Sponsored

The Analysis of NFJ INVESTMENT GROUP, LLC's Holdings & P&L

Currently, NFJ INVESTMENT GROUP, LLC holds 221 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in GEV (+70.7K shares, valued at $61.7M), CMC (+698.2K shares, valued at $42.9M), N/A (+431.8K shares, valued at $37.2M); decreased their positions in BKNG (-12.6K shares, valued at $52.9M), CART (-804.8K shares, valued at $30.1M), NEE (-283.4K shares, valued at $26.3M); initiated new positions in N/A (+431.8K shares, valued at $37.2M), HSY (+169.5K shares, valued at $35.2M), KMT (+929.3K shares, valued at $33.6M).

1M P&L

+89.2M+3.50%

3M P&L

+202.7M+8.33%

HY P&L

+304.0M+13.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Regional401.3M

17.1%

2Oil & Gas Refining & Marketing179.1M

7.6%

3Drug Manufacturers - General113.0M

4.8%

Top Industries by Stock Count

1Banks - Regional26 stocks

12.6%

2Software - Application9 stocks

4.4%

3Semiconductors8 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DINO HF SINCLAIR CORP1.5M shares-17.87%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC909.8K shares-11.06%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP782.3K shares-10.53%2026-03-312026-05-13

PLD PROLOGIS INC.532.7K shares-12.43%2026-03-312026-05-13

ALPHABET INC ALPHABET INC243.9K shares-8.96%2026-03-312026-05-13

GEV GE VERNOVA INC71.5K shares9074.58%2026-03-312026-05-13

CMC COMMERCIAL METALS CO880.2K shares383.56%2026-03-312026-05-13

GBCI GLACIER BANCORP INC NEW1.2M shares0.45%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO53.5K shares115.08%2026-03-312026-05-13

NEE NEXTERA ENERGY INC492.4K shares-36.53%2026-03-312026-05-13

EQIX EQUINIX INC45.9K shares-16.64%2026-03-312026-05-13

RGLD ROYAL GOLD INC165.7K shares-27.51%2026-03-312026-05-13

MPC MARATHON PETE CORP168.3K shares6.70%2026-03-312026-05-13

NTR NUTRIEN LTD532.2K shares21.93%2026-03-312026-05-13

UHS UNIVERSAL HLTH SVCS INC225.9K shares93.66%2026-03-312026-05-13

CBU COMMUNITY FINANCIAL SYSTEM I680.0K shares-2.28%2026-03-312026-05-13

Sponsored

PFE PFIZER INC1.4M shares-35.91%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC192.0K shares-4.07%2026-03-312026-05-13

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC431.8K sharesnew addition2026-03-312026-05-13

UMBF UMB FINL CORP326.0K shares-6.40%2026-03-312026-05-13

BOH BANK HAWAII CORP493.6K shares309.47%2026-03-312026-05-13

HSY HERSHEY CO169.5K sharesnew addition2026-03-312026-05-13

PSX PHILLIPS 66186.6K shares198.15%2026-03-312026-05-13

INDB INDEPENDENT BK CORP MASS451.7K shares-5.54%2026-03-312026-05-13

Sponsored

KMT KENNAMETAL INC929.3K sharesnew addition2026-03-312026-05-13

NUE NUCOR CORP194.4K shares61.58%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO106.6K shares-11.33%2026-03-312026-05-13

APH AMPHENOL CORP247.0K shares228.72%2026-03-312026-05-13

MGA MAGNA INTL INC552.0K shares265.90%2026-03-312026-05-13

SOUTHSTATE BK CORP SOUTHSTATE BK CORP320.7K shares-2.42%2026-03-312026-05-13

MSFT MICROSOFT CORP79.5K shares-4.75%2026-03-312026-05-13

SLB SLB LIMITED560.1K shares3.38%2026-03-312026-05-13

Sponsored

ONB OLD NATL BANCORP IND1.2M shares-4.24%2026-03-312026-05-13

ALB ALBEMARLE CORP149.5K sharesnew addition2026-03-312026-05-13

FLS FLOWSERVE CORP359.2K shares5.62%2026-03-312026-05-13

HD HOME DEPOT INC79.1K shares-3.38%2026-03-312026-05-13

LKFN LAKELAND FINL CORP453.2K shares0.89%2026-03-312026-05-13

EL LAUDER ESTEE COS INC351.8K sharesnew addition2026-03-312026-05-13

CINF CINCINNATI FINL CORP159.1K sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC112.8K shares4.76%2026-03-312026-05-13

