NFJ INVESTMENT GROUP, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$3.8B

Holdings

285

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (285 positions)

StockValue
JPMJPMORGAN CHASE & CO
$102.5M
SWKSTANLEY BLACK & DECKER INC
$86.7M
CECELANESE CORP DEL
$84.1M
HDHOME DEPOT INC
$76.4M
TFXTELEFLEX INCORPORATED
$75.8M
BACBANK AMERICA CORP
$75.5M
MSFTMICROSOFT CORP
$74.4M
ZTSZOETIS INC
$70.4M
AREALEXANDRIA REAL ESTATE EQ IN
$63.3M
TRUTRANSUNION
$55.9M
KGCKINROSS GOLD CORP
$53.1M
MPTMEDICAL PPTYS TRUST INC
$52.6M
LRCXEURLAM RESEARCH CORP
$51.8M
ADBEADOBE SYSTEMS INCORPORATED
$49.1M
AAPLAPPLE INC
$48.2M
TFCTRUIST FINL CORP
$46.9M
ROSTROSS STORES INC
$46.7M
BACVERIZON COMMUNICATIONS INC
$41.6M
FQIDIGITAL RLTY TR INC
$41.3M
DHID R HORTON INC
$40.4M
LIILENNOX INTL INC
$40.0M
BALLBALL CORP
$38.1M
TXNTEXAS INSTRS INC
$37.6M
BBYBEST BUY INC
$37.3M
DWDMORGAN STANLEY
$36.9M
NSCNORFOLK SOUTHN CORP
$35.8M
PSXPHILLIPS 66
$34.2M
FDXFEDEX CORP
$33.8M
WSTWEST PHARMACEUTICAL SVSC INC
$33.5M
MSCIMSCI INC
$32.6M
SUISUN CMNTYS INC
$32.5M
TMOTHERMO FISHER SCIENTIFIC INC
$30.4M
RGLDROYAL GOLD INC
$30.3M
SBUXSTARBUCKS CORP
$29.2M
VEEVVEEVA SYS INC
$28.1M
FRCBFIRST REP BK SAN FRANCISCO C
$27.7M
ICEINTERCONTINENTAL EXCHANGE IN
$27.6M
CGNXCOGNEX CORP
$27.2M
NOWSERVICENOW INC
$26.9M
MKTXMARKETAXESS HLDGS INC
$26.5M
AVGOBROADCOM INC
$26.2M
CMICUMMINS INC
$26.1M
WMTWALMART INC
$26.1M
TTCTORO CO
$26.1M
OKEONEOK INC NEW
$25.4M
CSCOCISCO SYS INC
$25.1M
CMCSACOMCAST CORP NEW
$24.7M
APDAIR PRODS & CHEMS INC
$24.6M
ABTABBOTT LABS
$24.4M
AWCAMERICAN WTR WKS CO INC NEW
$24.2M
IDXXIDEXX LABS INC
$23.7M
LYBLYONDELLBASELL INDUSTRIES N
$23.5M
TSNTYSON FOODS INC
$23.4M
HONHONEYWELL INTL INC
$23.3M
GPNGLOBAL PMTS INC
$23.0M
FNFFIDELITY NATIONAL FINANCIAL
$23.0M
8CWCROWN CASTLE INC
$22.8M
AMEAMETEK INC
$22.6M
POOLPOOL CORP
$22.2M
EAELECTRONIC ARTS INC
$22.1M
MDTMEDTRONIC PLC
$21.5M
BLKCHFBLACKROCK INC
$21.3M
DPZDOMINOS PIZZA INC
$21.1M
METAMETA PLATFORMS INC
$20.6M
AG8AGILENT TECHNOLOGIES INC
$20.5M
TRVCCITIGROUP INC
$20.4M
INTCINTEL CORP
$19.9M
IWDISHARES TR
$19.6M
VFCV F CORP
$19.1M
MAMASTERCARD INCORPORATED
$18.2M
CHECHEMED CORP NEW
$18.2M
BAXBAXTER INTL INC
$18.0M
KBHKB HOME
$17.5M
BLDTOPBUILD CORP
$16.9M
WENWENDYS CO
$16.3M
MDC1USDM D C HLDGS INC
$15.6M
SPGIS&P GLOBAL INC
$15.4M
ITTITT INC
$15.3M
FOXFFOX FACTORY HLDG CORP
$15.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$15.1M
OGM1COGENT COMMUNICATIONS HLDGS
$14.6M
TREXTREX CO INC
$14.0M
HELEHELEN OF TROY LTD
$13.7M
PACWUSDPACWEST BANCORP DEL
$13.6M
GOOGLALPHABET INC
$13.4M
TDYTELEDYNE TECHNOLOGIES INC
$13.3M
STESTERIS PLC
$13.2M
AMTAMERICAN TOWER CORP NEW
$13.1M
WGOWINNEBAGO INDS INC
$13.1M
EXASEXACT SCIENCES CORP
$13.1M
VVISA INC
$13.1M
TROWPRICE T ROWE GROUP INC
$12.9M
WTWWILLIS TOWERS WATSON PLC LTD
$12.6M
CPRTCOPART INC
$12.5M
FICOFAIR ISAAC CORP
$12.4M
BXMTBLACKSTONE MTG TR INC
$12.4M
NVDANVIDIA CORPORATION
$12.3M
ELLAUDER ESTEE COS INC
$12.2M
PKXPOSCO HOLDINGS INC
$12.2M
AVYAVERY DENNISON CORP
$12.1M
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