Fund HoldingsNFJ INVESTMENT GROUP, LLC

Total Portfolio Value
$2.78B
Total Bought
$716.98M
Total Sold
$935.52M
Net Transaction
-$218.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
HF SINCLAIR CORP(DINO)136,2231,873,541+1,737,3187,13086,3333.11%+79,203
BOOKING HOLDINGS INC(BKNG)012,559+12,559067,2582.42%+67,258
ROYAL GOLD INC(RGLD)0228,607+228,607050,8171.83%+50,817
MARVELL TECHNOLOGY INC(MRVL)486,1531,022,834+536,68140,87186,9203.13%+46,050
SCHWAB CHARLES CORP(SCHW)475,381874,355+398,97445,38587,3573.14%+41,972
MAPLEBEAR INC(CART)0805,681+805,681036,2401.30%+36,240
EQUINIX INC(EQIX)055,079+55,079042,1991.52%+42,199
SOUTHSTATE BK CORP0328,653+328,653030,9301.11%+30,930
COINBASE GLOBAL INC(COIN)0129,222+129,222029,2221.05%+29,222
NUTRIEN LTD(NTR)13,533436,521+422,9881,10627,2530.98%+26,147
MARATHON PETE CORP(MPC)0157,776+157,776025,6590.92%+25,659
NUCOR CORP(NUE)0120,328+120,328019,6270.71%+19,627
META PLATFORMS INC(META)031,887+31,887021,0480.76%+21,048
TOWNEBANK PORTSMOUTH VA
COM
0444,099+444,099014,8200.53%+14,820
SALESFORCE INC(CRM)140,863181,699+40,83633,38548,1341.73%+14,749
AIRBNB INC0102,863+102,863013,9610.50%+13,961
COMMERCIAL METALS CO(CMC)0182,031+182,031012,6000.45%+12,600
ALPHABET INC(GOOG)301,319267,877-33,44273,25183,8463.02%+10,595
MICROSOFT CORP(MSFT)083,417+83,417040,3421.45%+40,342
NEWMONT CORP(NEM)47,932132,079+84,1474,04113,1880.47%+9,147
ISHARES TR041,105+41,10508,6460.31%+8,646
UIPATH INC(PATH)0508,943+508,94308,3420.30%+8,342
PROLOGIS INC.(PLD)619,920608,354-11,56670,99377,6622.79%+6,669
PHILLIPS 66(PSX)062,574+62,57408,0750.29%+8,075
AMAZON COM INC(AMZN)236,421251,358+14,93751,91158,0182.09%+6,107
GRAB HOLDINGS LIMITED
CLASS A ORD
01,178,918+1,178,91805,8830.21%+5,883
CATHAY GEN BANCORP(CATY)0114,683+114,68305,5500.20%+5,550
QXO INC(QXO)0272,029+272,02905,2470.19%+5,247
UWM HOLDINGS CORPORATION(UWMC)01,181,738+1,181,73805,1760.19%+5,176
JD.COM INC(JD)429,641699,518+269,87715,02920,0760.72%+5,047
ELI LILLY & CO(LLY)28,57224,881-3,69121,80026,7390.96%+4,939
TRIPADVISOR INC(TRIP)0331,980+331,98004,8340.17%+4,834
KAISER ALUMINUM CORP(KALU)0123,336+123,336014,1660.51%+14,166
C H ROBINSON WORLDWIDE INC(CHRW)189,884181,842-8,04225,14129,2331.05%+4,092
VIKING HOLDINGS LTD(VIK)056,678+56,67804,0470.15%+4,047
TKO GROUP HOLDINGS INC(TKO)018,990+18,99003,9690.14%+3,969
CITIGROUP INC(C)0161,377+161,377018,8310.68%+18,831
WORTHINGTON ENTERPRISES INC(WOR)26,23995,713+69,4741,4564,9360.18%+3,480
LITTELFUSE INC(LFUS)046,340+46,340011,7200.42%+11,720
CADENCE BANK631,951634,326+2,37523,72327,1750.98%+3,451
ROCKET COS INC(RKT)0165,102+165,10203,1960.12%+3,196
UBER TECHNOLOGIES INC(UBER)296,859394,961+98,10229,08332,2721.16%+3,189
SLB LIMITED(SLB)516,167541,768+25,60117,74120,7930.75%+3,052
CALEDONIA MNG CORP PLC
SHS NEW
0112,872+112,87202,9540.11%+2,954
ZETA GLOBAL HOLDINGS CORP(ZETA)0143,357+143,35702,9170.10%+2,917
KODIAK GAS SVCS INC(KGS)073,403+73,40302,7450.10%+2,745
SCOTTS MIRACLE-GRO CO(SMG)045,534+45,53402,6570.10%+2,657
CHENIERE ENERGY INC(LNG)013,614+13,61402,6460.10%+2,646
