05925,742-3172,6652,4620.08%-203
ASTRAZENECA PLC(AZN)07,770+7,77006060.02%+606
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