NFJ INVESTMENT GROUP, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1862664
Institutional-grade research for retail investors
Sector Allocation
- Financials26.3%$777.8M
- Technology23.3%$687.6M
- Industrials11.7%$346.0M
- Energy10.0%$294.6M
- Materials6.8%$201.8M
- Healthcare6.3%$187.5M
- Consumer Staples4.9%$143.7M
- Real Estate4.8%$140.3M
- Consumer Discretionary3.7%$110.7M
- Utilities1.9%$56.3M
AUM History
13fpro.ai/research/fund/nfj-investment-group-llc-1862664
Conviction and streaks
Concentrating · top 10 = 27.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
DINO
$97.4MAAPL
$91.3MGEV
$87.1MLLY
$85.7MSCHW
$85.5MGOOGL
$83.3MHSY
$82.3MMSFT
$79.8MPLD
$70.5MALL
$57.5MAPH
$56.8MJPM
$55.0MUMBF
$47.0MEOG
$46.8MMPC
$43.1MNEE
$43.1MPNFP
$42.1MABBV
$41.7MMS
$41.7MGBCI
$40.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/nfj-investment-group-llc-1862664
NFJ INVESTMENT GROUP, LLC 13F holdings — Q2 2026
$3.0B portfolio (+11.9% QoQ) · 208 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
$97.4M
3.3% of stocks
-9%This quarter—Since Q-end—HeldAIQuality60.2#873Est. buy—$91.3M
3.1% of stocks
NewThis quarter—Since Q-endNew this quarterHeldAIQuality75.7#88Est. buy—$87.1M
3.0% of stocks
+4%This quarter—Since Q-end—HeldAIQuality79.8#32Est. buy—$85.7M
2.9% of stocks
+34%This quarter—Since Q-end—HeldAIQuality85.7#4Est. buy—$85.5M
2.9% of stocks
+18%This quarter—Since Q-end—HeldAIQuality79.8#33Est. buy—$83.3M
2.8% of stocks
-4%This quarter—Since Q-end—Held$82.3M
2.8% of stocks
+177%This quarter—Since Q-end—Held$79.8M
2.7% of stocks
+169%This quarter—Since Q-end—Held$70.5M
2.4% of stocks
-2%This quarter—Since Q-end—Held$57.5M
1.9% of stocks
NewThis quarter—Since Q-endNew this quarterHeld
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $97.4M | 3.3% | -9% | — | — | 60.2#873 | — | ||
| 2 | $91.3M | 3.1% | New | — | New this quarter | 75.7#88 | — | ||
| 3 | $87.1M | 3.0% | +4% | — | — | 79.8#32 | — | ||
| 4 | $85.7M | 2.9% | +34% | — | — | 85.7#4 | — | ||
| 5 | $85.5M | 2.9% | +18% | — | — | 79.8#33 | — | ||
| 6 | $83.3M | 2.8% | -4% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $82.3M | 2.8% | +177% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $79.8M | 2.7% | +169% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $70.5M | 2.4% | -2% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $57.5M | 1.9% | New | — | New this quarter | AI quality score is Pro: unlock with a free trial | — |
All holdings — NFJ INVESTMENT GROUP, LLC (Q2 2026)
208 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMPHENOL CORP /DE/ | Technology | $56.8M | 1.9% | 322K | +30% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | JPMORGAN CHASE & CO | Financials | $55.0M | 1.9% | 168K | +58% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | UMB FINANCIAL CORP | Financials | $47.0M | 1.6% | 329K | +1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | EOG RESOURCES INC | Energy | $46.8M | 1.6% | 361K | +173% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Marathon Petroleum Corp | Energy | $43.1M | 1.5% | 169K | +0.2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NEXTERA ENERGY INC | Utilities | $43.1M | 1.5% | 491K | -0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Pinnacle Financial Partners, Inc. | Financials | $42.1M | 1.4% | 417K | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | AbbVie Inc. | Healthcare | $41.7M | 1.4% | 166K | +47% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MORGAN STANLEY | Financials | $41.7M | 1.4% | 199K | +41% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | GLACIER BANCORP, INC. | Financials | $40.1M | 1.4% | 778K | -35% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GOLDMAN SACHS GROUP INC | Financials | $40.0M | 1.4% | 40K | +202% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | MICRON TECHNOLOGY INC | Technology | $39.8M | 1.4% | 34K | +1182% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BANK OF HAWAII CORP | Financials | $39.8M | 1.4% | 488K | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BWX Technologies, Inc. | Industrials | $39.3M | 1.3% | 202K | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | KENNAMETAL INC | Industrials | $36.2M | 1.2% | 1.03M | +11% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MGA | MAGNA INTERNATIONAL INC | Industrials | $35.9M | 1.2% | 547K | -0.9% | |||
| 27 | $INDB | INDEPENDENT BANK CORP | Financials | $35.3M | 1.2% | 421K | -7% | |||
| 28 | $CMC | COMMERCIAL METALS Co | Materials | $34.1M | 1.1% | 544K | -38% | |||
| 29 | $NUE | NUCOR CORP | Materials | $33.9M | 1.1% | 152K | -22% | |||
| 30 | $NTR | Nutrien Ltd. | Materials | $33.7M | 1.1% | 530K | -0.4% | |||
| 31 | $PSX | Phillips 66 | Energy | $32.0M | 1.1% | 189K | +1% | |||
| 32 | $HPE | Hewlett Packard Enterprise Co | Technology | $31.2M | 1.1% | 692K | +30% | |||
| 33 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $30.9M | 1.1% | 1.19M | -3% | |||
| 34 | $DELL | Dell Technologies Inc. | Technology | $29.8M | 1.0% | 69K | -34% | |||
| 35 | $EL | ESTEE LAUDER COMPANIES INC | Consumer Staples | $29.6M | 1.0% | 374K | +6% | |||
| 36 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $27.4M | 0.9% | 148K | -7% | |||
| 37 | $MRVL | Marvell Technology, Inc. | Technology | $26.5M | 0.9% | 89K | -90% | |||
| 38 | $EQIX | EQUINIX INC | Real Estate | $26.5M | 0.9% | 25K | -45% | |||
| 39 | $FLS | FLOWSERVE CORP | Industrials | $26.1M | 0.9% | 352K | -2% | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $25.7M | 0.9% | 108K | New | |||
| 41 | $ALB | ALBEMARLE CORP | Materials | $23.3M | 0.8% | 173K | +16% | |||
| 42 | $TFC | TRUIST FINANCIAL CORP | Financials | $23.3M | 0.8% | 467K | -0.2% | |||
| 43 | $GE | GENERAL ELECTRIC CO | Industrials | $22.2M | 0.8% | 59K | +107% | |||
| 44 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $22.1M | 0.8% | 90K | +0.3% | |||
| 45 | $INTC | INTEL CORP | Technology | $21.0M | 0.7% | 150K | New | |||
| 46 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $20.9M | 0.7% | 36K | -81% | |||
| 47 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $20.9M | 0.7% | 366K | +0.3% | |||
| 48 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $20.6M | 0.7% | 59K | -26% | |||
| 49 | $F | FORD MOTOR CO | Consumer Discretionary | $20.6M | 0.7% | 1.48M | New | |||
| 50 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $20.3M | 0.7% | 223K | -15% | |||
| 51 | $SNDK | Sandisk Corp | Technology | $20.2M | 0.7% | 8,875 | New | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $18.9M | 0.6% | 717K | New | |||
| 53 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $18.9M | 0.6% | 67K | New | |||
| 54 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $18.9M | 0.6% | 229K | +10% | |||
| 55 | $EXEL | EXELIXIS, INC. | Healthcare | $18.4M | 0.6% | 338K | -8% | |||
