NFJ INVESTMENT GROUP, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$3.3B

Holdings

251

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (251 positions)

#StockSharesValue% PortfolioType
1
AREALEXANDRIA REAL ESTATE EQ IN
911,502$106.6T3272885.08%
2
REXRREXFORD INDL RLTY INC
2,332,946$104.0T3193307.95%
3
NEENEXTERA ENERGY INC
1,372,710$97.2T2983815.98%
4
BACBANK AMERICA CORP
2,341,203$93.1T2858204.55%
5
INTUINTUIT
128,559$84.5T2593613.69%
6
ESEVERSOURCE ENERGY
1,283,149$72.8T2233754.20%
7
PNCPNC FINL SVCS GROUP INC
437,096$68.0T2086171.50%
8
TFCTRUIST FINL CORP
1,454,749$56.5T1734913.14%
9
TMOTHERMO FISHER SCIENTIFIC INC
89,098$49.3T1512487.28%
10
HONHONEYWELL INTL INC
210,902$45.0T1382479.12%
11
LHXL3HARRIS TECHNOLOGIES INC
199,463$44.8T1375093.00%
12
SWKSTANLEY BLACK & DECKER INC
560,340$44.8T1374177.06%
13
EWEDWARDS LIFESCIENCES CORP
483,330$44.6T1370482.04%
14
MSCIMSCI INC
91,538$44.1T1353697.98%
15
TFXTELEFLEX INCORPORATED
190,695$40.1T1231229.94%
16
ZTSZOETIS INC
222,022$38.5T1181526.74%
17
OVVOVINTIV INC
815,240$38.2T1172948.87%
18
CVXCHEVRON CORP NEW
243,015$38.0T1166874.14%
19
8CWCROWN CASTLE INC
383,564$37.5T1150352.79%
20
USBUS BANCORP DEL
934,417$37.1T1138753.92%
21
XOMEXXON MOBIL CORP
310,334$35.7T1096680.47%
22
DPZDOMINOS PIZZA INC
66,934$34.6T1060895.92%
23
TSNTYSON FOODS INC
597,723$34.2T1048428.56%
24
APDAIR PRODS & CHEMS INC
130,441$33.7T1033276.68%
25
CBSHCOMMERCE BANCSHARES INC
600,852$33.5T1028832.49%
26
AWCAMERICAN WTR WKS CO INC NEW
257,294$33.2T1020131.92%
27
BALLBALL CORP
545,747$32.8T1005509.07%
28
RBARB GLOBAL INC
412,057$31.5T965877.09%
29
MAAMID-AMER APT CMNTYS INC
217,192$31.0T950807.17%
30
TRPTC ENERGY CORP
816,383$30.9T949799.23%
31
JKHYHENRY JACK & ASSOC INC
183,585$30.5T935613.01%
32
AG8AGILENT TECHNOLOGIES INC
234,424$30.4T932838.01%
33
INVHINVITATION HOMES INC
844,925$30.3T930872.63%
34
FMCFMC CORP
523,816$30.1T925385.60%
35
JPMJPMORGAN CHASE & CO.
147,207$29.8T913980.85%
36
TRVCCITIGROUP INC
457,112$29.0T890474.20%
37
NKENIKE INC
383,374$28.9T886992.22%
38
MKTXMARKETAXESS HLDGS INC
136,033$27.3T837379.42%
39
MSFTMICROSOFT CORP
59,618$26.6T817965.53%
40
SUISUN CMNTYS INC
220,681$26.6T815217.70%
41
DWDMORGAN STANLEY
254,669$24.8T759794.78%
42
UGIUGI CORP NEW
1,054,459$24.1T741248.49%
43
AAPLAPPLE INC
112,310$23.7T726133.84%
44
MAMASTERCARD INCORPORATED
53,465$23.6T724042.99%
45
ALLEALLEGION PLC
191,536$22.6T694676.80%
46
VEEVVEEVA SYS INC
122,912$22.5T690506.46%
47
HDHOME DEPOT INC
64,750$22.3T684226.28%
48
EOGEOG RES INC
176,784$22.3T683067.83%
49
