Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.87B
Total Bought
$356.24M
Total Sold
$539.23M
Net Transaction
-$182.99M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ALPHABET INC(GOOG)0339,953+339,953059,9102.09%+59,910
UNITED PARCEL SERVICE INC(UPS)0185,560+185,560018,7300.65%+18,730
UNION PAC CORP(UNP)5,94680,118+74,1721,40518,4340.64%+17,029
OSHKOSH CORP(OSK)75,947207,170+131,2237,14523,5220.82%+16,377
PFIZER INC(PFE)1,605,9742,352,625+746,65140,69557,0281.99%+16,332
ANGLOGOLD ASHANTI PLC(AU)016,041+16,041012,8470.45%+12,847
UBER TECHNOLOGIES INC(UBER)0136,748+136,748012,7590.44%+12,759
ADVANCED MICRO DEVICES INC(AMD)262,622262,663+4126,98237,2721.30%+10,290
STANLEY BLACK & DECKER INC(SWK)0662,055+662,055044,8541.56%+44,854
APTIV PLC(APTV)0350,239+350,239023,8930.83%+23,893
STEPAN CO(SCL)0158,683+158,68308,6610.30%+8,661
LAKELAND FINL CORP(LKFN)0283,690+283,690017,4330.61%+17,433
C H ROBINSON WORLDWIDE INC(CHRW)138,830235,818+96,98814,21622,6270.79%+8,411
LITTELFUSE INC(LFUS)034,810+34,81007,8920.28%+7,892
MAGNA INTL INC(MGA)0197,038+197,03807,6080.27%+7,608
COOPER COS INC(COO)098,782+98,78207,0290.25%+7,029
BANK AMERICA CORP01,395,851+1,395,851066,0522.30%+66,052
UNIVERSAL HLTH SVCS INC(UHS)034,052+34,05206,1690.22%+6,169
MKS INC.(MKSI)60,094109,761+49,6674,81710,9060.38%+6,089
BRUKER CORP(BRKR)0206,403+206,40308,5040.30%+8,504
MONOLITHIC PWR SYS INC(MPWR)08,106+8,10605,9290.21%+5,929
MICROSOFT CORP(MSFT)65,49061,152-4,33824,58430,4181.06%+5,833
CAESARS ENTERTAINMENT INC NE(CZR)0239,484+239,48406,7990.24%+6,799
YETI HLDGS INC(YETI)85,690265,934+180,2442,8368,3820.29%+5,546
SOUTHWEST AIRLS CO(LUV)0163,506+163,50605,3040.18%+5,304
FIRST INDL RLTY TR INC(FR)0243,322+243,322011,7110.41%+11,711
JPMORGAN CHASE & CO.(JPM)0133,128+133,128038,5951.35%+38,595
INTUIT(INTU)077,592+77,592061,1142.13%+61,114
WERNER ENTERPRISES INC(WERN)0254,858+254,85806,9730.24%+6,973
BRUNSWICK CORP(BC)084,808+84,80804,6850.16%+4,685
LYFT INC(LYFT)0251,972+251,97203,9710.14%+3,971
PVH CORPORATION(PVH)056,546+56,54603,8790.14%+3,879
AMERICAN EAGLE OUTFITTERS IN0544,169+544,16905,2350.18%+5,235
THE TRADE DESK INC(TTD)052,457+52,45703,7760.13%+3,776
SALESFORCE INC(CRM)067,149+67,149018,3110.64%+18,311
ASHLAND INC(ASH)79,318159,826+80,5084,7038,0360.28%+3,333
HF SINCLAIR CORP(DINO)96,549157,109+60,5603,1756,4540.23%+3,280
IQVIA HLDGS INC(IQV)056,037+56,03708,8310.31%+8,831
MORGAN STANLEY(MS)0164,569+164,569023,1810.81%+23,181
PAPA JOHNS INTL INC(PZZA)057,404+57,40402,8090.10%+2,809
ATLANTIC UN BANKSHARES CORP(AUB)087,843+87,84302,7480.10%+2,748
DAYFORCE INC049,397+49,39702,7360.10%+2,736
SCHWAB CHARLES CORP(SCHW)270,429261,523-8,90621,16923,8610.83%+2,692
AXALTA COATING SYS LTD(AXTA)96,649198,199+101,5503,2065,8850.21%+2,679
AMPHENOL CORP NEW77,28477,28405,0697,6320.27%+2,563
CITIGROUP INC(C)0235,483+235,483020,0440.70%+20,044
ICHOR HOLDINGS
SHS
0126,902+126,90202,4920.09%+2,492
POTLATCHDELTIC CORPORATION129,124215,101+85,9775,8268,2530.29%+2,427
