NFJ INVESTMENT GROUP, LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$3.8T

Holdings

298

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (298 positions)

#StockSharesValue% PortfolioType
1
JPMJPMORGAN CHASE & CO
801,815$83.3B2.17%
2
SWKSTANLEY BLACK & DECKER INC
1,018,672$75.9B1.98%
3
MSFTMICROSOFT CORP
301,505$70.5B1.84%
4
TRVCCITIGROUP INC
1,536,883$63.9B1.67%
5
AREALEXANDRIA REAL ESTATE EQ IN
458,034$63.7B1.66%
6
HDHOME DEPOT INC
260,619$59.4B1.55%
7
TFXTELEFLEX INCORPORATED
288,248$58.1B1.52%
8
CECELANESE CORP DEL
618,847$55.6B1.45%
9
NSCNORFOLK SOUTHN CORP
395,043$51.3B1.34%
10
KGCKINROSS GOLD CORP
12,978,114$49.2B1.29%
11
AAPLAPPLE INC
352,540$48.8B1.27%
12
LRCXEURLAM RESEARCH CORP
158,568$47.2B1.23%
13
MPTMEDICAL PPTYS TRUST INC
3,842,475$45.7B1.19%
14
TRUTRANSUNION
760,282$45.3B1.18%
15
ZTSZOETIS INC
287,130$42.1B1.10%
16
PSXPHILLIPS 66
413,320$41.2B1.08%
17
BALLBALL CORP
694,673$37.7B0.98%
18
ROSTROSS STORES INC
444,419$37.7B0.98%
19
WSTWEST PHARMACEUTICAL SVSC INC
193,150$36.2B0.95%
20
DWDMORGAN STANLEY
834,022$35.6B0.93%
21
LIILENNOX INTL INC
156,431$34.4B0.90%
22
CMICUMMINS INC
175,106$34.1B0.89%
23
FDXFEDEX CORP
241,706$34.1B0.89%
24
MSCIMSCI INC
122,804$32.7B0.85%
25
MAMASTERCARD INCORPORATED
232,452$32.7B0.85%
26
BACVERIZON COMMUNICATIONS INC
837,339$32.4B0.84%
27
ADBEADOBE SYSTEMS INCORPORATED
120,831$32.2B0.84%
28
DHID R HORTON INC
435,976$29.2B0.76%
29
TXNTEXAS INSTRS INC
188,706$29.0B0.76%
30
MKTXMARKETAXESS HLDGS INC
117,418$28.9B0.75%
31
NOWSERVICENOW INC
98,881$28.4B0.74%
32
ALGTALLEGIANT TRAVEL CO
273,340$27.8B0.72%
33
BBYBEST BUY INC
437,271$27.7B0.72%
34
VEEVVEEVA SYS INC
168,001$27.7B0.72%
35
TTCTORO CO
313,790$27.2B0.71%
36
RGLDROYAL GOLD INC
268,065$25.3B0.66%
37
DPZDOMINOS PIZZA INC
92,533$25.2B0.66%
38
CRMSALESFORCE INC
191,177$24.7B0.65%
39
HONHONEYWELL INTL INC
172,152$24.4B0.64%
40
FRCBFIRST REP BK SAN FRANCISCO C
186,273$24.0B0.63%
41
CHECHEMED CORP NEW
52,788$24.0B0.63%
42
SUISUN CMNTYS INC
175,173$23.6B0.62%
43
GPNGLOBAL PMTS INC
219,927$23.5B0.61%
44
TFCTRUIST FINL CORP
533,762$23.2B0.61%
45
POOLPOOL CORP
72,993$23.2B0.61%
46
TMOTHERMO FISHER SCIENTIFIC INC
47,642$23.0B0.60%
47
SBUXSTARBUCKS CORP
276,951$22.2B0.58%
48
ICEINTERCONTINENTAL EXCHANGE IN
252,975$22.1B0.58%
49