Sponsored

HBAN HUNTINGTON BANCSHARES INC1.6M sharesnew addition2026-03-312026-05-13

HCA HCA HEALTHCARE INC51.0K shares-5.33%2026-03-312026-05-13

CVX CHEVRON CORPORATION115.5K shares-13.17%2026-03-312026-05-13

MS MORGAN STANLEY141.4K shares14.14%2026-03-312026-05-13

TFC TRUIST FINL CORP468.0K shares-3.90%2026-03-312026-05-13

LUV SOUTHWEST AIRLS CO571.3K shares279.75%2026-03-312026-05-13

HOMB HOME BANCSHARES INC774.1K shares-11.46%2026-03-312026-05-13

EOG EOG RES INC132.2K shares-22.15%2026-03-312026-05-13

Sponsored

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC11.5K shares-1.52%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC89.7K shares-10.28%2026-03-312026-05-13

ES EVERSOURCE ENERGY259.9K shares-3.98%2026-03-312026-05-13

BAC BANK AMERICA CORP365.2K shares-7.92%2026-03-312026-05-13

META META PLATFORMS INC31.1K shares-2.52%2026-03-312026-05-13

XOM EXXON MOBIL CORP103.6K shares-14.76%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC105.2K sharesnew addition2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.263.5K sharesnew addition2026-03-312026-05-13

Sponsored

JD JD.COM INC568.4K shares-18.74%2026-03-312026-05-13

WFC WELLS FARGO & CO207.6K shares-13.70%2026-03-312026-05-13

EXEL EXELIXIS INC367.1K shares0.00%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC137.1K shares-15.05%2026-03-312026-05-13

LFUS LITTELFUSE INC44.3K shares-4.36%2026-03-312026-05-13

KALU KAISER ALUMINIUM CORPORATION123.4K shares0.04%2026-03-312026-05-13

NEM NEWMONT CORP132.1K shares0.00%2026-03-312026-05-13

MKSI MKS INC.60.1K shares-29.82%2026-03-312026-05-13

Sponsored

TOWN TOWNEBANK PORTSMOUTH VA408.1K shares-8.11%2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRISE C531.4K sharesnew addition2026-03-312026-05-13

DG DOLLAR GEN CORP102.6K sharesnew addition2026-03-312026-05-13

ABNB AIRBNB INC94.4K shares-8.24%2026-03-312026-05-13

MTDR MATADOR RES CO187.0K shares0.00%2026-03-312026-05-13

HP HELMERICH & PAYNE INC323.4K shares-3.12%2026-03-312026-05-13

AGCO AGCO CORP97.2K sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC13.1K shares-10.48%2026-03-312026-05-13

Sponsored

FCX FREEPORT MCMORAN INC181.1K sharesnew addition2026-03-312026-05-13

FR FIRST INDL RLTY TR INC182.1K shares-5.84%2026-03-312026-05-13

BA BOEING CO52.5K sharesnew addition2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION10.2K shares5.06%2026-03-312026-05-13

EFSC ENTERPRISE FINL SVCS CORP175.8K shares-1.35%2026-03-312026-05-13

DIS DISNEY WALT CO96.1K shares-47.64%2026-03-312026-05-13

JBTM JBT MAREL CORPORATION69.7K shares0.15%2026-03-312026-05-13

CFG CITIZENS FINL GROUP INC140.7K shares-18.33%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE28.7K shares528.76%2026-03-312026-05-13

GTY GETTY RLTY CORP NEW246.0K shares-4.34%2026-03-312026-05-13

DVN DEVON ENERGY CORP NEW148.1K shares0.00%2026-03-312026-05-13

TPC TUTOR PERINI CORP95.0K sharesnew addition2026-03-312026-05-13

PAAS PAN AMERN SILVER CORP128.4K shares-46.74%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC69.2K shares-8.51%2026-03-312026-05-13