PNC FINL SVCS GROUP INC(PNC)0307,527+307,527057,3292.00%+57,329
SKYWORKS SOLUTIONS INC(SWKS)085,657+85,65706,3830.22%+6,383
WELLS FARGO CO NEW(WFC)236,427239,452+3,02516,97319,1850.67%+2,212
MARVELL TECHNOLOGY INC(MRVL)19,24442,170+22,9261,1853,2640.11%+2,079
KAISER ALUMINUM CORP(KALU)0125,671+125,671010,0410.35%+10,041
EATON CORP PLC(ETN)04,859+4,85901,7350.06%+1,735
HELMERICH & PAYNE INC(HP)0384,973+384,97305,8360.20%+5,836
FMC CORP(FMC)0386,532+386,532016,1380.56%+16,138
WINNEBAGO INDS INC(WGO)164,188247,256+83,0685,6587,1700.25%+1,513
AMERICAN EXPRESS CO(AXP)04,729+4,72901,5080.05%+1,508
GOLDMAN SACHS GROUP INC(GS)11,17710,745-4326,1067,6050.27%+1,499
DISNEY WALT CO(DIS)0215,154+215,154026,6810.93%+26,681
FREEPORT-MCMORAN INC(FCX)034,038+34,03801,4760.05%+1,476
RESMED INC(RMD)05,387+5,38701,3900.05%+1,390
AMAZON COM INC(AMZN)46,63146,63108,87210,2300.36%+1,358
AGNICO EAGLE MINES LTD(AEM)011,827+11,82701,9180.07%+1,918
NORTHERN TR CORP(NTRS)057,133+57,13307,2440.25%+7,244
QUAKER HOUGHTON(KWR)024,819+24,81902,7780.10%+2,778
MCDONALDS CORP(MCD)03,997+3,99701,1680.04%+1,168
OMNICELL COM(OMCL)084,357+84,35702,4800.09%+2,480
BALL CORP0508,492+508,492028,5210.99%+28,521
DYCOM INDS INC(DY)011,995+11,99502,9310.10%+2,931
ADDUS HOMECARE CORP071,443+71,44308,2300.29%+8,230
EXELIXIS INC(EXEL)207,746196,059-11,6877,6708,6410.30%+971
UNDER ARMOUR INC(UA)1,339,9911,359,932+19,9418,3759,2880.32%+913
BLACKROCK INC(BLK)35,46032,851-2,60933,56234,4691.20%+907
GE AEROSPACE(GE)14,11013,969-1412,8243,5950.13%+771
BROOKFIELD CORP(BN)010,630+10,63008950.03%+895
XYLEM INC(XYL)080,676+80,676010,4360.36%+10,436
NEXTRACKER INC52,62552,347-2782,2182,8460.10%+628
INSTEEL INDS INC55,34555,004-3411,4562,0470.07%+591
CITIZENS FINL GROUP INC(CFG)0202,077+202,07709,0430.32%+9,043
VICTORIAS SECRET AND CO(VSXY)41,88171,478+29,5977781,3240.05%+546
WOLVERINE WORLD WIDE INC(WWW)0133,436+133,43602,4130.08%+2,413
MICRON TECHNOLOGY INC(MU)15,09714,947-1501,3121,8420.06%+530
EMERSON ELEC CO(EMR)031,479+31,47904,1970.15%+4,197
KLA CORP(KLAC)2,0932,075-181,4231,8590.06%+436
TEXAS INSTRS INC(TXN)015,491+15,49103,2160.11%+3,216
SM ENERGY CO(SM)0112,346+112,34602,7760.10%+2,776
DIODES INC(DIOD)038,237+38,23702,0220.07%+2,022
CARRIAGE SVCS INC053,355+53,35502,4400.09%+2,440
META PLATFORMS INC(META)02,261+2,26101,6690.06%+1,669
PRICESMART INC(PSMT)018,870+18,87001,9820.07%+1,982
RINGCENTRAL INC(RNG)089,086+89,08602,5260.09%+2,526
AXOS FINANCIAL INC(AX)025,400+25,40001,9310.07%+1,931
CARGURUS INC(CARG)067,872+67,87202,2720.08%+2,272
ARMSTRONG WORLD INDS INC NEW(AWI)019,043+19,04303,0930.11%+3,093
ANSYS INC033,735+33,735011,8480.41%+11,848
PRICE T ROWE GROUP INC(TROW)059,784+59,78405,7690.20%+5,769
LINDSAY CORP(LNN)11,86011,786-741,5011,7000.06%+200
ASBURY AUTOMOTIVE GROUP INC010,830+10,83002,5830.09%+2,583
ASSOCIATED BANC CORP0144,531+144,53103,5250.12%+3,525
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