| 56 | $LFUS | LITTELFUSE INC /DE | Technology | $17.7M | 0.6% | 39K | -12% | |||
| 57 | $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Financials | $17.5M | 0.6% | 260K | -62% | |||
| 58 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $16.8M | 0.6% | 146K | +42% | |||
| 59 | $C | CITIGROUP INC | Financials | $16.8M | 0.6% | 120K | -13% | |||
| 60 | $MKSI | MKS INC | Technology | $16.3M | 0.6% | 37K | -39% | |||
| 61 | $GLW | CORNING INC /NY | Materials | $15.6M | 0.5% | 61K | New | |||
| 62 | $LKFN | LAKELAND FINANCIAL CORP | Financials | $14.4M | 0.5% | 233K | -49% | |||
| 63 | $JLL | JONES LANG LASALLE INC | Real Estate | $14.0M | 0.5% | 45K | +420% | |||
| 64 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $13.9M | 0.5% | 102K | -1% | |||
| 65 | $CVX | CHEVRON CORP | Energy | $13.5M | 0.5% | 81K | -30% | |||
| 66 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $13.2M | 0.5% | 123K | +78% | |||
| 67 | $ABNB | Airbnb, Inc. | Technology | $13.2M | 0.5% | 92K | -2% | |||
| 68 | $CF | CF Industries Holdings, Inc. | Materials | $13.0M | 0.4% | 120K | +512% | |||
| 69 | $AU | AngloGold Ashanti PLC | Materials | $12.7M | 0.4% | 9,590 | -17% | |||
| 70 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $12.3M | 0.4% | 238K | -58% | |||
| 71 | $JD | JD.com, Inc. | Consumer Discretionary | $12.2M | 0.4% | 478K | -16% | |||
| 72 | $BA | BOEING CO | Industrials | $12.2M | 0.4% | 56K | +7% | |||
| 73 | $CFG | CITIZENS FINANCIAL GROUP INC/RI | Financials | $11.9M | 0.4% | 170K | +21% | |||
| 74 | $AGCO | AGCO CORP /DE | Industrials | $11.6M | 0.4% | 97K | +0.1% | |||
| 75 | $AEO | AMERICAN EAGLE OUTFITTERS INC | Consumer Discretionary | $11.0M | 0.4% | 637K | New | |||
| 76 | $FR | FIRST INDUSTRIAL REALTY TRUST INC | Real Estate | $10.7M | 0.4% | 175K | -4% | |||
| 77 | $JBTM | JBT MAREL Corp | Industrials | $10.1M | 0.3% | 70K | — | |||
| 78 | $VSXY | Victoria's Secret & Co. | Consumer Discretionary | $10.0M | 0.3% | 120K | +226% | |||
| 79 | $ORCL | ORACLE CORP | Technology | $9.8M | 0.3% | 67K | New | |||
| 80 | $TEL | TE Connectivity plc | Technology | $9.7M | 0.3% | 48K | +100% | |||
| 81 | $TPC | TUTOR PERINI CORP | Industrials | $9.6M | 0.3% | 115K | +21% | |||
| 82 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.5M | 0.3% | 10K | +0.0% | |||
| 83 | $NEM | NEWMONT Corp /DE/ | Materials | $9.3M | 0.3% | 99K | -25% | |||
| 84 | $SWKS | SKYWORKS SOLUTIONS, INC. | Technology | $9.3M | 0.3% | 137K | New | |||
| 85 | $KALU | KAISER ALUMINUM CORP | Materials | $9.1M | 0.3% | 46K | -62% | |||
| 86 | $FOXA | Fox Corp | Communication Services | $8.8M | 0.3% | 169K | New | |||
| 87 | $MTDR | Matador Resources Co | Energy | $8.5M | 0.3% | 171K | -9% | |||
| 88 | $META | Meta Platforms, Inc. | Technology | $8.2M | 0.3% | 15K | -53% | |||
| 89 | $GTY | GETTY REALTY CORP /MD/ | Real Estate | $8.2M | 0.3% | 245K | -0.4% | |||
| 90 | $WST | WEST PHARMACEUTICAL SERVICES INC | Healthcare | $7.8M | 0.3% | 22K | +0.0% | |||
| 91 | $KEYS | Keysight Technologies, Inc. | Technology | $7.4M | 0.3% | 21K | New | |||
| 92 | $ADI | ANALOG DEVICES INC | Technology | $7.3M | 0.3% | 18K | -14% | |||
| 93 | $EWBC | EAST WEST BANCORP INC | Financials | $6.9M | 0.2% | 54K | -8% | |||
| 94 | $MTB | M&T BANK CORP | Financials | $6.7M | 0.2% | 28K | — | |||
| 95 | $SANM | SANMINA CORP | Technology | $6.6M | 0.2% | 26K | New | |||
