NFJ INVESTMENT GROUP, LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$3.7T

Holdings

270

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (270 positions)

#StockSharesValue% PortfolioType
201
TTWOTAKE-TWO INTERACTIVE SOFTWAR
26,898$3.2B0.09%
202
GBCIGLACIER BANCORP INC NEW
75,949$3.2B0.09%
203
CRMSALESFORCE INC
15,764$3.1B0.08%
204
GSGOLDMAN SACHS GROUP INC
9,420$3.1B0.08%
205
DINOHF SINCLAIR CORP
63,578$3.1B0.08%
206
CMECME GROUP INC
16,006$3.1B0.08%
207
WMTWALMART INC
20,336$3.0B0.08%
208
NSYNICE LTD
12,825$2.9B0.08%
209
ARIAPOLLO COML REAL EST FIN INC
314,453$2.9B0.08%
210
CRUSCIRRUS LOGIC INC
26,254$2.9B0.08%
211
INTCINTEL CORP
87,896$2.9B0.08%
212
ABRARBOR REALTY TRUST INC
244,657$2.8B0.08%
213
TTEKTETRA TECH INC NEW
19,001$2.8B0.07%
214
HLFHERBALIFE NUTRITION LTD
168,359$2.7B0.07%
215
ON1OLD NATL BANCORP IND
181,362$2.6B0.07%
216
PFSIPENNYMAC FINL SVCS INC NEW
42,531$2.5B0.07%
217
MSAMSA SAFETY INC
18,090$2.4B0.06%
218
LDOSLEIDOS HOLDINGS INC
26,047$2.4B0.06%
219
NOMDNOMAD FOODS LTD
125,114$2.3B0.06%
220
BMRCBANK MARIN BANCORP
104,482$2.3B0.06%
221
SKYWSKYWEST INC
98,853$2.2B0.06%
222
SSBUSDSOUTHSTATE CORPORATION
29,192$2.1B0.06%
223
MTDRMATADOR RES CO
43,542$2.1B0.06%
224
PLUSEPLUS INC
41,415$2.0B0.05%
225
AVYAVERY DENNISON CORP
11,258$2.0B0.05%
226
RHCRH PLC
39,079$2.0B0.05%
227
BMYBRISTOL-MYERS SQUIBB CO
28,497$2.0B0.05%
228
CODICOMPASS DIVERSIFIED
101,392$1.9B0.05%
229
TTENTOTALENERGIES SE
32,542$1.9B0.05%
230
RIORIO TINTO PLC
26,965$1.8B0.05%
231
AEMAGNICO EAGLE MINES LTD
36,210$1.8B0.05%
232
AMGNAMGEN INC
7,576$1.8B0.05%
233
SONYSONY GROUP CORPORATION
19,934$1.8B0.05%
234
BOHBANK HAWAII CORP
30,744$1.6B0.04%
235
AXPAMERICAN EXPRESS CO
9,558$1.6B0.04%
236
LESLIES INC
139,057$1.5B0.04%
237
DYHTARGET CORP
8,974$1.5B0.04%
238
KLACKLA CORP
3,714$1.5B0.04%
239
FISVFISERV INC
13,101$1.5B0.04%
240
EMREMERSON ELEC CO
16,941$1.5B0.04%
241
EXPDEXPEDITORS INTL WASH INC
12,878$1.4B0.04%
242
XYLXYLEM INC
8,399$879.4M0.02%
243
TMTOYOTA MOTOR CORP
6,132$868.8M0.02%
244
EXASEXACT SCIENCES CORP
12,493$847.1M0.02%
245
ITTITT INC
8,187$706.5M0.02%
246
WSTWEST PHARMACEUTICAL SVSC INC
2,024$701.3M0.02%
247
CGNXCOGNEX CORP
13,737$680.7M0.02%
248
OGM1COGENT COMMUNICATIONS HLDGS
10,241$652.6M0.02%
249
AG8AGILENT TECHNOLOGIES INC
4,456$616.4M0.02%
250
MLB1MERCADOLIBRE INC
351$462.6M0.01%
251
CPNGCOUPANG INC
28,224$451.6M0.01%
252
MPWRMONOLITHIC PWR SYS INC
722$361.4M0.01%
253
SESEA LTD
3,986$345.0M0.01%
254
HHR1USDHEADHUNTER GROUP PLC
54,721$223.4M0.01%
255
IWDISHARES TR
276$42.0M0.00%
256
BSYBENTLEY SYS INC
77$3.3M0.00%
257
ADSKAUTODESK INC
15$3.1M0.00%
258
ENPHENPHASE ENERGY INC
9$1.9M0.00%
259
DHID R HORTON INC
17$1.7M0.00%
260
UMCUNITED MICROELECTRONICS CORP
183$1.6M0.00%
261
EQIXEQUINIX INC
2$1.4M0.00%
262
APOAPOLLO GLOBAL MGMT INC
22$1.4M0.00%
263
ODFLOLD DOMINION FREIGHT LINE IN
4$1.4M0.00%
264
BABAALIBABA GROUP HLDG LTD
13$1.3M0.00%
265
CSGPCOSTAR GROUP INC
19$1.3M0.00%
266
ORCLORACLE CORP
13$1.2M0.00%
267
PLDPROLOGIS INC.
9$1.1M0.00%
268
CSXCSX CORP
35$1.0M0.00%
269
EBAEBAY INC.
18$799K0.00%
270
OXY/WSOCCIDENTAL PETE CORP
3$123K0.00%
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