NFJ INVESTMENT GROUP, LLC Q2 2021 Filing

Filed August 11, 2021

Portfolio Value

$5.3T

Holdings

379

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (379 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP NEW
574,633$155.2B2.94%
2
JPMJPMORGAN CHASE & CO
722,051$112.3B2.12%
3
HDHOME DEPOT INC
314,052$100.1B1.89%
4
LMTLOCKHEED MARTIN CORP
260,126$98.4B1.86%
5
AVGOBROADCOM INC
196,568$93.7B1.77%
6
MSFTMICROSOFT CORP
339,703$92.0B1.74%
7
ATOATMOS ENERGY CORP
890,396$85.6B1.62%
8
NEENEXTERA ENERGY INC
1,118,205$81.9B1.55%
9
ALSALLSTATE CORP
624,094$81.4B1.54%
10
COR1EURCORESITE RLTY CORP
586,326$78.9B1.49%
11
TMOTHERMO FISHER SCIENTIFIC INC
135,472$68.3B1.29%
12
MRKMERCK & CO INC
652,557$61.4B1.16%
13
AAPLAPPLE INC
431,962$59.2B1.12%
14
NSCNORFOLK SOUTHN CORP
198,319$52.6B1.00%
15
BACBK OF AMERICA CORP
1,225,495$50.5B0.96%
16
TERTERADYNE INC
373,538$50.0B0.95%
17
LHXL3HARRIS TECHNOLOGIES INC
222,937$48.2B0.91%
18
OGM1COGENT COMMUNICATIONS HLDGS
615,505$47.3B0.90%
19
ELVANTHEM INC
116,412$44.4B0.84%
20
PLDPROLOGIS INC.
363,458$43.4B0.82%
21
ROPROPER TECHNOLOGIES INC
91,229$42.9B0.81%
22
RGLDROYAL GOLD INC
374,038$42.7B0.81%
23
MSCIMSCI INC
79,874$42.6B0.81%
24
SUISUN CMNTYS INC
247,352$42.4B0.80%
25
AG8AGILENT TECHNOLOGIES INC
283,715$41.9B0.79%
26
TRVCCITIGROUP INC
591,781$41.9B0.79%
27
HONHONEYWELL INTL INC
189,282$41.5B0.79%
28
MCDMCDONALDS CORP
178,268$41.2B0.78%
29
JNJJOHNSON & JOHNSON
236,439$39.0B0.74%
30
CECELANESE CORP DEL
253,159$38.4B0.73%
31
WECWEC ENERGY GROUP INC
423,417$37.7B0.71%
32
AMZNAMAZON COM INC
10,834$37.3B0.71%
33
DTEDTE ENERGY CO
278,300$36.1B0.68%
34
CSCOCISCO SYS INC
671,703$35.6B0.67%
35
MKTXMARKETAXESS HLDGS INC
76,311$35.4B0.67%
36
LDOSLEIDOS HOLDINGS INC
349,147$35.3B0.67%
37
MRCYMERCURY SYS INC
520,222$34.5B0.65%
38
DGDOLLAR GEN CORP NEW
157,530$34.1B0.64%
39
GOOGLALPHABET INC
13,899$33.9B0.64%
40
BBYBEST BUY INC
292,500$33.6B0.64%
41
DOVDOVER CORP
222,997$33.6B0.64%
42
TRUTRANSUNION
303,599$33.3B0.63%
43
NVDANVIDIA CORPORATION
41,469$33.2B0.63%
44
CHDCHURCH & DWIGHT INC
384,086$32.7B0.62%
45
FNFFIDELITY NATIONAL FINANCIAL
732,396$31.8B0.60%
46
TXNTEXAS INSTRS INC
163,000$31.3B0.59%
47
SPGIS&P GLOBAL INC
74,268$30.5B0.58%
48
AWCAMERICAN WTR WKS CO INC NEW
195,082$30.1B0.57%
49