WD WALKER & DUNLOP INC153.0K shares18.56%2026-03-312026-05-13

ADI ANALOG DEVICES INC21.2K sharesnew addition2026-03-312026-05-13

Sponsored

INTU INTUIT15.5K shares-56.78%2026-03-312026-05-13

EWBC EAST WEST BANCORP INC58.3K shares0.00%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC86.2K shares-78.17%2026-03-312026-05-13

MTB M & T BK CORP28.0K shares0.00%2026-03-312026-05-13

AEE AMEREN CORP50.0K shares0.00%2026-03-312026-05-13

WST WEST PHARMACEUTICAL SVSC INC21.6K sharesnew addition2026-03-312026-05-13

AMT AMERICAN TOWER CORP31.2K shares-8.42%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.2K shares-73.71%2026-03-312026-05-13

Sponsored

MLI MUELLER INDS INC48.3K shares-0.38%2026-03-312026-05-13

QXO QXO INC272.0K shares0.00%2026-03-312026-05-13

NTRS NORTHERN TR CORP37.1K shares-7.27%2026-03-312026-05-13

CATY CATHAY GEN BANCORP103.2K shares-10.01%2026-03-312026-05-13

AER AERCAP HOLDINGS NV37.2K sharesnew addition2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC24.2K sharesnew addition2026-03-312026-05-13

TRNO TERRENO RLTY CORP82.3K shares0.00%2026-03-312026-05-13

WOR WORTHINGTON ENTERPRISES INC95.9K shares0.19%2026-03-312026-05-13

Sponsored

COOPER COS INC COOPER COS INC68.2K shares-20.36%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC4.4K shares0.00%2026-03-312026-05-13

LYFT LYFT INC355.7K shares0.00%2026-03-312026-05-13

TROW PRICE T ROWE GROUP INC51.2K shares0.00%2026-03-312026-05-13

EQR EQUITY RESIDENTIAL75.1K shares0.00%2026-03-312026-05-13

UWMC UWM HOLDINGS CORPORATION1.2M shares0.63%2026-03-312026-05-13

KGS KODIAK GAS SVCS INC73.4K shares0.00%2026-03-312026-05-13

WTRG ESSENTIAL UTILS INC105.6K shares0.00%2026-03-312026-05-13

Sponsored

VIK VIKING HOLDINGS LTD56.7K shares0.00%2026-03-312026-05-13

XYL XYLEM INC34.8K shares-21.28%2026-03-312026-05-13

CVI CVR ENERGY INC120.0K sharesnew addition2026-03-312026-05-13

MAA MID-AMER APT CMNTYS INC32.7K shares0.00%2026-03-312026-05-13

PBF PBF ENERGY INC82.6K sharesnew addition2026-03-312026-05-13

DAN DANA INC115.7K shares0.00%2026-03-312026-05-13

CRGY CRESCENT ENERGY COMPANY286.0K shares0.00%2026-03-312026-05-13

BMRN BIOMARIN PHARMACEUTICAL INC68.0K shares0.00%2026-03-312026-05-13

Sponsored

TKO TKO GROUP HOLDINGS INC19.0K shares0.00%2026-03-312026-05-13

INVH INVITATION HOMES INC151.4K shares-65.01%2026-03-312026-05-13

OVV OVINTIV INC62.0K shares0.00%2026-03-312026-05-13

OKE ONEOK INC NEW37.6K shares-50.75%2026-03-312026-05-13

AAP ADVANCE AUTO PARTS INC62.8K sharesnew addition2026-03-312026-05-13

COEUR MNG INC COEUR MNG INC172.1K shares0.00%2026-03-312026-05-13

SSRM SSR MINING IN109.3K sharesnew addition2026-03-312026-05-13

EE EXCELERATE ENERGY INC92.3K shares0.00%2026-03-312026-05-13

Sponsored

SM SM ENERGY COMPANY96.9K shares0.00%2026-03-312026-05-13

HASI HA SUSTAINABLE INFRA CAP INC76.5K shares-0.05%2026-03-312026-05-13

NXT NEXTPOWER INC23.3K shares-25.96%2026-03-312026-05-13

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC26.8K shares0.00%2026-03-312026-05-13