| 96 | $NTRS | NORTHERN TRUST CORP | Financials | $6.2M | 0.2% | 36K | -3% | |||
| 97 | $DVN | DEVON ENERGY CORP/DE | Energy | $6.1M | 0.2% | 148K | -0.2% | |||
| 98 | $FCX | FREEPORT-MCMORAN INC | Materials | $6.1M | 0.2% | 97K | -46% | |||
| 99 | $EFSC | ENTERPRISE FINANCIAL SERVICES CORP | Financials | $6.0M | 0.2% | 91K | -48% | |||
| 100 | $TER | TERADYNE, INC | Technology | $6.0M | 0.2% | 12K | New | |||
| 101 | $RDN | RADIAN GROUP INC | Financials | $5.9M | 0.2% | 156K | +98% | |||
| 102 | $WDC | WESTERN DIGITAL CORP | Technology | $5.9M | 0.2% | 9,193 | New | |||
| 103 | $INDV | Indivior Pharmaceuticals, Inc. | Healthcare | $5.7M | 0.2% | 139K | New | |||
| 104 | $SSB | SouthState Bank Corp | Financials | $5.6M | 0.2% | 56K | -82% | |||
| 105 | $AER | AerCap Holdings N.V. | Industrials | $5.4M | 0.2% | 37K | — | |||
| 106 | $AEE | AMEREN CORP | Utilities | $5.4M | 0.2% | 48K | -5% | |||
| 107 | $TRNO | Terreno Realty Corp | Real Estate | $5.3M | 0.2% | 81K | -1% | |||
| 108 | $EVR | Evercore Inc. | Financials | $5.1M | 0.2% | 15K | New | |||
| 109 | $MDB | MongoDB, Inc. | Technology | $4.7M | 0.2% | 14K | New | |||
| 110 | $QXO | QXO, Inc. | Consumer Discretionary | $4.7M | 0.2% | 272K | — | |||
| 111 | $LGND | LIGAND PHARMACEUTICALS INC | Healthcare | $4.3M | 0.1% | 14K | — | |||
| 112 | $PRG | PROG Holdings, Inc. | Industrials | $4.3M | 0.1% | 92K | — | |||
| 113 | $XYL | Xylem Inc. | Industrials | $4.1M | 0.1% | 35K | — | |||
| 114 | $WTRG | Essential Utilities, Inc. | Utilities | $4.0M | 0.1% | 106K | — | |||
| 115 | $BMRN | BIOMARIN PHARMACEUTICAL INC | Healthcare | $3.9M | 0.1% | 68K | — | |||
| 116 | $AMRX | Amneal Pharmaceuticals, Inc. | Healthcare | $3.8M | 0.1% | 218K | New | |||
| 117 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $3.8M | 0.1% | 97K | New | |||
| 118 | $UBER | Uber Technologies, Inc | Technology | $3.7M | 0.1% | 51K | -41% | |||
| 119 | $KLIC | KULICKE & SOFFA INDUSTRIES INC | Technology | $3.5M | 0.1% | 26K | New | |||
| 120 | $EE | Excelerate Energy, Inc. | Energy | $3.5M | 0.1% | 92K | — | |||
| 121 | $PII | Polaris Inc. | Industrials | $3.4M | 0.1% | 50K | — | |||
| 122 | $CPRX | CATALYST PHARMACEUTICALS, INC. | Healthcare | $3.3M | 0.1% | 106K | New | |||
| 123 | $UVE | UNIVERSAL INSURANCE HOLDINGS, INC. | Financials | $3.3M | 0.1% | 79K | +0.2% | |||
| 124 | $OVV | Ovintiv Inc. | Energy | $3.3M | 0.1% | 62K | — | |||
| 125 | $OKE | ONEOK INC /NEW/ | Energy | $3.3M | 0.1% | 37K | -0.6% | |||
| 126 | $PBF | PBF Energy Inc. | Energy | $3.2M | 0.1% | 71K | -14% | |||
| 127 | $KGS | Kodiak Gas Services, Inc. | Energy | $3.2M | 0.1% | 42K | -43% | |||
| 128 | $DAN | DANA Inc | Industrials | $3.1M | 0.1% | 116K | — | |||
| 129 | $SSRM | SSR MINING INC. | Financials | $3.1M | 0.1% | 108K | -1% | |||
| 130 | $ASB | ASSOCIATED BANC-CORP | Financials | $3.0M | 0.1% | 98K | — | |||
| 131 | $AAP | ADVANCE AUTO PARTS INC | Consumer Discretionary | $3.0M | 0.1% | 48K | -24% | |||
| 132 | $UBSI | UNITED BANKSHARES INC/WV | Financials | $2.9M | 0.1% | 64K | — | |||
| 133 | $CWK | Cushman & Wakefield Ltd. | Real Estate | $2.9M | 0.1% | 218K | New | |||
| 134 | $ADTN | ADTRAN Holdings, Inc. | Technology | $2.9M | 0.1% | 208K | New | |||
| 135 | $DY | DYCOM INDUSTRIES INC | Energy | $2.9M | 0.1% | 5,727 | -26% | |||
| 136 | $FIBK | FIRST INTERSTATE BANCSYSTEM INC | Financials | $2.8M | 0.1% | 74K | — | |||