METAMETA PLATFORMS INC
163,082$22.0B0.57%
50
IDXXIDEXX LABS INC
73,733$21.8B0.57%
51
CFGCITIZENS FINL GROUP INC
390,853$21.7B0.57%
52
CGNXCOGNEX CORP
518,742$21.6B0.56%
53
VFCV F CORP
569,113$21.5B0.56%
54
AG8AGILENT TECHNOLOGIES INC
174,522$21.5B0.56%
55
STESTERIS PLC
331,270$21.3B0.55%
56
LOWLOWES COS INC
101,794$21.0B0.55%
57
WMTWALMART INC
161,417$21.0B0.55%
58
WDWALKER & DUNLOP INC
150,695$20.7B0.54%
59
CBUCOMMUNITY BK SYS INC
413,147$19.8B0.52%
60
AWCAMERICAN WTR WKS CO INC NEW
139,080$19.8B0.52%
61
KDKYNDRYL HLDGS INC
174,924$19.7B0.51%
62
CMCSACOMCAST CORP NEW
546,354$19.7B0.51%
63
MDTMEDTRONIC PLC
254,390$19.5B0.51%
64
LYBLYONDELLBASELL INDUSTRIES N
254,539$19.3B0.50%
65
BACBK OF AMERICA CORP
639,582$19.2B0.50%
66
APDAIR PRODS & CHEMS INC
115,675$19.2B0.50%
67
FNFFIDELITY NATIONAL FINANCIAL
519,305$18.9B0.49%
68
AMEAMETEK INC
165,866$18.8B0.49%
69
PFSIPENNYMAC FINL SVCS INC NEW
260,261$18.7B0.49%
70
OKEONEOK INC NEW
362,573$18.5B0.48%
71
AVGOBROADCOM INC
62,719$18.2B0.47%
72
HELEHELEN OF TROY LTD
135,854$18.1B0.47%
73
MRKMERCK & CO INC
208,305$17.7B0.46%
74
EAELECTRONIC ARTS INC
150,953$17.5B0.46%
75
8CWCROWN CASTLE INC
120,887$17.4B0.45%
76
MDC1USDM D C HLDGS INC
600,886$17.3B0.45%
77
OGM1COGENT COMMUNICATIONS HLDGS
262,593$16.7B0.44%
78
BLKCHFBLACKROCK INC
41,436$16.6B0.43%
79
KBHKB HOME
385,392$16.5B0.43%
80
BAXBAXTER INTL INC
297,946$16.3B0.42%
81
BLDTOPBUILD CORP
97,473$15.7B0.41%
82
AMTAMERICAN TOWER CORP NEW
73,122$15.7B0.41%
83
ASMLASML HOLDING N V
62,640$15.6B0.41%
84
WTSWATTS WATER TECHNOLOGIES INC
50,743$15.6B0.41%
85
STTSTATE STR CORP
234,060$15.3B0.40%
86
ABTABBOTT LABS
162,562$15.0B0.39%
87
BXMTBLACKSTONE MTG TR INC
512,931$14.9B0.39%
88
WGOWINNEBAGO INDS INC
259,315$14.9B0.39%
89
TREXTREX CO INC
337,814$14.8B0.39%
90
RGENREPLIGEN CORP
75,474$14.4B0.37%
91
CSCOCISCO SYS INC
356,818$14.4B0.37%
92
FOXFFOX FACTORY HLDG CORP
180,416$14.3B0.37%
93
ITTITT INC
219,558$14.3B0.37%
94
ORCLORACLE CORP
59,150$14.2B0.37%
95
SOXXISHARES TR
51,378$14.1B0.37%
96
8INSYNEOS HEALTH INC
294,389$14.1B0.37%
97
INTCINTEL CORP
527,284$13.9B0.36%
98
TSNTYSON FOODS INC
178,035$13.8B0.36%
99
DEIDOUGLAS EMMETT INC
747,987$13.6B0.36%
100
DISDISNEY WALT CO
97,782$13.6B0.35%
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