SMG SCOTTS MIRACLE-GRO CO45.6K shares0.19%2026-03-312026-05-13

LGND LIGAND PHARMACEUTICALS INC13.7K shares11.73%2026-03-312026-05-13

VIAV VIAVI SOLUTIONS INC82.0K shares-60.45%2026-03-312026-05-13

SUPN SUPERNUS PHARMACEUTICALS52.8K sharesnew addition2026-03-312026-05-13

Sponsored

CRUS CIRRUS LOGIC INC18.9K shares0.46%2026-03-312026-05-13

PII POLARIS INC50.0K sharesnew addition2026-03-312026-05-13

IIIN INSTEEL INDS INC80.8K shares53.37%2026-03-312026-05-13

UVE UNIVERSAL INS HLDGS INC78.9K sharesnew addition2026-03-312026-05-13

WTS WATTS WATER TECHNOLOGIES INC9.2K shares0.00%2026-03-312026-05-13

PENN PENN ENTERTAINMENT INC176.9K shares14.43%2026-03-312026-05-13

UBSI UNITED BANKSHARES INC WEST V63.9K sharesnew addition2026-03-312026-05-13

JLL JONES LANG LASALLE INC8.7K shares4.26%2026-03-312026-05-13

Sponsored

PRG PROG HOLDINGS INC91.8K sharesnew addition2026-03-312026-05-13

DY DYCOM INDS INC7.8K shares-0.04%2026-03-312026-05-13

RDN RADIAN GROUP INC78.8K sharesnew addition2026-03-312026-05-13

CURB CURBLINE PPTYS CORP100.5K shares-7.94%2026-03-312026-05-13

GATX GATX CORP15.1K shares0.00%2026-03-312026-05-13

YOU CLEAR SECURE INC52.8K shares-26.62%2026-03-312026-05-13

CF CF INDUSTRIES HOLD19.6K shares-41.30%2026-03-312026-05-13

CMCL CALEDONIA MNG CORP112.4K shares-0.45%2026-03-312026-05-13

Sponsored

ASB ASSOCIATED BANC-CORP97.9K shares-2.25%2026-03-312026-05-13

CHEF CHEFS WHSE INC42.2K shares0.00%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD8.9K shares0.00%2026-03-312026-05-13

FIBK FIRST INTST BANCSYSTEM INC73.9K shares-6.68%2026-03-312026-05-13

SYBT STOCK YDS BANCORP INC35.5K shares2.21%2026-03-312026-05-13

POR PORTLAND GEN ELEC CO43.7K shares0.00%2026-03-312026-05-13

ZETA ZETA GLOBAL HOLDINGS CORP143.4K shares0.00%2026-03-312026-05-13

CPK CHESAPEAKE UTILS CORP17.8K shares0.00%2026-03-312026-05-13

Sponsored

CARG CARGURUS INC65.0K shares0.00%2026-03-312026-05-13

AWI ARMSTRONG WORLD INDS INC NEW12.9K shares0.00%2026-03-312026-05-13

AVAH AVEANNA HEALTHCARE HLDGS INC313.0K sharesnew addition2026-03-312026-05-13

MSEX MIDDLESEX WTR CO38.2K shares0.00%2026-03-312026-05-13

CUZ COUSINS PPTYS INC86.5K shares0.00%2026-03-312026-05-13

LNG CHENIERE ENERGY INC6.6K shares-51.32%2026-03-312026-05-13

BPOP POPULAR INC12.9K sharesnew addition2026-03-312026-05-13

VSCO VICTORIAS SECRET AND CO36.7K shares0.00%2026-03-312026-05-13

Sponsored

NU NU HLDGS LTD104.9K shares-0.12%2026-03-312026-05-13

HCC WARRIOR MET COAL INC16.0K sharesnew addition2026-03-312026-05-13

RKT ROCKET COS INC104.0K shares-36.99%2026-03-312026-05-13

AWR AMER STATES WTR CO17.7K shares-1.41%2026-03-312026-05-13

VEL VELOCITY FINL INC72.6K shares0.00%2026-03-312026-05-13

AVA AVISTA CORP32.0K shares0.00%2026-03-312026-05-13

EPRT ESSENTIAL PPTYS RLTY TR INC42.1K shares0.00%2026-03-312026-05-13

VCYT VERACYTE INC39.6K shares0.17%2026-03-312026-05-13

Sponsored

ADBE ADOBE INC5.1K shares-69.56%2026-03-312026-05-13

COP CONOCOPHILLIPS8.6K shares-37.57%2026-03-312026-05-13

XP XP INC53.1K shares-1.39%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC2.7K shares-48.59%2026-03-312026-05-13

