Back to NFJ INVESTMENT GROUP, LLC

NFJ INVESTMENT GROUP, LLC

Q2 2026 13F filing

Updated 30 days ago

359 disclosed positions worth $3B

Portfolio value
$3B
Total holdings
359
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-11

Full holdings

Every line item disclosed in Q2 2026

D

HF SINCLAIR CORP

Value
$87.1M
Shares
1.25M
% Port
2.95%
A

APPLE INC

Value
$81.7M
Shares
282.3K
% Port
2.76%
S

SCHWAB CHARLES CORP

Value
$76.1M
Shares
824.9K
% Port
2.58%
G
4.GEV

GE VERNOVA INC

Value
$76.1M
Shares
64.8K
% Port
2.58%
L
5.LLY

ELI LILLY & CO

Value
$74.8M
Shares
62.3K
% Port
2.53%
G

ALPHABET INC

Value
$73.8M
Shares
206.4K
% Port
2.50%
H
7.HSY

HERSHEY CO

Value
$73M
Shares
416.0K
% Port
2.47%
M

MICROSOFT CORP

Value
$71.9M
Shares
192.7K
% Port
2.43%
P

PROLOGIS INC.

Value
$62.2M
Shares
458.9K
% Port
2.10%
A

ALLSTATE CORP

Value
$52.4M
Shares
220.3K
% Port
1.77%
A
11.APH

AMPHENOL CORP

Value
$50.5M
Shares
286.1K
% Port
1.71%
J

JPMORGAN CHASE & CO

Value
$49.1M
Shares
149.9K
% Port
1.66%
U

UMB FINL CORP

Value
$44.2M
Shares
309.7K
% Port
1.50%
E
14.EOG

EOG RES INC

Value
$42.7M
Shares
328.9K
% Port
1.44%
M
15.MPC

MARATHON PETE CORP

Value
$39.9M
Shares
156.2K
% Port
1.35%
P

PINNACLE FINL PARTNERS INC

Value
$37.8M
Shares
374.3K
% Port
1.28%
A
17.ABBV

ABBVIE INC

Value
$37.3M
Shares
148.0K
% Port
1.26%
B

BANK HAWAII CORP

Value
$37M
Shares
453.8K
% Port
1.25%
M

MORGAN STANLEY

Value
$37M
Shares
176.9K
% Port
1.25%
N

NEXTERA ENERGY INC

Value
$36.4M
Shares
415.2K
% Port
1.23%
B
21.BWXT

BWX TECHNOLOGIES INC

Value
$36M
Shares
184.9K
% Port
1.22%
G
22.GBCI

GLACIER BANCORP INC NEW

Value
$35.5M
Shares
687.8K
% Port
1.20%
G

GOLDMAN SACHS GROUP INC

Value
$35.5M
Shares
35.1K
% Port
1.20%
M
24.MU

MICRON TECHNOLOGY INC

Value
$35.1M
Shares
30.4K
% Port
1.19%
N
25.NUE

NUCOR CORP

Value
$33.4M
Shares
149.8K
% Port
1.13%
K
26.KMT

KENNAMETAL INC

Value
$32.7M
Shares
933.5K
% Port
1.11%
I
27.INDB

INDEPENDENT BK CORP MASS

Value
$32.4M
Shares
387.2K
% Port
1.10%
M
28.MGA

MAGNA INTL INC

Value
$31.4M
Shares
478.5K
% Port
1.06%
C
29.CMC

COMMERCIAL METALS CO

Value
$31.2M
Shares
497.7K
% Port
1.06%
P
30.PSX

PHILLIPS 66

Value
$29.1M
Shares
171.9K
% Port
0.98%
H

HEWLETT PACKARD ENTERPRISE C

Value
$28.8M
Shares
638.8K
% Port
0.98%
N
32.NTR

NUTRIEN LTD

Value
$28.6M
Shares
454.4K
% Port
0.97%
O

OLD NATL BANCORP IND

Value
$28.4M
Shares
1.10M
% Port
0.96%
D
34.DELL

DELL TECHNOLOGIES INC

Value
$26.1M
Shares
60.6K
% Port
0.88%
E
35.EL

LAUDER ESTEE COS INC

Value
$26M
Shares
329.1K
% Port
0.88%
A
36.AMZN

AMAZON COM INC

Value
$25.6M
Shares
107.6K
% Port
0.87%
C
37.CINF

CINCINNATI FINL CORP

Value
$24.8M
Shares
134.1K
% Port
0.84%
F
38.FLS

FLOWSERVE CORP

Value
$24.3M
Shares
327.6K
% Port
0.82%
M
39.MRVL

MARVELL TECHNOLOGY INC

Value
$23.9M
Shares
80.2K
% Port
0.81%
E
40.EQIX

EQUINIX INC

Value
$23.4M
Shares
22.5K
% Port
0.79%
A

ALBEMARLE CORP

Value
$21.3M
Shares
158.0K
% Port
0.72%
T

TRUIST FINL CORP

Value
$21.1M
Shares
423.3K
% Port
0.71%
I
43.INTC

INTEL CORP

Value
$21M
Shares
150.4K
% Port
0.71%
A
44.AMD

ADVANCED MICRO DEVICES INC

Value
$20.9M
Shares
35.9K
% Port
0.71%
S
45.SNDK

SANDISK CORP

Value
$20.2M
Shares
8.9K
% Port
0.68%
G
46.GE

GE AEROSPACE

Value
$19.7M
Shares
52.6K
% Port
0.67%
P
47.PNC

PNC FINL SVCS GROUP INC

Value
$19.6M
Shares
79.7K
% Port
0.66%
I
48.IVZ

INVESCO LTD

Value
$18.9M
Shares
717.5K
% Port
0.64%
I
49.IBM

INTERNATIONAL BUSINESS MACHS

Value
$18.9M
Shares
67.3K
% Port
0.64%
H
50.HD

HOME DEPOT INC

Value
$18.8M
Shares
53.2K
% Port
0.64%