Long-term investor
Nfj Investment Group, LLC @nfjinvestmentgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001862664).
Record
- Tracked since 2025-06-30 (479 days), 369 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +18.7% · 1 year +16.6% · all +16.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DINO · 3.3% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2026-06-30
- GEV · 2.9% · long · since 2025-12-31
- LLY · 2.9% · long · since 2025-06-30
- SCHW · 2.9% · long · since 2025-06-30
- GOOGL · 2.8% · long · since 2025-06-30
- HSY · 2.8% · long · since 2026-03-31
- MSFT · 2.7% · long · since 2025-06-30
- PLD · 2.4% · long · since 2025-06-30
- ALL · 1.9% · long · since 2026-06-30
- APH · 1.9% · long · since 2025-06-30
- JPM · 1.9% · long · since 2025-06-30