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CIK: 0001862664
Total reported value
$3.0B
$3.0B
283 檔
11.4%
In Q1 2025, Nfj Investment Group, LLC's U.S. equity holdings reached a combined market value of $3.0B, distributed across 283 disclosed stock positions.
In Q1 2025, Nfj Investment Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | Stock-Utilities | 2.74% | -0.27% | -1.18% | |
| 2 | ES | Eversource Energy | Stock-Utilities | 2.25% | -0.68% | EXIT | |
| 3 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 2.16% | — | -16.75% | |
| 4 | PLD | Prologis Inc | Stock-Real Estate | 2.14% | -0.29% | +295.55% | |
| 5 | BAC | Bank Of America CORP | Stock-Financials | 2.00% | +0.04% | -25.08% | |
| 6 | INTU | Intuit Inc | Stock-Tech | 1.89% | -0.25% | EXIT | |
| 7 | PNC | Pnc Financial Services Group | Stock-Financials | 1.85% | +0.04% | -5.30% | |
| 8 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.80% | — | -31.36% | |
| 9 | AWK | American Water Works Co Inc | Stock-Utilities | 1.75% | — | +17.61% | |
| 10 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.67% | — | +89.04% | |
| 11 | TFC | Truist Financial CORP | Stock-Financials | 1.60% | -0.03% | -8.55% | |
| 12 | CBSH | Commerce Bancshares Inc | Stock-Financials | 1.45% | — | -1.23% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.43% | -0.44% | +2.31% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.20% | +13.26% | |
| 15 | RBA | Rb Global Inc | Stock-Industrials | 1.39% | — | +20.82% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.20% | EXIT | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 1.37% | -1.49% | EXIT | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.36% | — | -18.52% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.33% | — | -1.43% | |
| 20 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.31% | -0.91% | EXIT | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | — | -7.19% | |
| 22 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.29% | — | +10.15% | |
| 23 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.17% | — | -1.13% | |
| 24 | OVV | Ovintiv Inc | Stock-Energy | 1.16% | -0.03% | +0.36% | |
| 25 | CCI | Crown Castle Inc | Stock-Real Estate | 1.15% | — | +1.62% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | +0.67% | -2.81% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 1.13% | — | +954.10% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.29% | +38.31% | |
| 29 | USB | US Bancorp | Stock-Financials | 1.07% | — | +0.17% | |
| 30 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.01% | — | -16.60% | |
| 31 | MSCI | Msci Inc | Stock-Financials | 1.01% | — | -35.18% | |
| 32 | BALL | Ball CORP | Stock-Consumer Disc | 0.92% | — | -0.98% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 0.91% | -0.77% | +86.22% | |
| 34 | ALLE | Allegion plc | Stock-Industrials | 0.89% | — | +49.97% | |
| 35 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.89% | — | -13.81% | |
| 36 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.89% | -0.14% | EXIT | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.87% | — | -2.77% | |
| 38 | EOG | Eog Resources Inc | Stock-Energy | 0.86% | +0.86% | +0.93% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | -0.35% | EXIT | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +1.59% | +13.98% | |
| 41 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.82% | — | -1.23% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.80% | — | -0.46% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | — | -12.59% | |
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.71% | +0.11% | — | |
| 45 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.70% | — | -0.94% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.69% | +3.09% | NEW | |
| 47 | EQIX | Equinix Inc | Stock-Real Estate | 0.69% | -0.80% | -7.15% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | — | +70.63% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.68% | +0.53% | -16.27% | |
| 50 | FFIN | First Finl Bankshares Inc | Stock-Financials | 0.68% | — | -3.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 2 | ES | Eversource Energy | — | NEW | New buy |
| 3 | REXR | Rexford Industrial Realty In | — | NEW | New buy |
| 4 | PLD | Prologis Inc | — | NEW | New buy |
| 5 | BAC | Bank Of America CORP | — | NEW | New buy |
| 6 | INTU | Intuit Inc | — | NEW | New buy |
| 7 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 8 | ARE | Alexandria Real Estate Equit | — | NEW | New buy |
| 9 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 10 | MKTX | Marketaxess Holdings Inc | — | NEW | New buy |
| 11 | TFC | Truist Financial CORP | — | NEW | New buy |
| 12 | CBSH | Commerce Bancshares Inc | — | NEW | New buy |
| 13 | CVX | Chevron CORP | — | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 15 | RBA | Rb Global Inc | — | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 17 | PFE | Pfizer Inc | — | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 20 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 21 | HON | Honeywell International Inc | — | NEW | New buy |
| 22 | TSN | Tyson Foods Inc-cl A | — | NEW | New buy |
| 23 | SWK | Stanley Black & Decker Inc | — | NEW | New buy |
| 24 | OVV | Ovintiv Inc | — | NEW | New buy |
| 25 | CCI | Crown Castle Inc | — | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 27 | BLK | Blackrock Inc | — | NEW | New buy |
| 28 | HD | Home Depot Inc | — | NEW | New buy |
| 29 | USB | US Bancorp | — | NEW | New buy |
| 30 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 31 | MSCI | Msci Inc | — | NEW | New buy |
| 32 | BALL | Ball CORP | — | NEW | New buy |
| 33 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 34 | ALLE | Allegion plc | — | NEW | New buy |
| 35 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 36 | INVH | Invitation Homes Inc | — | NEW | New buy |
| 37 | ABT | Abbott Laboratories | — | NEW | New buy |
| 38 | EOG | Eog Resources Inc | — | NEW | New buy |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | MSFT | Microsoft CORP | — | NEW | New buy |
| 41 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 42 | MDT | Medtronic plc | — | NEW | New buy |
| 43 | MA | Mastercard Inc - A | — | NEW | New buy |
| 44 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 45 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 46 | AAPL | Apple Inc | — | NEW | New buy |
| 47 | EQIX | Equinix Inc | — | NEW | New buy |
| 48 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 49 | MS | Morgan Stanley | — | NEW | New buy |
| 50 | FFIN | First Finl Bankshares Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Nfj Investment Group, LLC reported a total U.S. public equity portfolio value of $3.0B across 283 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NEE, ES, REXR) accounted for 11.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NEE
市值: $81.6M
During Q1 2025, Nfj Investment Group, LLC's top holdings by market value included NEE (2.7%)、ES (2.3%)、REXR (2.2%). The largest single position, NEE, represented 2.7% of total portfolio value.
In Q1 2025, Nfj Investment Group, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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