NFJ INVESTMENT GROUP, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$2.9T

Holdings

271

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (271 positions)

#StockSharesValue% PortfolioType
201
MSEXMIDDLESEX WTR CO
39,018$2.1B0.07%
202
IIININSTEEL INDS INC
55,004$2.0B0.07%
203
WDWALKER & DUNLOP INC
28,912$2.0B0.07%
204
DIODDIODES INC
38,237$2.0B0.07%
205
PSMTPRICESMART INC
18,870$2.0B0.07%
206
BB4AXOS FINANCIAL INC
25,400$1.9B0.07%
207
AEMAGNICO EAGLE MINES LTD
11,827$1.9B0.07%
208
MEDPMEDPACE HLDGS INC
5,953$1.9B0.07%
209
KLACKLA CORP
2,075$1.9B0.06%
210
MBUUMALIBU BOATS INC
59,097$1.9B0.06%
211
MUMICRON TECHNOLOGY INC
14,947$1.8B0.06%
212
IRDMIRIDIUM COMMUNICATIONS INC
58,592$1.8B0.06%
213
EPRTESSENTIAL PPTYS RLTY TR INC
54,671$1.7B0.06%
214
ETNEATON CORP PLC
4,859$1.7B0.06%
215
SBSISOUTHSIDE BANCSHARES INC
58,375$1.7B0.06%
216
LNNLINDSAY CORP
11,786$1.7B0.06%
217
GPNGLOBAL PMTS INC
21,202$1.7B0.06%
218
METAMETA PLATFORMS INC
2,261$1.7B0.06%
219
PSXPHILLIPS 66
13,763$1.6B0.06%
220
ADSKAUTODESK INC
5,092$1.6B0.05%
221
CASHPATHWARD FINANCIAL INC
19,886$1.6B0.05%
222
CSXCSX CORP
47,642$1.6B0.05%
223
AXPAMERICAN EXPRESS CO
4,729$1.5B0.05%
224
FCXFREEPORT-MCMORAN INC
34,038$1.5B0.05%
225
LGNDLIGAND PHARMACEUTICALS INC
12,837$1.5B0.05%
226
TMHCTAYLOR MORRISON HOME CORP
23,375$1.4B0.05%
227
RTXRTX CORPORATION
9,691$1.4B0.05%
228
RMERESMED INC
5,387$1.4B0.05%
229
SEESEALED AIR CORP NEW
43,828$1.4B0.05%
230
UNFUNIFIRST CORP MASS
7,205$1.4B0.05%
231
MSCIMSCI INC
2,338$1.3B0.05%
232
VSCOVICTORIAS SECRET AND CO
71,478$1.3B0.05%
233
AONAON PLC
3,674$1.3B0.05%
234
MCXMCCORMICK & CO INC
17,238$1.3B0.05%
235
UTZUTZ BRANDS INC
104,083$1.3B0.05%
236
COPCONOCOPHILLIPS
13,922$1.2B0.04%
237
ACNACCENTURE PLC IRELAND
4,088$1.2B0.04%
238
8LP1VITAL ENERGY INC
75,758$1.2B0.04%
239
MCDMCDONALDS CORP
3,997$1.2B0.04%
240
KBHKB HOME
20,664$1.1B0.04%
241
ADBEADOBE INC
2,377$919.6M0.03%
242
BNBROOKFIELD CORP
10,630$895.5M0.03%
243
SLPSIMULATIONS PLUS INC
50,847$887.3M0.03%
244
LGIHLGI HOMES INC
13,491$695.1M0.02%
245
FNVFRANCO NEV CORP
4,109$673.5M0.02%
246
IWDISHARES TR
3,173$616.3M0.02%
247
YMMFULL TRUCK ALLIANCE CO LTD
37,276$440.2M0.02%
248
EGPEASTGROUP PPTYS INC
2,552$426.5M0.01%
249
MLB1MERCADOLIBRE INC
106$277.0M0.01%
250
BSYBENTLEY SYS INC
2,738$147.8M0.01%
251
EWEDWARDS LIFESCIENCES CORP
382$29.9M0.00%
252
NOWSERVICENOW INC
24$24.7M0.00%
253
IDXXIDEXX LABS INC
27$14.5M0.00%
254
TSMTAIWAN SEMICONDUCTOR MFG LTD
62$14.0M0.00%
255
NSYNICE LTD
81$13.7M0.00%
256
ASMLASML HOLDING N V
17$13.6M0.00%
257
BABAALIBABA GROUP HLDG LTD
100$11.3M0.00%
258
SYYSYSCO CORP
126$9.5M0.00%
259
NDAQNASDAQ INC
103$9.2M0.00%
260
VALEVALE S A
557$5.4M0.00%
261
BCSBARCLAYS PLC
207$3.8M0.00%
262
AZNASTRAZENECA PLC
52$3.6M0.00%
263
SONYSONY GROUP CORP
94$2.4M0.00%
264
BEKEKE HLDGS INC
118$2.1M0.00%
265
MAMASTERCARD INCORPORATED
3$1.7M0.00%
266
PBRPETROLEO BRASILEIRO SA PETRO
130$1.6M0.00%
267
NWGNATWEST GROUP PLC
77$1.1M0.00%
268
EQNREQUINOR ASA
43$1.1M0.00%
269
WPMWHEATON PRECIOUS METALS CORP
12$1.1M0.00%
270
BBVABANCO BILBAO VIZCAYA ARGENTA
69$1.1M0.00%
271
GMABGENMAB A/S
48$992K0.00%
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