Arkolith/Funds/NFJ INVESTMENT GROUP, LLC

NFJ INVESTMENT GROUP, LLC

CIK: 1862664Q1 2026
Active Filer
Portfolio Value
$2.6B
Positions
438
New Buys
75
50 sold
Changes
174 ↑ / 75 ↓

Top HoldingsQ1 2026

438 total positions
#SecurityValueShares% PortChangeΔ Shares
1HF SINCLAIR CORP
COM
$86.2M1.38M3.3%
ADDED
+1.21M
2MARVELL TECHNOLOGY INC
COM
$81.3M820.9K3.1%
ADDED
+730.3K
3SCHWAB CHARLES CORP
COM
$65.6M698.2K2.5%
ADDED
+614.8K
4ALPHABET INC
CAP STK CL A
$61.6M214.1K2.3%
ADDED
+178.1K
5PROLOGIS INC.
COM
$61.4M464.8K2.3%
ADDED
+382.2K
6GE VERNOVA INC
COM
$56.1M64.3K2.1%
ADDED
+63.5K
7COMMERCIAL METALS CO
COM
$49.7M809.4K1.9%
ADDED
+805.7K
8GLACIER BANCORP INC NEW
COM
$49.3M1.10M1.9%
ADDED
+1.02M
9ELI LILLY & CO
COM
$45.6M49.6K1.7%
ADDED
+49.6K
10EQUINIX INC
COM
$39.6M40.4K1.5%
ADDED
+34.9K
11NEXTERA ENERGY INC
COM
$38.6M415.6K1.5%
ADDED
+314.4K
12MARATHON PETE CORP
COM
$38.3M157.0K1.5%
ADDED
+143.9K
13ADVANCED MICRO DEVICES INC
COM
$38.3M188.3K1.5%
ADDED
+182.4K
14ROYAL GOLD INC
COM
$38.3M150.4K1.4%
ADDED
+127.1K
15UNIVERSAL HLTH SVCS INC
CL B
$36.9M206.2K1.4%
ADDED
+196.9K
16COMMUNITY FINANCIAL SYSTEM I
COM
$35.5M605.8K1.3%
ADDED
+531.4K
17UMB FINL CORP
COM
$34.7M307.2K1.3%
ADDED
+288.6K
18NUTRIEN LTD
COM
$34.3M454.4K1.3%
ADDED
+385.0K
19BANK HAWAII CORP
COM
$34.1M458.7K1.3%
ADDED
+458.4K
20PINNACLE FINL PARTNERS INC
COM
$33.5M388.3K1.3%
NEW
21PFIZER INC
COM
$32.6M1.16M1.2%
ADDED
+921.6K
22NUCOR CORP
COM
$32.4M191.6K1.2%
ADDED
+189.9K
23INDEPENDENT BK CORP MASS
COM
$31.4M417.0K1.2%
ADDED
+380.8K
24HERSHEY CO
COM
$31.3M150.7K1.2%
NEW
25PHILLIPS 66
COM
$31.3M171.9K1.2%
ADDED
+171.8K
Showing top 25 of 438 positions

Filing History

Q1 2026388 pos
$2.6B
Q4 2025396 pos
$2.8B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 13, 2026