FNV FRANCO NEV CORP3.3K shares-10.51%2026-03-312026-05-13

JBS JBS N.V.30.5K sharesnew addition2026-03-312026-05-13

CIGI COLLIERS INTL GROUP INC3.4K sharesnew addition2026-03-312026-05-13

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO8.6K sharesnew addition2026-03-312026-05-13

Sponsored

STRL STERLING INFRASTRUCTURE INC637 sharesnew addition2026-03-312026-05-13

TLN TALEN ENERGY CORP643 shares0.00%2026-03-312026-05-13

ASTE ASTEC INDS INC3.8K sharesnew addition2026-03-312026-05-13

RYI RYERSON HLDG CORP8.9K sharesnew addition2026-03-312026-05-13

VST VISTRA CORP1.3K sharesnew addition2026-03-312026-05-13

MELI MERCADOLIBRE INC77 shares-1.28%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC627 shares0.00%2026-03-312026-05-13

IWD ISHARES TR511 shares-98.76%2026-03-312026-05-13

Sponsored

EGP EASTGROUP PPTYS INC563 shares-75.54%2026-03-312026-05-13

INTR INTER & CO INC8.1K shares-14.26%2026-03-312026-05-13

CART MAPLEBEAR INC922 shares-99.89%2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP421 shares10.21%2026-03-312026-05-13

NOW SERVICENOW INC295 shares145.83%2026-03-312026-05-13

KVYO KLAVIYO INC1.6K shares2002.67%2026-03-312026-05-13

USB US BANCORP585 shares0.00%2026-03-312026-05-13

ADUS ADDUS HOMECARE CORP284 shares-3.73%2026-03-312026-05-13

Sponsored

BKNG BOOKING HOLDINGS INC6 shares-99.95%2026-03-312026-05-13

ADSK AUTODESK INC99 shares-98.00%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC62 shares0.00%2026-03-312026-05-13

GMED GLOBUS MED INC225 shares0.00%2026-03-312026-05-13

ASML ASML HLDG NV12 shares-29.41%2026-03-312026-05-13

WGO WINNEBAGO INDS INC405 shares0.00%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD100 shares0.00%2026-03-312026-05-13

BCS BARCLAYS PLC194 shares-3.48%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION18 sharesnew addition2026-03-312026-05-13

PBR PETROLEO BRASILEIRO S A130 shares0.00%2026-03-312026-05-13

NVO NOVO-NORDISK A S63 shares0.00%2026-03-312026-05-13

NATWEST GROUP PLC NATWEST GROUP PLC153 shares0.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC7 sharesnew addition2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC4 shares-99.98%2026-03-312026-05-13

