13F Insight
DOSSIER · 13F-HR · Q1 2026

NFJ INVESTMENT GROUP, LLC

NFJ INVESTMENT's family office based in Boston, MA — $2.6B in tracked AUM across 388 positions as of Q1 2026.

NI
NFJ INVESTMENT·Boston, MA·Family Office
CIK 0001862664 · last filed Mar 31, 2026
Total AUM
$2.6B
▲ 3.4%
vs prior
Holdings
388
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NFJ INVESTMENT GROUP, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DINO
HF SINCLAIR CORP
$96M1.5M3.6%
02
MRVL
MARVELL TECHNOLOGY INC
$90M910K3.4%
03
SCHW
SCHWAB CHARLES CORP
$74M782K2.8%
04
PLD
PROLOGIS INC.
$70M533K2.7%
05
GOOGL
ALPHABET INC
$70M244K2.7%
06
GEV
GE VERNOVA INC
$62M71K2.4%
07
CMC
COMMERCIAL METALS CO
$54M880K2.0%
08
GBCI
GLACIER BANCORP INC NEW
$53M1.2M2.0%
09
LLY
ELI LILLY & CO
$49M54K1.9%
10
NEE
NEXTERA ENERGY INC
$46M492K1.7%

Filing history

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