account_balance
Investment manager · 13F filer · SEC CIK 1862664
NFJ Investment Group, LLC
Reported value$2.8Bas of Sep 30, 2026
Positions230 55 new, 33 sold out
Top 10 weight30.4%AMZN alone is 5%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMZNAmazon.com Inc
4.7%Added +392%
AAPLApple Inc.
4.3%Added +14%
MSFTMicrosoft Corp
4.1%Added +4%
LLYELI Lilly & Co
3.0%Added +3%
SCHWCharles Schwab Corp
2.9%Trimmed −11%
HSYHershey Co
2.8%Added +4%
GEVGE Vernova Inc.
2.5%
DINOHF Sinclair Corp
2.2%Trimmed −60%
NEENextEra Energy Inc
2.1%Added +58%
JPMJPMorgan Chase & Co
1.9%
PLDPrologis, Inc.
1.9%Trimmed −20%
MPCMarathon Petroleum Corp
1.8%Trimmed −24%
AMZNAmazon.com Inc
4.7%Added +392%
AAPLApple Inc.
4.3%Added +14%
MSFTMicrosoft Corp
4.1%+4%
LLYELI Lilly & Co
3.0%+3%
SCHWCharles Schwab Corp
2.9%−11%
HSYHershey Co
2.8%
GEVGE Vernova Inc.
2.5%
DINOHF Sinclair Corp
2.2%
NEENextEra Energy Inc
2.1%
JPM1.9%PLD1.9%MPC1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMZN Amazon.com Inc 4.7% Added +392%AAPL Apple Inc. 4.3% Added +14%MSFT Microsoft Corp 4.1% Added +4%LLY ELI Lilly & Co 3.0% Added +3%SCHW Charles Schwab Corp 2.9% Trimmed −11%HSY Hershey Co 2.8% Added +4%GEV GE Vernova Inc. 2.5% HeldDINO HF Sinclair Corp 2.2% Trimmed −60%NEE NextEra Energy Inc 2.1% Added +58%JPM JPMorgan Chase & Co 1.9% HeldPLD Prologis, Inc. 1.9% Trimmed −20%MPC Marathon Petroleum Corp 1.8% Trimmed −24%
What changed
Biggest moves since Jun 30, 2026
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