Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$3.11B
Total Bought
$148.75M
Total Sold
$495.00M
Net Transaction
-$346.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
APTIV PLC(APTV)0260,701+260,701015,7670.51%+15,767
BRISTOL-MYERS SQUIBB CO(BMY)0222,089+222,089012,5610.40%+12,561
ELI LILLY & CO(LLY)014,026+14,026010,8280.35%+10,828
JOHNSON & JOHNSON(JNJ)074,499+74,499010,7740.35%+10,774
PFIZER INC(PFE)384,571788,837+404,26611,12920,9280.67%+9,798
DISNEY WALT CO(DIS)0259,160+259,160028,8570.93%+28,857
ALPHABET INC(GOOG)0110,349+110,349020,8890.67%+20,889
ISHARES TR041,385+41,38507,6620.25%+7,662
FIVE BELOW INC(FIVE)053,801+53,80105,6470.18%+5,647
ZIMMER BIOMET HOLDINGS INC(ZBH)050,770+50,77005,3630.17%+5,363
SALESFORCE INC(CRM)41,75949,945+8,18611,43016,6980.54%+5,268
BERKSHIRE HATHAWAY INC DEL26,07435,837+9,76312,00116,2440.52%+4,243
JOHN BEAN TECHNOLOGIES CORP(JBTM)123,343128,563+5,22012,15116,3400.52%+4,190
LULULEMON ATHLETICA INC(LULU)036,315+36,315013,8870.45%+13,887
JPMORGAN CHASE & CO.(JPM)0140,942+140,942033,7851.08%+33,785
BRUKER CORP(BRKR)059,815+59,81503,5060.11%+3,506
BLACKROCK INC(BLK)03,364+3,36403,4480.11%+3,448
EMERSON ELEC CO(EMR)14,25835,103+20,8451,5594,3500.14%+2,791
MATADOR RES CO(MTDR)0300,649+300,649016,9150.54%+16,915
BANK AMERICA CORP01,904,354+1,904,354083,6962.69%+83,696
ADVANCED MICRO DEVICES INC(AMD)87,786141,027+53,24114,40417,0350.55%+2,631
WERNER ENTERPRISES INC(WERN)069,518+69,51802,4970.08%+2,497
EQUINIX INC(EQIX)26,09627,066+97023,16425,5200.82%+2,357
CITIGROUP INC(C)0322,501+322,501022,7010.73%+22,701
OVINTIV INC(OVV)0803,060+803,060032,5241.04%+32,524
VANGUARD INTL EQUITY INDEX F035,772+35,77202,0540.07%+2,054
COMMERCE BANCSHARES INC(CBSH)707,168703,683-3,48542,00643,8461.41%+1,841
IDEX CORP(IEX)020,246+20,24604,2370.14%+4,237
UNITED PARCEL SERVICE INC(UPS)012,951+12,95101,6330.05%+1,633
OMNICELL COM(OMCL)035,897+35,89701,5980.05%+1,598
HONEYWELL INTL INC(HON)0197,396+197,396044,5901.43%+44,590
LIGAND PHARMACEUTICALS INC(LGND)011,847+11,84701,2690.04%+1,269
CSX CORP(CSX)040,857+40,85701,3180.04%+1,318
INDEPENDENT BK CORP MASS(INDB)0175,982+175,982011,2960.36%+11,296
TAIWAN SEMICONDUCTOR MFG LTD(TSM)06,091+6,09101,2030.04%+1,203
STOCK YDS BANCORP INC(SYBT)068,586+68,58604,9110.16%+4,911
EXLSERVICE HOLDINGS INC(EXLS)0197,081+197,08108,7460.28%+8,746
CITIZENS FINL GROUP INC(CFG)0223,003+223,00309,7590.31%+9,759
RB GLOBAL INC(RBA)0341,950+341,950030,8470.99%+30,847
PINNACLE FINL PARTNERS INC037,888+37,88804,3340.14%+4,334
HELMERICH & PAYNE INC(HP)151,020157,868+6,8484,5945,0550.16%+461
SUNSTONE HOTEL INVS INC NEW(SHO)312,037308,262-3,7753,2203,6500.12%+430
EXELIXIS INC(EXEL)61,01260,275-7371,5832,0070.06%+424
YETI HLDGS INC(YETI)057,495+57,49502,2140.07%+2,214
CARGURUS INC(CARG)69,13268,295-8372,0762,4950.08%+419
GATX CORP(GATX)18,71418,488-2262,4792,8650.09%+386