EQNR EQUINOR ASA42 shares0.00%2026-03-312026-05-13

WPM WHEATON PRECIOUS METALS CORP12 shares0.00%2026-03-312026-05-13

Sponsored

BBD BANCO BRADESCO S A378 shares0.00%2026-03-312026-05-13

EMBJ EMBRAER S.A.20 sharesnew addition2026-03-312026-05-13

BBVA BANCO BILBAO VIZCAYA ARGENTA52 shares-18.75%2026-03-312026-05-13

VALE VALE S A55 shares0.00%2026-03-312026-05-13

BSY BENTLEY SYS INC16 shares0.00%2026-03-312026-05-13

DINO

HF SINCLAIR CORP

-17.87%

Shares1.5M

Event2026-03-31

Filed2026-05-13

MARVELL TECHNOLOGY INC

-11.06%

Shares909.8K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

-10.53%

Shares782.3K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

-12.43%

Shares532.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-8.96%

Shares243.9K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

9074.58%

Shares71.5K

Event2026-03-31

Filed2026-05-13

CMC

COMMERCIAL METALS CO

383.56%

Shares880.2K

Event2026-03-31

Filed2026-05-13

GBCI

GLACIER BANCORP INC NEW

0.45%

Shares1.2M

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

115.08%

Shares53.5K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

-36.53%

Shares492.4K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC

-16.64%

Shares45.9K

Event2026-03-31

Filed2026-05-13

RGLD

ROYAL GOLD INC

-27.51%

Shares165.7K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP

6.70%

Shares168.3K

Event2026-03-31

Filed2026-05-13

NTR

NUTRIEN LTD

21.93%

Shares532.2K

Event2026-03-31

Filed2026-05-13

UHS

UNIVERSAL HLTH SVCS INC

93.66%

Shares225.9K

Event2026-03-31

Filed2026-05-13

CBU

COMMUNITY FINANCIAL SYSTEM I

-2.28%

Shares680.0K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-35.91%

Shares1.4M

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

-4.07%

Shares192.0K

Event2026-03-31

Filed2026-05-13

PINNACLE FINL PARTNERS INC

New

Shares431.8K

Event2026-03-31

Filed2026-05-13

UMBF

UMB FINL CORP

-6.40%

Shares326.0K

Event2026-03-31

Filed2026-05-13

BOH

BANK HAWAII CORP

309.47%

Shares493.6K

Event2026-03-31

Filed2026-05-13

HSY

HERSHEY CO

New

Shares169.5K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

198.15%

Shares186.6K

Event2026-03-31

Filed2026-05-13

INDB

INDEPENDENT BK CORP MASS

-5.54%

Shares451.7K

Event2026-03-31

Filed2026-05-13

KMT

KENNAMETAL INC

New

Shares929.3K

Event2026-03-31

Filed2026-05-13

NUE

NUCOR CORP

61.58%

Shares194.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-11.33%

Shares106.6K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP

228.72%

Shares247.0K

Event2026-03-31

Filed2026-05-13

MGA

MAGNA INTL INC

265.90%

Shares552.0K

Event2026-03-31

Filed2026-05-13

SOUTHSTATE BK CORP

-2.42%

Shares320.7K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-4.75%

Shares79.5K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED

3.38%

Shares560.1K

Event2026-03-31

Filed2026-05-13

ONB

OLD NATL BANCORP IND

-4.24%

Shares1.2M

Event2026-03-31

Filed2026-05-13

ALB

ALBEMARLE CORP

New

Shares149.5K

Event2026-03-31

Filed2026-05-13

FLS

FLOWSERVE CORP

5.62%

Shares359.2K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-3.38%

Shares79.1K

Event2026-03-31

Filed2026-05-13

LKFN

LAKELAND FINL CORP

0.89%

Shares453.2K

Event2026-03-31

Filed2026-05-13

LAUDER ESTEE COS INC

New

Shares351.8K

Event2026-03-31

Filed2026-05-13

CINF

CINCINNATI FINL CORP

New

Shares159.1K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

4.76%

Shares112.8K

Event2026-03-31

Filed2026-05-13

HBAN

HUNTINGTON BANCSHARES INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-13

HCA

HCA HEALTHCARE INC

-5.33%

Shares51.0K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-13.17%

Shares115.5K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY

14.14%

Shares141.4K

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP

-3.90%

Shares468.0K

Event2026-03-31

Filed2026-05-13

LUV

SOUTHWEST AIRLS CO

279.75%

Shares571.3K

Event2026-03-31

Filed2026-05-13

HOMB

HOME BANCSHARES INC

-11.46%

Shares774.1K

Event2026-03-31

Filed2026-05-13

EOG

EOG RES INC

-22.15%

Shares132.2K

Event2026-03-31

Filed2026-05-13

ANGLOGOLD ASHANTI PLC

-1.52%

Shares11.5K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

-10.28%

Shares89.7K

Event2026-03-31

Filed2026-05-13

EVERSOURCE ENERGY

-3.98%

Shares259.9K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-7.92%

Shares365.2K

Event2026-03-31

Filed2026-05-13