Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.96B
Total Bought
$931.26M
Total Sold
$742.88M
Net Transaction
+$188.39M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)0315,565+315,565091,3123.09%+91,312
ALLSTATE CORP(ALL)0241,483+241,483057,4581.94%+57,458
MICROSOFT CORP(MSFT)0213,856+213,856079,7732.70%+79,773
HERSHEY CO(HSY)169,471468,818+299,34735,23182,2542.78%+47,023
BWX TECHNOLOGIES INC(BWXT)0201,748+201,748039,2701.33%+39,270
MICRON TECHNOLOGY INC(MU)034,449+34,449039,7641.35%+39,764
ELI LILLY & CO(LLY)53,51371,473+17,96049,22085,7272.90%+36,507
GOLDMAN SACHS GROUP INC(GS)039,512+39,512039,9611.35%+39,961
EOG RES INC(EOG)132,207360,916+228,70919,11346,8221.58%+27,708
AMAZON COM INC(AMZN)0107,871+107,871025,7100.87%+25,710
AMPHENOL CORP247,014322,178+75,16431,21056,8061.92%+25,596
GE VERNOVA INC(GEV)71,47074,128+2,65862,38687,0902.95%+24,704
JPMORGAN CHASE & CO(JPM)0168,025+168,025055,0001.86%+55,000
INTEL CORP(INTC)0150,351+150,351020,9940.71%+20,994
FORD MTR CO(F)01,483,605+1,483,605020,6220.70%+20,622
SANDISK CORP(SNDK)08,875+8,875020,1790.68%+20,179
INVESCO LTD(IVZ)0717,486+717,486018,9340.64%+18,934
INTERNATIONAL BUSINESS MACHS(IBM)067,315+67,315018,9300.64%+18,930
HEWLETT PACKARD ENTERPRISE C(HPE)531,408692,260+160,85212,65331,2281.06%+18,575
MORGAN STANLEY(MS)141,396199,329+57,93323,27041,6681.41%+18,398
ABBVIE INC(ABBV)0165,850+165,850041,7341.41%+41,734
CORNING INC(GLW)061,010+61,010015,5840.53%+15,584
GE AEROSPACE(GE)28,70959,448+30,7398,14722,2180.75%+14,071
ALPHABET INC(GOOG)0232,953+232,953083,2502.82%+83,250
DELL TECHNOLOGIES INC(DELL)105,17868,974-36,20417,26329,7601.01%+12,497
SCHWAB CHARLES CORP(SCHW)0926,971+926,971085,5322.89%+85,532
JONES LANG LASALLE INC(JLL)045,136+45,136013,9900.47%+13,990
AMERICAN EAGLE OUTFITTERS IN0637,302+637,302010,9620.37%+10,962
CF INDUSTRIES HOLD(CF)0119,901+119,901012,9800.44%+12,980
UMB FINL CORP(UMBF)0329,404+329,404047,0261.59%+47,026
ORACLE CORP(ORCL)066,804+66,80409,7900.33%+9,790
SKYWORKS SOLUTIONS INC(SWKS)0136,569+136,56909,2590.31%+9,259
FOX CORP(FOX)0169,345+169,34508,8330.30%+8,833
VICTORIAS SECRET AND CO(VSXY)0119,622+119,62209,9860.34%+9,986
KEYSIGHT TECHNOLOGIES INC(KEYS)021,118+21,11807,3930.25%+7,393
SANMINA CORP(SANM)026,189+26,18906,6280.22%+6,628
UNITED PARCEL SVCS INC(UPS)0122,914+122,914013,2130.45%+13,213
TERADYNE INC(TER)012,341+12,34105,9710.20%+5,971
WESTERN DIGITAL CORP(WDC)09,193+9,19305,8720.20%+5,872
INDIVIOR PHARMACEUTICALS INC(INDV)0138,777+138,77705,6940.19%+5,694
EVERCORE INC(EVR)014,986+14,98605,1170.17%+5,117
MAGNA INTL INC(MGA)552,029546,886-5,14330,80935,9091.22%+5,100
PINNACLE FINL PARTNERS INC(PNFP)431,796417,482-14,31437,19542,1161.43%+4,921
MONGODB INC(MDB)014,065+14,06504,7240.16%+4,724
TE CONNECTIVITY PLC(TEL)24,21948,345+24,1265,0629,7470.33%+4,685
DOLLAR GEN CORP(DG)102,559146,081+43,52212,17716,8150.57%+4,639
LAUDER ESTEE COS INC(EL)351,793374,377+22,58425,24829,5571.00%+4,309
OLD NATL BANCORP IND(ONB)01,193,779+1,193,779030,9191.05%+30,919
AMNEAL PHARMACEUTICALS INC(AMRX)0218,294+218,29403,7790.13%+3,779