| 137 | $SMG | SCOTTS MIRACLE-GRO CO | Materials | $2.8M | 0.1% | 41K | -9% | |||
| 138 | $WTS | WATTS WATER TECHNOLOGIES INC | Industrials | $2.8M | 0.1% | 7,208 | -22% | |||
| 139 | $HLIO | HELIOS TECHNOLOGIES, INC. | Industrials | $2.8M | 0.1% | 32K | New | |||
| 140 | $HCC | WARRIOR MET COAL, INC. | Energy | $2.8M | 0.1% | 35K | +117% | |||
| 141 | $CRGY | Crescent Energy Co | Energy | $2.8M | 0.1% | 286K | — | |||
| 142 | $SM | SM Energy Co | Energy | $2.8M | 0.1% | 107K | +11% | |||
| 143 | $ANDE | Andersons, Inc. | Consumer Staples | $2.8M | 0.1% | 41K | New | |||
| 144 | $BCRX | BIOCRYST PHARMACEUTICALS INC | Healthcare | $2.8M | 0.1% | 279K | New | |||
| 145 | $ANIP | ANI PHARMACEUTICALS INC | Healthcare | $2.8M | 0.1% | 33K | New | |||
| 146 | $YOU | Clear Secure, Inc. | Technology | $2.8M | 0.1% | 49K | -6% | |||
| 147 | $CHEF | Chefs' Warehouse, Inc. | Consumer Staples | $2.7M | 0.1% | 29K | -32% | |||
| 148 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $2.7M | 0.1% | 35K | — | |||
| 149 | $VIAV | VIAVI SOLUTIONS INC. | Technology | $2.7M | 0.1% | 57K | -31% | |||
| 150 | $CRUS | CIRRUS LOGIC, INC. | Technology | $2.7M | 0.1% | 18K | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 48 added to, 80 trimmed, 56 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
first bought this quarter
first bought this quarter
$BWXTBWX Technologies, Inc.$39.3M
first bought this quarter
$AMZNAMAZON COM INC$25.7M
first bought this quarter
$INTCINTEL CORP$21.0M
first bought this quarter
$FFORD MOTOR CO$20.6M
first bought this quarter
+37 more in the Excel export
Added to (48)
now $82.3M
now $79.8M
$MUMICRON TECHNOLOGY INC+1182%
now $39.8M
now $46.8M
$GSGOLDMAN SACHS GROUP INC+202%
now $40.0M
now $85.7M
+42 more in the Excel export
Trimmed (80)
$MRVLMarvell Technology, Inc.-90%
now $26.5M
$AMDADVANCED MICRO DEVICES INC-81%
now $20.9M
$CBUCOMMUNITY FINANCIAL SYSTEM, INC.-62%
now $17.5M
$SSBSouthState Bank Corp-82%
now $5.6M
now $40.1M
$EQIXEQUINIX INC-45%
now $26.5M
+74 more in the Excel export
Sold out (56)
$RGLDROYAL GOLD INCwas $42.2M
held 2 qtrs
$UHSUNIVERSAL HEALTH SERVICES INCwas $40.4M
held 4 qtrs
$PFEPFIZER INCwas $39.3M
held 9+ qtrs
$SLBSLB LIMITED/NVwas $28.8M
held 9+ qtrs
$HBANHUNTINGTON BANCSHARES INC /MD/was $24.4M
held 1 qtr
$HCAHCA Healthcare, Inc.was $24.1M
+50 more in the Excel export
Holdings by quarter
Every 13F NFJ INVESTMENT GROUP, LLC has filed, 21 earlier quarters. Pick one to see what it held then.
Email me the moment this fund files its next 13FPro
Portfolio Overview
NFJ INVESTMENT GROUP, LLC disclosed 208 positions worth $3.0B in its Form 13F-HR for Q2 2026, led by $DINO (HF Sinclair Corp) at 3.3% of the equity portfolio, followed by $AAPL and $GEV. During the quarter the fund opened 43 new positions and exited 56 — including a new stake in $AAPL and a full exit from $RGLD. The portfolio is most concentrated in Financials (26.3% of disclosed assets). All figures are sourced directly from NFJ INVESTMENT GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 1862664.
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AI-Powered Hedge Fund Analysis: NFJ INVESTMENT GROUP, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For NFJ INVESTMENT GROUP, LLC (SEC CIK: 1862664), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NFJ INVESTMENT GROUP, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.