AMETEK INC46,37746,235-1427,9638,3340.27%+371
ANSYS INC39,87438,729-1,14512,70513,0640.42%+359
CARRIAGE SVCS INC54,34753,688-6591,7842,1390.07%+355
VERISIGN INC37,04535,616-1,4297,0377,3710.24%+334
DIGITAL RLTY TR INC(DLR)049,033+49,03308,6950.28%+8,695
TELEDYNE TECHNOLOGIES INC(TDY)013,337+13,33706,1900.20%+6,190
HORACE MANN EDUCATORS CORP N(HMN)081,232+81,23203,1870.10%+3,187
ASSOCIATED BANC CORP150,657148,655-2,0023,2453,5530.11%+308
GLACIER BANCORP INC NEW(GBCI)075,793+75,79303,8060.12%+3,806
DOUGLAS EMMETT INC(DEI)353,461350,805-2,6566,2106,5110.21%+301
UMB FINL CORP(UMBF)045,373+45,37305,1210.16%+5,121
SYSCO CORP(SYY)038,172+38,17202,9190.09%+2,919
ENTERPRISE FINL SVCS CORP(EFSC)063,635+63,63503,5890.12%+3,589
ALASKA AIR GROUP INC0178,530+178,530011,5600.37%+11,560
APPLE INC(AAPL)094,613+94,613023,6930.76%+23,693
RINGCENTRAL INC(RNG)089,642+89,64203,1380.10%+3,138
VITAL ENERGY INC071,157+71,15702,2000.07%+2,200
GOLDMAN SACHS GROUP INC(GS)03,530+3,53002,0210.06%+2,021
CADENCE BANK0111,583+111,58303,8440.12%+3,844
NOVO-NORDISK A S(NVO)010,143+10,14308730.03%+873
SANDY SPRING BANCORP INC0113,902+113,90203,8400.12%+3,840
PATHWARD FINANCIAL INC(CASH)046,380+46,38003,4130.11%+3,413
M & T BK CORP(MTB)22,67422,551-1234,0394,2400.14%+201
GLOBAL PMTS INC(GPN)022,335+22,33502,5030.08%+2,503
AXOS FINANCIAL INC(AX)25,87325,559-3141,6271,7850.06%+158
SEALED AIR CORP NEW046,277+46,27701,5660.05%+1,566
FIRST INTST BANCSYSTEM INC(FIBK)0106,306+106,30603,4520.11%+3,452
SM ENERGY CO(SM)74,47980,260+5,7812,9773,1110.10%+134
NEXTRACKER INC48,55452,625+4,0711,8201,9220.06%+103
COUSINS PPTYS INC(CUZ)113,514112,141-1,3733,3463,4360.11%+90
SOUTHSTATE CORPORATION51,92951,299-6305,0465,1030.16%+57
ASML HOLDING N V
N Y REGISTRY SHS
02,138+2,13801,4820.05%+1,482
PETROLEO BRASILEIRO SA PETRO(PBR)033,276+33,27604280.01%+428
AON PLC(AON)04,294+4,29401,5420.05%+1,542
FULL TRUCK ALLIANCE CO LTD(YMM)039,096+39,09604230.01%+423
ASBURY AUTOMOTIVE GROUP INC013,237+13,23703,2170.10%+3,217
META PLATFORMS INC(META)02,815+2,81501,6480.05%+1,648
VISA INC(V)034,202+34,202010,8090.35%+10,809
SERVICENOW INC(NOW)024+240250.00%+25
PLANET FITNESS INC(PLNT)0202+2020200.00%+20
SOUTH BOW CORP(SOBO)07+7000.00%0
KE HLDGS INC(BEKE)077+77010.00%+1
CHARLES RIV LABS INTL INC(CRL)056+560100.00%+10
DOVER CORP(DOV)000000
OLD DOMINION FREIGHT LINE IN(ODFL)000000
UNITED MICROELECTRONICS CORP(UMC)000000
IQVIA HLDGS INC(IQV)036,893+36,89307,2500.23%+7,250
BARCLAYS PLC034,087+34,08704530.01%+453
CAPITAL ONE FINL CORP(COF)065,059+65,059011,6010.37%+11,601
ALLSTATE CORP(ALL)60,73759,705-1,03211,51911,5110.37%-8
PRICE T ROWE GROUP INC(TROW)083,893+83,89309,4870.30%+9,487
PRICESMART INC(PSMT)19,22118,988-2331,7641,7500.06%-14
ACCENTURE PLC IRELAND
SHS CLASS A
4,3614,319-421,5421,5190.05%-22
GENERAL MTRS CO(GM)026,346+26,34601,4030.05%+1,403
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