Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NFJ INVESTMENT GROUP, LLC (CIK 1862664) reported $2.64B across 219 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DINO ($96.0M, 3.64%), MRVL ($90.1M, 3.41%), SCHW ($73.5M, 2.79%), PLD ($70.4M, 2.67%), GOOGL ($70.1M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DINO | HF SINCLAIR CORP | $96.0M | 3.64% | 1.5M | Trimmed |
| 2 | MRVL | MARVELL TECHNOLOGY INC | $90.1M | 3.41% | 909,757 | Trimmed |
| 3 | SCHW | SCHWAB CHARLES CORP | $73.5M | 2.79% | 782,278 | Trimmed |
| 4 | PLD | PROLOGIS INC. | $70.4M | 2.67% | 532,730 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $70.1M | 2.66% | 243,869 | Trimmed |
| 6 | GEV | GE VERNOVA INC | $62.4M | 2.36% | 71,470 | Added |
| 7 | CMC | COMMERCIAL METALS CO | $54.1M | 2.05% | 880,226 | Added |
| 8 | GBCI | GLACIER BANCORP INC NEW | $53.4M | 2.02% | 1.2M | Added |
| 9 | LLY | ELI LILLY & CO | $49.2M | 1.86% | 53,513 | Added |
| 10 | NEE | NEXTERA ENERGY INC | $45.7M | 1.73% | 492,428 | Trimmed |
| 11 | EQIX | EQUINIX INC | $45.0M | 1.70% | 45,914 | Trimmed |
| 12 | RGLD | ROYAL GOLD INC | $42.2M | 1.60% | 165,725 | Trimmed |
| 13 | MPC | MARATHON PETE CORP | $41.1M | 1.56% | 168,342 | Added |
| 14 | NTR | NUTRIEN LTD | $40.6M | 1.54% | 532,230 | Added |
| 15 | UHS | UNIVERSAL HLTH SVCS INC | $40.4M | 1.53% | 225,855 | Added |
| 16 | CBU | COMMUNITY FINANCIAL SYSTEM I | $39.9M | 1.51% | 679,956 | Trimmed |
| 17 | PFE | PFIZER INC | $39.3M | 1.49% | 1.4M | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $39.1M | 1.48% | 191,998 | Trimmed |
| 19 | PINNACLE FINL PARTNERS INC | $37.2M | 1.41% | 431,796 | New | |
| 20 | UMBF | UMB FINL CORP | $36.8M | 1.39% | 325,964 | Trimmed |
| 21 | BOH | BANK HAWAII CORP | $36.6M | 1.39% | 493,580 | Added |
| 22 | HSY | HERSHEY CO | $35.2M | 1.33% | 169,471 | New |
| 23 | INDB | INDEPENDENT BK CORP MASS | $34.0M | 1.29% | 451,749 | Trimmed |
| 24 | PSX | PHILLIPS 66 | $34.0M | 1.29% | 186,564 | Added |
| 25 | KMT | KENNAMETAL INC | $33.6M | 1.27% | 929,258 | New |
Source: SEC Form 13F filings · as of 2026-03-31