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)096,832+96,83203,7500.13%+3,750
KULICKE & SOFFA INDS INC(KLIC)026,242+26,24203,5100.12%+3,510
PNC FINL SVCS GROUP INC(PNC)089,957+89,957022,1490.75%+22,149
CITIZENS FINL GROUP INC(CFG)0169,975+169,975011,9100.40%+11,910
CATALYST PHARMACEUTICALS INC0105,754+105,75403,3240.11%+3,324
MICROCHIP TECHNOLOGY INC.(MCHP)263,505222,889-40,61617,02520,3270.69%+3,302
RADIAN GROUP INC(RDN)78,800155,984+77,1842,6075,8760.20%+3,269
BANK HAWAII CORP493,580487,887-5,69336,64839,7581.35%+3,110
BANK OF AMER CORP0366,221+366,221020,8670.71%+20,867
CUSHMAN AND WAKEFIELD LTD
COMMON SHARES
0218,193+218,19302,9220.10%+2,922
ADTRAN HOLDINGS INC0208,413+208,41302,8970.10%+2,897
HELIOS TECHNOLOGIES INC(HLIO)031,541+31,54102,8150.10%+2,815
ANDERSONS INC040,787+40,78702,7900.09%+2,790
BIOCRYST PHARMACEUTICALS INC(BCRX)0278,792+278,79202,7880.09%+2,788
ANI PHARMACEUTICALS INC(ANIP)033,409+33,40902,7660.09%+2,766
URBAN OUTFITTERS INC(URBN)037,467+37,46702,6550.09%+2,655
EXELIXIS INC(EXEL)0338,045+338,045018,3930.62%+18,393
KENNAMETAL INC(KMT)929,2581,032,869+103,61133,57436,2021.22%+2,628
LITTELFUSE INC(LFUS)44,32138,794-5,52715,04017,6640.60%+2,624
MKS INC.(MKSI)60,06736,697-23,37013,80416,3230.55%+2,519
WELLS FARGO & CO(WFC)0228,978+228,978018,9230.64%+18,923
WEST PHARMACEUTICAL SVSC INC(WST)21,60621,614+85,4157,7590.26%+2,344
CINCINNATI FINL CORP(CINF)159,066147,846-11,22025,02927,3720.93%+2,343
TUTOR PERINI CORP(TPC)94,969115,306+20,3377,3319,5670.32%+2,236
NATIONAL VISION HLDGS INC(EYE)0108,852+108,85202,0690.07%+2,069
MARATHON PETE CORP(MPC)168,342168,617+27541,10643,1101.46%+2,005
TRUIST FINL CORP(TFC)0467,061+467,061023,2690.79%+23,269
BOEING CO(BA)52,48856,251+3,76310,44712,1770.41%+1,730
PROG HOLDINGS INC(PRG)91,79491,79402,6344,2790.14%+1,645
LIGAND PHARMACEUTICALS INC(LGND)13,73313,73302,7424,3410.15%+1,599
HF SINCLAIR CORP(DINO)1,538,6741,398,736-139,93895,99897,4223.30%+1,424
MESA LABS INC014,256+14,25601,4190.05%+1,419
WARRIOR MET COAL INC(HCC)15,96334,626+18,6631,4872,8100.10%+1,323
INDEPENDENT BK CORP MASS0421,384+421,384035,2781.19%+35,278
AIRBNB INC092,030+92,030013,1690.45%+13,169
CITIGROUP INC(C)0119,762+119,762016,7620.57%+16,762
JBT MAREL CORPORATION(JBTM)069,663+69,663010,1010.34%+10,101
NORTHERN TR CORP(NTRS)035,846+35,84606,2310.21%+6,231
NUCOR CORP(NUE)194,421152,172-42,24932,87733,8961.15%+1,020
NRG ENERGY INC(NRG)06,426+6,42609390.03%+939
LATAM AIRLINES GROUP SA(LTM)015,507+15,50709040.03%+904
M & T BK CORP(MTB)28,03828,03805,7966,6730.23%+877
UBS GROUP AG(UBS)020,596+20,59608270.03%+827
EAST WEST BANCORP INC(EWBC)053,690+53,69006,9310.23%+6,931
POLARIS INC(PII)50,03450,03402,7273,4240.12%+697
VISTRA CORP(VST)1,3305,635+4,3052008940.03%+694
AVEANNA HEALTHCARE HLDGS INC(AVAH)312,997312,99702,0162,6820.09%+667
UNIVERSAL INS HLDGS INC(UVE)78,88379,054+1712,6953,2700.11%+575
ANALOG DEVICES INC(ADI)21,22918,263-2,9666,7547,2540.25%+500
ASSOCIATED BANC-CORP097,855+97,85503,0110.10%+3,011
EXCELERATE ENERGY INC(EE)92,32092,32003,0853,5070.12%+422
Page 1 of 1