CHEFS WHSE INC(CHEF)042,201+42,20102,6300.09%+2,630
EXCELERATE ENERGY INC(EE)092,320+92,32002,5900.09%+2,590
CENTURI HOLDINGS INC(CTRI)0102,152+102,15202,5790.09%+2,579
CURBLINE PPTYS CORP(CURB)0109,113+109,11302,5330.09%+2,533
CLEAR SECURE INC(YOU)071,916+71,91602,5230.09%+2,523
CRESCENT ENERGY COMPANY(CRGY)0285,955+285,95502,3990.09%+2,399
CORE NATURAL RESOURCES INC(CNR)026,795+26,79502,3720.09%+2,372
MORGAN STANLEY(MS)0123,879+123,879021,9920.79%+21,992
AMICUS THERAPEUTICS INC
COM
336,742306,013-30,7292,6544,3580.16%+1,704
NU HLDGS LTD(NU)0105,046+105,04601,7580.06%+1,758
ADVANCED MICRO DEVICES INC(AMD)256,635200,138-56,49741,52142,8621.54%+1,341
HELMERICH & PAYNE INC(HP)382,355333,842-48,5138,4469,5750.34%+1,128
MKS INC.(MKSI)101,71985,590-16,12912,59013,6770.49%+1,088
SOUTHWEST AIRLS CO(LUV)0150,436+150,43606,2180.22%+6,218
FLOWSERVE CORP(FLS)425,087340,064-85,02322,58923,5940.85%+1,005
ANGLOGOLD ASHANTI PLC(AU)13,06811,721-1,34715,85816,7980.60%+940
CITIZENS FINL GROUP INC(CFG)0172,281+172,281010,0630.36%+10,063
PAN AMERN SILVER CORP(PAAS)300,946241,052-59,89411,65612,4890.45%+833
VIAVI SOLUTIONS INC(VIAV)226,643207,360-19,2832,8763,6950.13%+819
INDEPENDENT BK CORP MASS(INDB)495,516478,234-17,28234,27534,9491.26%+674
AMPHENOL CORP NEW77,28475,144-2,1409,56410,1550.37%+591
NERDWALLET INC264,456253,241-11,2152,8463,4310.12%+586
AMERICAN TOWER CORP NEW(AMT)034,067+34,06705,9810.22%+5,981
KRYSTAL BIOTECH INC(KRYS)8,6128,249-3631,5202,0340.07%+513
GE VERNOVA INC(GEV)0779+77905090.02%+509
GOLDMAN SACHS GROUP INC(GS)15,52614,603-92312,36412,8360.46%+472
BANK AMERICA CORP0396,590+396,590021,8120.78%+21,812
TWILIO INC(TWLO)22,53118,795-3,7362,2552,6730.10%+418
AXALTA COATING SYS LTD(AXTA)0180,695+180,69505,8380.21%+5,838
INVITATION HOMES INC(INVH)0432,865+432,865012,0290.43%+12,029
COOPER COS INC(COO)085,579+85,57907,0140.25%+7,014
ADOBE INC(ADBE)15,91816,797+8795,6155,8790.21%+264
BIOMARIN PHARMACEUTICAL INC(BMRN)067,991+67,99104,0410.15%+4,041
VERACYTE INC(VCYT)41,29839,552-1,7461,4181,6650.06%+247
OMNICELL COM(OMCL)062,164+62,16402,8160.10%+2,816
COEUR MNG INC(CDE)0172,068+172,06803,0680.11%+3,068
TALEN ENERGY CORP(TLN)0643+64302410.01%+241
BANK HAWAII CORP122,758120,540-2,2188,0588,2410.30%+183
MAGNA INTL INC(MGA)0150,869+150,86908,0410.29%+8,041
EAST WEST BANCORP INC(EWBC)058,335+58,33506,5560.24%+6,556
PNC FINL SVCS GROUP INC(PNC)099,946+99,946020,8620.75%+20,862
VELOCITY FINL INC75,82572,611-3,2141,3751,5070.05%+132
JONES LANG LASALLE INC(JLL)08,329+8,32902,8020.10%+2,802
PAMPA ENERGIA S A(PAM)01,179+1,17901040.00%+104
INTUITIVE SURGICAL INC22,91118,207-4,70410,24610,3120.37%+65
MICRON TECHNOLOGY INC(MU)05,229+5,22901,4920.05%+1,492
VICTORIAS SECRET AND CO(VSXY)036,748+36,74801,9910.07%+1,991
LIGAND PHARMACEUTICALS INC(LGND)12,83712,291-5462,2742,3240.08%+50
FINANCE OF AMERICA COMPAN54,44452,137-2,3071,2211,2620.05%+41
CROWN CASTLE INC(CCI)0323+3230290.00%+29
GLOBUS MED INC(GMED)0225+2250200.00%+20
DANA INC(DAN)0115,653+115,65302,7480.10%+2,748
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