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Funds / Nfj Investment Group, LLC
Institutional Fund

Nfj Investment Group, LLC

Dallas, TXCIK 18626645 filings on record

Portfolio Value
$2.64B
Q1 2026
Holdings
221
Reported positions
New Buys
42
Opened this quarter
QoQ Change
-5.0%
from $2.78B

Portfolio Value Trend

Reported 13F value by quarter

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Top Allocations

Largest positions by weight

  • Hf Sinclair Corp3.6%
  • Marvell Technology Inc3.4%
  • Schwab Charles Corp2.8%
  • Prologis Inc.2.7%
  • Alphabet Inc2.7%
  • Ge Vernova Inc2.4%
  • Other82.5%

Portfolio Holdings

221 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Hf Sinclair Corp1.54M$96.00M3.6%334.9KReduced
2Marvell Technology Inc909.8K$90.11M3.4%113.1KReduced
3Schwab Charles Corp782.3K$73.52M2.8%92.1KReduced
4Prologis Inc.532.7K$70.42M2.7%75.6KReduced
5Alphabet Inc243.9K$70.13M2.7%24.0KReduced
6Ge Vernova Inc71.5K$62.39M2.4%+70.7KAdded
7Commercial Metals Co880.2K$54.07M2.0%+698.2KAdded
8Glacier Bancorp Inc New1.19M$53.35M2.0%+5.3KAdded
9Eli Lilly & Co53.5K$49.22M1.9%+28.6KAdded
10Nextera Energy Inc492.4K$45.74M1.7%283.4KReduced

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