Fund Holdings — NFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.87B
Total Bought
$356.24M
Total Sold
$539.23M
Net Transaction
-$182.99M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)110,349339,953+229,60417,06459,9102.09%+42,846
UNITED PARCEL SERVICE INC(UPS)12,367185,560+173,1931,36018,7300.65%+17,370
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)452,131662,055+209,92434,76044,8541.56%+10,094
APTIV PLC(APTV)239,207350,239+111,03214,23323,8930.83%+9,660
STEPAN CO(SCL)0158,683+158,68308,6610.30%+8,661
LAKELAND FINL CORP(LKFN)151,742283,690+131,9489,02017,4330.61%+8,413
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 CORP1,426,7361,395,851-30,88559,53866,0522.30%+6,514
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)59,562206,403+146,8412,4868,5040.30%+6,018
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)40,281239,484+199,2031,0076,7990.24%+5,792
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)119,809243,322+123,5136,46511,7110.41%+5,246
JPMORGAN CHASE & CO.(JPM)136,981133,128-3,85333,60138,5951.35%+4,994
INTUIT(INTU)91,44277,592-13,85056,14461,1142.13%+4,969
WERNER ENTERPRISES INC(WERN)69,518254,858+185,3402,0376,9730.24%+4,936
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 IN119,074544,169+425,0951,3845,2350.18%+3,851
THE TRADE DESK INC(TTD)052,457+52,45703,7760.13%+3,776
SALESFORCE INC(CRM)54,67467,149+12,47514,67218,3110.64%+3,639
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)32,90256,037+23,1355,8018,8310.31%+3,030
MORGAN STANLEY(MS)174,497164,569-9,92820,35923,1810.81%+2,823
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)246,268235,483-10,78517,48320,0440.70%+2,562
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)313,236307,527-5,70955,05757,3292.00%+2,272
SKYWORKS SOLUTIONS INC(SWKS)64,43485,657+21,2234,1646,3830.22%+2,219
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)136,412125,671-10,7418,26910,0410.35%+1,772
EATON CORP PLC(ETN)04,859+4,85901,7350.06%+1,735
HELMERICH & PAYNE INC(HP)157,868384,973+227,1054,1245,8360.20%+1,713
FMC CORP(FMC)343,472386,532+43,06014,49116,1380.56%+1,647
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)255,315215,154-40,16125,20026,6810.93%+1,482
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)5,52511,827+6,3025991,9180.07%+1,319
NORTHERN TR CORP(NTRS)60,79957,133-3,6665,9987,2440.25%+1,246
QUAKER HOUGHTON(KWR)12,74024,819+12,0791,5752,7780.10%+1,203
MCDONALDS CORP(MCD)03,997+3,99701,1680.04%+1,168
OMNICELL COM(OMCL)38,99384,357+45,3641,3632,4800.09%+1,117
BALL CORP526,463508,492-17,97127,41328,5210.99%+1,108
DYCOM INDS INC(DY)12,24011,995-2451,8652,9310.10%+1,067
ADDUS HOMECARE CORP72,79171,443-1,3487,1988,2300.29%+1,031
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)3,67310,630+6,9571938950.03%+703
XYLEM INC(XYL)81,60880,676-9329,74910,4360.36%+687
NEXTRACKER INC52,62552,347-2782,2182,8460.10%+628
INSTEEL INDS INC(IIIN)55,34555,004-3411,4562,0470.07%+591
CITIZENS FINL GROUP INC(CFG)207,076202,077-4,9998,4849,0430.32%+559
VICTORIAS SECRET AND CO(VSXY)41,88171,478+29,5977781,3240.05%+546
WOLVERINE WORLD WIDE INC(WWW)134,256133,436-8201,8682,4130.08%+545
MICRON TECHNOLOGY INC(MU)15,09714,947-1501,3121,8420.06%+530
EMERSON ELEC CO(EMR)33,50731,479-2,0283,6744,1970.15%+523
KLA CORP(KLAC)2,0932,075-181,4231,8590.06%+436
TEXAS INSTRS INC(TXN)15,64815,491-1572,8123,2160.11%+404
SM ENERGY CO(SM)80,260112,346+32,0862,4042,7760.10%+372
DIODES INC(DIOD)38,47638,237-2391,6612,0220.07%+361
CARRIAGE SVCS INC(CSV)53,68853,355-3332,0802,4400.09%+360
META PLATFORMS INC(META)2,2842,261-231,3161,6690.06%+352
PRICESMART INC(PSMT)18,98818,870-1181,6681,9820.07%+314
RINGCENTRAL INC(RNG)89,64289,086-5562,2202,5260.09%+306
AXOS FINANCIAL INC(AX)25,55925,400-1591,6491,9310.07%+282
CARGURUS INC(CARG)68,29567,872-4231,9892,2720.08%+282
ARMSTRONG WORLD INDS INC NEW(AWI)19,98719,043-9442,8163,0930.11%+278
ANSYS INC36,66733,735-2,93211,60711,8480.41%+241
PRICE T ROWE GROUP INC(TROW)60,18059,784-3965,5295,7690.20%+240
LINDSAY CORP(LNN)11,86011,786-741,5011,7000.06%+200
ASBURY AUTOMOTIVE GROUP INC10,89810,830-682,4072,5830.09%+177
ASSOCIATED BANC CORP148,655144,531-4,1243,3493,5250.12%+176
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NFJ INVESTMENT GROUP, LLC — 13F Holdings — Q2 2025 | TickerTrail