AREALEXANDRIA REAL ESTATE EQ IN
164,226$29.9B0.57%
50
ABTABBOTT LABS
251,236$29.1B0.55%
51
RMERESMED INC
117,509$29.0B0.55%
52
CHECHEMED CORP NEW
60,766$28.8B0.55%
53
POOLPOOL CORP
61,622$28.3B0.53%
54
PGPROCTER AND GAMBLE CO
208,306$28.1B0.53%
55
JKHYHENRY JACK & ASSOC INC
171,759$28.1B0.53%
56
OKEONEOK INC NEW
490,626$27.3B0.52%
57
UNHUNITEDHEALTH GROUP INC
65,075$26.1B0.49%
58
DWDMORGAN STANLEY
283,442$26.0B0.49%
59
CABOCABLE ONE INC
13,532$25.9B0.49%
60
WMWASTE MGMT INC DEL
182,520$25.6B0.48%
61
MPTMEDICAL PPTYS TRUST INC
1,271,218$25.6B0.48%
62
OGSONE GAS INC
343,631$25.5B0.48%
63
PHMPULTE GROUP INC
462,814$25.3B0.48%
64
NDAQNASDAQ INC
143,119$25.2B0.48%
65
ABBVABBVIE INC
221,824$25.0B0.47%
66
XELXCEL ENERGY INC
361,180$23.8B0.45%
67
GPNGLOBAL PMTS INC
117,362$22.0B0.42%
68
AMEAMETEK INC
164,069$21.9B0.41%
69
AMDADVANCED MICRO DEVICES INC
231,172$21.7B0.41%
70
SMGSCOTTS MIRACLE-GRO CO
112,662$21.6B0.41%
71
FRCBFIRST REP BK SAN FRANCISCO C
114,104$21.4B0.40%
72
MPCMARATHON PETE CORP
352,975$21.3B0.40%
73
MCXMCCORMICK & CO INC
240,738$21.3B0.40%
74
MRSHMARSH & MCLENNAN COS INC
148,806$20.9B0.40%
75
STESTERIS PLC
100,719$20.8B0.39%
76
WMTWALMART INC
143,605$20.3B0.38%
77
SCCOSOUTHERN COPPER CORP
313,301$20.2B0.38%
78
CITCINTAS CORP
52,132$19.9B0.38%
79
ADBEADOBE SYSTEMS INCORPORATED
33,976$19.9B0.38%
80
CDNSCADENCE DESIGN SYSTEM INC
143,838$19.7B0.37%
81
DPZDOMINOS PIZZA INC
41,449$19.3B0.37%
82
ESEVERSOURCE ENERGY
240,838$19.3B0.37%
83
VLOVALERO ENERGY CORP
247,338$19.3B0.37%
84
THGHANOVER INS GROUP INC
141,758$19.2B0.36%
85
WSTWEST PHARMACEUTICAL SVSC INC
53,474$19.2B0.36%
86
NHINATIONAL HEALTH INVS INC
285,427$19.1B0.36%
87
RPMRPM INTL INC
210,763$18.7B0.35%
88
KNSLKINSALE CAP GROUP INC
113,384$18.7B0.35%
89
HRCHILL-ROM HLDGS INC
161,886$18.4B0.35%
90
BXMTBLACKSTONE MTG TR INC
575,001$18.3B0.35%
91
EQIXEQUINIX INC
22,720$18.2B0.34%
92
MAMASTERCARD INCORPORATED
49,920$18.2B0.34%
93
BACVERIZON COMMUNICATIONS INC
319,855$17.9B0.34%
94
TTCTORO CO
162,600$17.9B0.34%
95
EMEEMCOR GROUP INC
144,246$17.8B0.34%
96
NOCNORTHROP GRUMMAN CORP
48,364$17.6B0.33%
97
MASMASCO CORP
298,004$17.6B0.33%
98
GNTXGENTEX CORP
526,390$17.4B0.33%
99
AWMSKYWORKS SOLUTIONS INC
90,515$17.4B0.33%
100
PKNPERKINELMER INC
111,859$17.3B0.33%
Page 1 of 4Next