Fund Holdings — NFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.91B
Total Bought
$710.01M
Total Sold
$1.45B
Net Transaction
-$740.77M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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GLACIER BANCORP INC NEW(GBCI)64,4361,229,232+1,164,7962,77659,8272.06%+57,051
AMAZON COM INC(AMZN)46,631236,421+189,79010,23051,9111.78%+41,681
PINNACLE FINL PARTNERS INC26,483465,887+439,4042,92443,6961.50%+40,772
UMB FINL CORP(UMBF)26,036357,720+331,6842,73842,3361.45%+39,598
MARVELL TECHNOLOGY INC(MRVL)42,170486,153+443,9833,26440,8711.40%+37,607
COMMUNITY FINANCIAL SYSTEM I(CBU)105,413726,051+620,6385,99542,5761.46%+36,581
ALEXANDRIA REAL ESTATE EQ IN728,4461,045,486+317,04052,90787,1312.99%+34,224
OLD NATL BANCORP IND(ONB)01,304,742+1,304,742028,6390.98%+28,639
HOME BANCSHARES INC(HOMB)0900,010+900,010025,4700.88%+25,470
INDEPENDENT BK CORP MASS146,489495,516+349,0279,21234,2751.18%+25,063
FLOWSERVE CORP(FLS)0425,087+425,087022,5890.78%+22,589
SCHWAB CHARLES CORP(SCHW)261,523475,381+213,85823,86145,3851.56%+21,523
CADENCE BANK109,089631,951+522,8623,48923,7230.82%+20,235
UNIVERSAL HLTH SVCS INC(UHS)34,052124,393+90,3416,16925,4310.87%+19,262
UBER TECHNOLOGIES INC(UBER)136,748296,859+160,11112,75929,0831.00%+16,325
ABBVIE INC(ABBV)75,642126,622+50,98014,04129,3181.01%+15,277
SALESFORCE INC(CRM)67,149140,863+73,71418,31133,3851.15%+15,074
ALPHABET INC(GOOG)339,953301,319-38,63459,91073,2512.52%+13,341
LAKELAND FINL CORP(LKFN)283,690475,091+191,40117,43330,5011.05%+13,068
PROLOGIS INC.(PLD)551,099619,920+68,82157,93270,9932.44%+13,062
WALKER & DUNLOP INC(WD)28,912169,260+140,3482,03814,1540.49%+12,116
FIRST FINL BANKSHARES INC(FFIN)514,746908,366+393,62018,52130,5671.05%+12,046
STANLEY BLACK & DECKER INC(SWK)662,055761,337+99,28244,85456,5901.94%+11,736
HOME DEPOT INC(HD)85,822103,314+17,49231,46641,8621.44%+10,396
INTUITIVE SURGICAL INC022,911+22,911010,2460.35%+10,246
WELLS FARGO CO NEW(WFC)239,452344,429+104,97719,18528,8700.99%+9,685
EXELIXIS INC(EXEL)196,059428,382+232,3238,64117,6920.61%+9,051
BANK HAWAII CORP0122,758+122,75808,0580.28%+8,058
ENTERPRISE FINL SVCS CORP(EFSC)62,429184,784+122,3553,44010,7140.37%+7,274
COMMERCE BANCSHARES INC(CBSH)658,149794,482+136,33340,91747,4781.63%+6,561
LGI HOMES INC(LGIH)13,491137,108+123,6176957,0900.24%+6,395
MUELLER INDS INC(MLI)062,234+62,23406,2920.22%+6,292
SCHLUMBERGER LTD(SLB)365,624516,167+150,54312,35817,7410.61%+5,383
AES CORP(AES)1,645,8791,682,463+36,58417,31522,1410.76%+4,827
TREX CO INC(TREX)092,526+92,52604,7810.16%+4,781
GOLDMAN SACHS GROUP INC(GS)10,74515,526+4,7817,60512,3640.42%+4,759
ADOBE INC(ADBE)2,37715,918+13,5419205,6150.19%+4,695
ADVANCED MICRO DEVICES INC(AMD)262,663256,635-6,02837,27241,5211.43%+4,249
LYFT INC(LYFT)251,972365,407+113,4353,9718,0430.28%+4,072
NEXTERA ENERGY INC(NEE)1,029,863995,211-34,65271,49375,1282.58%+3,635
ANGLOGOLD ASHANTI PLC(AU)16,04113,068-2,97312,84715,8580.54%+3,011
MOSAIC CO NEW(MOS)085,793+85,79302,9750.10%+2,975
CF INDS HLDGS INC(CF)032,530+32,53002,9180.10%+2,918
VIAVI SOLUTIONS INC(VIAV)0226,643+226,64302,8760.10%+2,876
NERDWALLET INC(NRDS)0264,456+264,45602,8460.10%+2,846
ELI LILLY & CO(LLY)24,36328,572+4,20918,99221,8000.75%+2,809
PENN ENTERTAINMENT INC(PENN)0143,588+143,58802,7660.10%+2,766
