NFJ INVESTMENT GROUP, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$3.8B

Holdings

238

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (238 positions)

StockValue
AREALEXANDRIA REAL ESTATE EQ IN
$105.5M
PAYCPAYCOM SOFTWARE INC
$95.5M
INTUINTUIT
$94.3M
BACBANK AMERICA CORP
$89.4M
OVVOVINTIV INC
$86.6M
CECELANESE CORP DEL
$85.8M
PNCPNC FINL SVCS GROUP INC
$79.9M
SWKSTANLEY BLACK & DECKER INC
$76.9M
HDHOME DEPOT INC
$70.3M
TRUTRANSUNION
$66.6M
MSCIMSCI INC
$65.9M
TFXTELEFLEX INCORPORATED
$65.8M
USBUS BANCORP DEL
$61.2M
AG8AGILENT TECHNOLOGIES INC
$56.0M
FQIDIGITAL RLTY TR INC
$52.8M
ZTSZOETIS INC
$52.0M
REXRREXFORD INDL RLTY INC
$50.6M
ESEVERSOURCE ENERGY
$47.9M
LULULULULEMON ATHLETICA INC
$46.2M
TMOTHERMO FISHER SCIENTIFIC INC
$45.8M
COFCAPITAL ONE FINL CORP
$45.6M
TSNTYSON FOODS INC
$45.3M
TFCTRUIST FINL CORP
$41.5M
BALLBALL CORP
$41.0M
8CWCROWN CASTLE INC
$38.3M
JKHYHENRY JACK & ASSOC INC
$37.3M
BBYBEST BUY INC
$36.9M
VEEVVEEVA SYS INC
$36.7M
NSYNICE LTD
$35.5M
AAPLAPPLE INC
$35.4M
INVHINVITATION HOMES INC
$35.3M
DPZDOMINOS PIZZA INC
$34.7M
UNPUNION PAC CORP
$34.4M
DWDMORGAN STANLEY
$33.8M
MSFTMICROSOFT CORP
$32.0M
SUISUN CMNTYS INC
$31.7M
GLOBGLOBANT S A
$31.3M
CBSHCOMMERCE BANCSHARES INC
$31.2M
PCTYPAYLOCITY HLDG CORP
$31.0M
PXDEURPIONEER NAT RES CO
$30.7M
ALLEALLEGION PLC
$28.7M
ROSTROSS STORES INC
$28.2M
AMTAMERICAN TOWER CORP NEW
$28.1M
TRVCCITIGROUP INC
$27.8M
JPMJPMORGAN CHASE & CO
$27.8M
CMCSACOMCAST CORP NEW
$27.8M
ICEINTERCONTINENTAL EXCHANGE IN
$27.6M
SBACSBA COMMUNICATIONS CORP NEW
$27.3M
POOLPOOL CORP
$26.6M
MAMASTERCARD INCORPORATED
$26.5M
ENPHENPHASE ENERGY INC
$25.9M
MKTXMARKETAXESS HLDGS INC
$25.9M
TTCTORO CO
$24.3M
GGENPACT LIMITED
$24.0M
TECHBIO-TECHNE CORP
$23.8M
MDTMEDTRONIC PLC
$23.8M
EOGEOG RES INC
$23.7M
ADBEADOBE SYSTEMS INCORPORATED
$22.6M
ABTABBOTT LABS
$22.2M
FNFFIDELITY NATIONAL FINANCIAL
$21.9M
AWCAMERICAN WTR WKS CO INC NEW
$21.3M
PSXPHILLIPS 66
$21.2M
GPNGLOBAL PMTS INC
$20.7M
BAXBAXTER INTL INC
$20.3M
EAELECTRONIC ARTS INC
$20.0M
KALUKAISER ALUMINUM CORP
$18.9M
BLKCHFBLACKROCK INC
$18.1M
JDJD.COM INC
$17.6M
IQVIQVIA HLDGS INC
$15.8M
FFINFIRST FINL BANKSHARES INC
$15.6M
FDXFEDEX CORP
$14.9M
CFGCITIZENS FINL GROUP INC
$14.6M
HLNEHAMILTON LANE INC
$14.6M
BXMTBLACKSTONE MTG TR INC
$14.5M
WGOWINNEBAGO INDS INC
$14.4M
WHRWHIRLPOOL CORP
$14.2M
FOXFFOX FACTORY HLDG CORP
$14.2M
TROXTRONOX HOLDINGS PLC
$14.1M
WATWATERS CORP
$14.0M
VVISA INC
$14.0M
HELEHELEN OF TROY LTD
$13.9M
DINOHF SINCLAIR CORP
$13.8M
UGIUGI CORP NEW
$13.7M
LYBLYONDELLBASELL INDUSTRIES N
$13.5M
EWEDWARDS LIFESCIENCES CORP
$13.2M
TROWPRICE T ROWE GROUP INC
$13.1M
PAASPAN AMERN SILVER CORP
$13.1M
NSANATIONAL STORAGE AFFILIATES
$12.9M
LKFNLAKELAND FINL CORP
$12.6M
CSCOCISCO SYS INC
$12.6M
CMICUMMINS INC
$12.4M
TDYTELEDYNE TECHNOLOGIES INC
$12.4M
QCOMQUALCOMM INC
$12.3M
CARRCARRIER GLOBAL CORPORATION
$12.1M
HONHONEYWELL INTL INC
$11.8M
BUWABIO RAD LABS INC
$11.8M
GOOGLALPHABET INC
$11.7M
OKEONEOK INC NEW
$11.6M
COSTCOSTCO WHSL CORP NEW
$11.6M
PYPLPAYPAL HLDGS INC
$11.3M
Page 1 of 3Next