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CIK: 0001629649
Total reported value
$8.5B
$8.5B
874 檔
40.9%
The Q1 2026 SEC filing reveals that Northwestern Mutual Investment Management Company, LLC held a total portfolio value of $8.5B, covering 874 public equity positions.
In Q1 2026, Northwestern Mutual Investment Management Company, LLC displayed an active expansion posture, initiating 18 new positions and adding to 111 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 874 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 16.62% | -3.93% | -28.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.88% | +0.46% | -20.26% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 9.92% | -1.20% | -15.60% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.77% | -1.07% | -23.51% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.69% | +0.14% | +6.15% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.96% | +1.25% | -40.51% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | -0.24% | +0.14% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.81% | -0.21% | -0.50% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.51% | +0.24% | +5.51% | |
| 10 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.38% | -1.38% | EXIT | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.29% | +0.05% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.11% | +0.56% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.02% | +0.21% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.74% | +2.78% | -89.48% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | -0.04% | +0.54% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.18% | -2.14% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | -0.02% | +0.72% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.15% | +0.57% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.52% | -0.06% | — | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.06% | +0.23% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.44% | +3.31% | -89.52% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.09% | +0.15% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.05% | -0.82% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.01% | -0.07% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.13% | -0.76% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.06% | +0.17% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | -0.07% | +0.11% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | -0.04% | -0.24% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.05% | +0.30% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | -0.04% | -0.53% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.20% | -0.09% | -0.21% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.19% | -0.07% | -0.82% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | -0.02% | +0.14% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.18% | +0.31% | +0.42% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.03% | -0.40% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.16% | -0.06% | +0.14% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.16% | +0.20% | +0.29% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.16% | +0.02% | -0.43% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.03% | +0.16% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | -0.02% | -1.09% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.15% | +0.02% | +0.41% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.14% | -0.02% | +0.14% | |
| 43 | GE | General Electric | Stock-Industrials | 0.14% | +0.01% | -0.43% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.02% | +0.14% | |
| 45 | FNV | Franco-nevada CORP | Stock-Materials | 0.14% | -0.05% | -8.07% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.13% | +0.09% | -0.22% | |
| 47 | LRCX | Lam Research CORP | Stock-Tech | 0.13% | +0.07% | -0.43% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.13% | -0.03% | +0.26% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.12% | -0.01% | +0.15% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.03% | +0.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.5% | +6.15% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.2% | -15.60% | Trim |
| 3 | VCLT | Vanguard Long-term CORP Bond | +0.4% | +5.51% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +0.14% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.50% | Trim |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -23.51% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.56% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -0.76% | Trim |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.1% | -2.14% | Trim |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.21% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +0.72% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | +0.54% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +0.17% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.15% | Add |
| 15 | CVX | Chevron CORP | +0.1% | -0.82% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | +0.11% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +0.57% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +0.30% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -0.43% | Trim |
| 20 | MU | Micron Technology Inc | +0.1% | +0.42% | Add |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -0.82% | Trim |
| 22 | AMAT | Applied Materials Inc | +0.1% | -0.22% | Trim |
| 23 | LRCX | Lam Research CORP | +0.1% | -0.43% | Trim |
| 24 | TSLA | Tesla Inc | 0% | +0.23% | Add |
| 25 | SNDK | Sandisk CORP | 0% | +6.14% | Add |
| 26 | GEV | GE Vernova Inc | 0% | -0.52% | Trim |
| 27 | XPO | Xpo Inc | 0% | -0.07% | Trim |
| 28 | COP | Conocophillips | 0% | -0.71% | Trim |
| 29 | CASY | Casey's General Stores Inc | 0% | -0.18% | Trim |
| 30 | MTZ | Mastec Inc | 0% | +0.14% | Add |
| 31 | INTC | Intel CORP | 0% | +4.87% | Add |
| 32 | VZ | Verizon Communications Inc | 0% | +0.16% | Add |
| 33 | MRK | Merck & Co. Inc. | 0% | +0.14% | Add |
| 34 | CW | Curtiss-wright CORP | 0% | +0.13% | Add |
| 35 | UTHR | United Therapeutics CORP | 0% | +0.12% | Add |
| 36 | FNV | Franco-nevada CORP | 0% | -8.07% | Trim |
| 37 | KO | Coca-cola Co/the | 0% | +0.14% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +0.14% | Add |
| 39 | LLY | Eli Lilly & Co | 0% | -0.07% | Trim |
| 40 | V | Visa Inc-class A Shares | 0% | -0.24% | Trim |
| 41 | MA | Mastercard Inc - A | 0% | -0.53% | Trim |
| 42 | OVV | Ovintiv Inc | 0% | +9.78% | Add |
| 43 | ENTG | Entegris Inc | 0% | +0.40% | Add |
| 44 | NXT | Nextpower Inc-cl A | 0% | +0.19% | Add |
| 45 | KLAC | Kla CORP | 0% | -0.10% | Trim |
| 46 | AEM | Agnico Eagle Mines LTD | 0% | +6.24% | Add |
| 47 | ATI | Ati Inc | 0% | +0.13% | Add |
| 48 | CRS | Carpenter Technology | 0% | +0.11% | Add |
| 49 | T | At&t Inc | 0% | -1.11% | Trim |
| 50 | WPM | Wheaton Precious Metals CORP | 0% | +6.24% | Add |
According to official SEC Form 13F filings, Northwestern Mutual Investment Management Company, LLC reported a total U.S. public equity portfolio value of $8.5B across 874 disclosed positions in Q1 2026.
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 EFA, IVV, IJR) accounted for 40.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
IGV
市值: $90.8M
Top Position Liquidated / Trimmed
JNK
前期市值: $175.0M
During Q1 2026, Northwestern Mutual Investment Management Company, LLC's top holdings by market value included EFA (16.6%)、IVV (11.9%)、IJR (9.9%). The largest single position, EFA, represented 16.6% of total portfolio value.
In Q1 2026, Northwestern Mutual Investment Management Company, LLC made 199 total portfolio adjustments, initiating 18 new buys, adding to 111 positions, trimming 62 holdings, and fully liquidating 8 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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