OKTA INC(OKTA)029,278+29,27802,6850.09%+2,685
AMICUS THERAPEUTICS INC
COM
0336,742+336,74202,6540.09%+2,654
JOHNSON & JOHNSON(JNJ)95,66392,949-2,71414,61317,2350.59%+2,622
HELMERICH & PAYNE INC(HP)384,973382,355-2,6185,8368,4460.29%+2,610
C H ROBINSON WORLDWIDE INC(CHRW)235,818189,884-45,93422,62725,1410.86%+2,514
HCA HEALTHCARE INC(HCA)73,33171,803-1,52828,09330,6021.05%+2,509
M & T BK CORP(MTB)16,57228,805+12,2333,2155,6920.20%+2,478
PFIZER INC(PFE)2,352,6252,333,714-18,91157,02859,4632.04%+2,435
TWILIO INC(TWLO)022,531+22,53102,2550.08%+2,255
BLACKROCK INC(BLK)32,85131,315-1,53634,46936,5091.25%+2,040
PAN AMERN SILVER CORP(PAAS)340,161300,946-39,2159,66111,6560.40%+1,995
OVINTIV INC(OVV)790,996794,243+3,24730,09732,0721.10%+1,974
AMPHENOL CORP NEW77,28477,28407,6329,5640.33%+1,932
ADDUS HOMECARE CORP71,44385,456+14,0138,23010,0830.35%+1,853
JD.COM INC(JD)406,856429,641+22,78513,28015,0290.52%+1,749
MKS INC.(MKSI)109,761101,719-8,04210,90612,5900.43%+1,684
JPMORGAN CHASE & CO.(JPM)133,128127,508-5,62038,59540,2201.38%+1,625
KRYSTAL BIOTECH INC(KRYS)08,612+8,61201,5200.05%+1,520
WORTHINGTON ENTERPRISES INC(WOR)026,239+26,23901,4560.05%+1,456
CORSAIR GAMING INC(CRSR)0163,081+163,08101,4550.05%+1,455
VERACYTE INC(VCYT)041,298+41,29801,4180.05%+1,418
MONOLITHIC PWR SYS INC(MPWR)8,1067,973-1335,9297,3400.25%+1,412
UDEMY INC0198,467+198,46701,3910.05%+1,391
VELOCITY FINL INC(VEL)075,825+75,82501,3750.05%+1,375
CAMPING WORLD HLDGS INC(CWH)086,235+86,23501,3620.05%+1,362
FINANCE OF AMERICA COMPAN(FOA)054,444+54,44401,2210.04%+1,221
NUTRIEN LTD(NTR)013,533+13,53301,1060.04%+1,106
NEXTRACKER INC52,34753,190+8432,8463,9360.14%+1,089
XP INC(XP)051,345+51,34509650.03%+965
THERMO FISHER SCIENTIFIC INC(TMO)81,32769,936-11,39132,97533,9201.17%+946
EXXON MOBIL CORP339,223332,254-6,96936,56837,4621.29%+893
CHEVRON CORP NEW(CVX)250,930236,884-14,04635,93136,7861.26%+855
NEWMONT CORP(NEM)55,31347,932-7,3813,2234,0410.14%+819
LIGAND PHARMACEUTICALS INC(LGND)12,83712,83701,4592,2740.08%+815
WINNEBAGO INDS INC(WGO)247,256237,718-9,5387,1707,9490.27%+779
HF SINCLAIR CORP(DINO)157,109136,223-20,8866,4547,1300.24%+676
VICTORIAS SECRET AND CO(VSXY)71,47871,47801,3241,9400.07%+616
FIRST INDL RLTY TR INC(FR)243,322239,415-3,90711,71112,3230.42%+612
BRUNSWICK CORP(BC)84,80883,417-1,3914,6855,2750.18%+590
MICROSOFT CORP(MSFT)61,15259,790-1,36230,41830,9681.06%+551
DEVON ENERGY CORP NEW(DVN)182,410179,424-2,9865,8026,2910.22%+488
BANCORP INC DEL(TBBK)45,97340,608-5,3652,6193,0410.10%+422
POTLATCHDELTIC CORPORATION215,101212,691-2,4108,2538,6670.30%+414
CIRRUS LOGIC INC(CRUS)22,44521,819-6262,3402,7340.09%+394
UNION PAC CORP(UNP)80,11879,645-47318,43418,8260.65%+392
WOLVERINE WORLD WIDE INC(WWW)133,436101,446-31,9902,4132,7840.10%+371
AGNICO EAGLE MINES LTD(AEM)11,8279,761-2,0661,9182,2870.08%+369
AMEREN CORP(AEE)55,54654,635-9115,3355,7030.20%+368
LITTELFUSE INC(LFUS)34,81031,883-2,9277,8928,2580.28%+366
HA SUSTAINABLE INFRA CAP INC(HASI)94,40493,435-9692,5362,8680.10%+333
JAZZ PHARMACEUTICALS PLC(JAZZ)23,86521,376-2,4892,5332,8170.10%+285
CHESAPEAKE UTILS CORP(CPK)18,84618,84602,2662,5380.09%+273
VEEVA SYS INC(VEEV)61,99960,826-1,17317,85418,1210.62%+266
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NFJ INVESTMENT GROUP, LLC — 13F Holdings — Q3 2025 | TickerTrail