TRUTRANSUNION
299,630$22.2T682108.79%
50
TTCTORO CO
235,980$22.1T677379.27%
51
SCLSTEPAN CO
259,858$21.8T669741.44%
52
KDPKEURIG DR PEPPER INC
641,216$21.4T657429.90%
53
MDTMEDTRONIC PLC
271,794$21.4T656702.13%
54
GGENPACT LIMITED
659,203$21.2T651386.58%
55
ICEINTERCONTINENTAL EXCHANGE IN
154,221$21.1T648058.02%
56
COFCAPITAL ONE FINL CORP
151,726$21.0T644839.48%
57
AMTAMERICAN TOWER CORP NEW
107,920$21.0T643950.03%
58
DISDISNEY WALT CO
207,223$20.6T631599.97%
59
SBACSBA COMMUNICATIONS CORP NEW
104,350$20.5T628798.36%
60
APTVAPTIV PLC
279,210$19.7T603567.20%
61
CMCSACOMCAST CORP NEW
476,187$18.6T572425.36%
62
FFINFIRST FINL BANKSHARES INC
630,507$18.6T571547.08%
63
BBYBEST BUY INC
217,287$18.3T562222.78%
64
GMEDGLOBUS MED INC
264,204$18.1T555475.87%
65
MTDRMATADOR RES CO
284,870$17.0T521184.65%
66
DYHTARGET CORP
111,805$16.6T508088.00%
67
MCXMCCORMICK & CO INC
226,009$16.0T492170.50%
68
CFGCITIZENS FINL GROUP INC
433,544$15.6T479508.27%
69
TXNTEXAS INSTRS INC
79,557$15.5T475076.58%
70
IDXXIDEXX LABS INC
30,811$15.0T460799.20%
71
ADUSADDUS HOMECARE CORP
126,054$14.6T449288.09%
72
TRNOTERRENO RLTY CORP
246,858$14.6T448457.02%
73
COSTCOSTCO WHSL CORP NEW
17,144$14.6T447326.50%
74
GOOGLALPHABET INC
78,270$14.3T437646.21%
75
ROLROLLINS INC
287,126$14.0T430033.21%
76
ELLAUDER ESTEE COS INC
128,811$13.7T420720.05%
77
SBUXSTARBUCKS CORP
174,500$13.6T417015.98%
78
JDJD.COM INC
521,365$13.5T413554.77%
79
CECELANESE CORP DEL
92,688$12.5T383797.29%
80
XYLXYLEM INC
90,803$12.3T378054.67%
81
MMSIMERIT MED SYS INC
136,931$11.8T361281.97%
82
INDBINDEPENDENT BK CORP MASS
220,079$11.2T342654.55%
83
NSANATIONAL STORAGE AFFILIATES
270,555$11.2T342343.58%
84
OKEONEOK INC NEW
134,474$11.0T336636.27%
85
WKCWORLD KINECT CORPORATION
425,011$11.0T336603.39%
86
TTEKTETRA TECH INC NEW
53,474$10.9T335654.27%
87
PAASPAN AMERN SILVER CORP
543,248$10.8T331522.64%
88
JXC1ZIFF DAVIS INC
195,647$10.8T330620.05%
89
CINFCINCINNATI FINL CORP
91,191$10.8T330598.22%
90
ALKALASKA AIR GROUP INC
266,462$10.8T330457.26%
91
SLBSCHLUMBERGER LTD
227,046$10.7T328829.24%
92
LKFNLAKELAND FINL CORP
172,891$10.6T326503.13%
93
UNHUNITEDHEALTH GROUP INC
20,597$10.5T321989.84%
94
WHRWHIRLPOOL CORP
101,986$10.4T319955.88%
95
TROWPRICE T ROWE GROUP INC
90,180$10.4T319209.50%
96
LULULULULEMON ATHLETICA INC
34,606$10.3T317311.13%
97
VVISA INC
39,261$10.3T316329.49%
98
CRMSALESFORCE INC
39,054$10.0T308223.87%
99
KALUKAISER ALUMINUM CORP
114,085$10.0T307833.65%
100
ALSALLSTATE CORP
62,117$9.9T304442.47%
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