Titelia

Holdings of Virtus NFJ Large-Cap Value Fund

Virtus Investment Trust · Original filing · Compare with another fund · Report an error

Net assets
163M $ including 155.7M $ in equities, 95.5 %
Positions
66 in 3 countries
Top ten
32.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Marvell Technology Inc 74,2357.4M $4.51 %
2Charles Schwab Corp/The 71,0826.7M $4.10 %
3HF Sinclair Corp 106,3636.6M $4.07 %
4JD.COM INC 222,2356.6M $4.03 %
5Alphabet Inc 16,8554.8M $2.97 %
6Uber Technologies Inc 59,9134.3M $2.64 %
7Equinix Inc 4,3694.3M $2.63 %
8GE Vernova Inc 4,8634.2M $2.60 %
9JPMorgan Chase & Co 13,8324.1M $2.50 %
10Marathon Petroleum Corp 15,2793.7M $2.29 %
11Phillips 66 20,2383.7M $2.26 %
12Nucor Corp 19,7703.3M $2.05 %
13Bank of Hawaii Corp 44,6443.3M $2.03 %
14Eli Lilly & Co 3,5893.3M $2.03 %
15Prologis Inc 24,9413.3M $2.02 %
16Commercial Metals Co 53,0333.3M $2.00 %
17UMB Financial Corp 28,4153.2M $1.97 %
18Glacier Bancorp Inc 70,8863.2M $1.94 %
19Pinnacle Financial Partners Inc 36,4943.1M $1.93 %
20Royal Gold Inc 12,1313.1M $1.89 %
21Independent Bank Corp 36,4582.7M $1.68 %
22CF Industries Holdings Inc 19,4472.5M $1.55 %
23Chevron Corp 10,7362.2M $1.36 %
24Advanced Micro Devices Inc 10,7022.2M $1.34 %
25NextEra Energy Inc 20,9781.9M $1.20 %
26Airbnb Inc 15,0941.9M $1.17 %
27Cheniere Energy Inc 6,5721.9M $1.14 %
28Old National Bancorp/IN 84,1001.9M $1.14 %
29Albemarle Corp 10,1571.8M $1.12 %
30Cathay General Bancorp 36,4811.8M $1.12 %
31Hershey Co/The 8,5551.8M $1.09 %
32EOG Resources Inc 12,2041.8M $1.08 %
33Towne Bank/Portsmouth VA 51,9151.7M $1.07 %
34Pfizer Inc 61,3771.7M $1.06 %
35PNC Financial Services Group Inc/The 8,1641.7M $1.04 %
36Citigroup Inc 14,9041.7M $1.04 %
37Microsoft Corp 4,5491.7M $1.03 %
38Exxon Mobil Corp 9,8241.7M $1.02 %
39SOUTHSTATE BANK CORP 17,6201.6M $1.00 %
40Morgan Stanley 9,7021.6M $0.98 %
41Bank of America Corp 32,3701.6M $0.97 %
42General Electric Co 5,5481.6M $0.97 %
43AbbVie Inc 7,2001.6M $0.96 %
44Universal Health Services Inc 8,7111.6M $0.96 %
45Magna International Inc 27,5591.5M $0.94 %
46Boeing Co/The 7,6751.5M $0.94 %
47Kennametal Inc 42,2201.5M $0.94 %
48Amphenol Corp 11,9751.5M $0.93 %
49Wells Fargo & Co 18,9761.5M $0.93 %
50HCA Healthcare Inc 3,1551.5M $0.92 %
51Citizens Financial Group Inc 24,7381.5M $0.91 %
52Southwest Airlines Co 38,8471.5M $0.90 %
53Rocket Cos Inc 101,0361.4M $0.88 %
54Estee Lauder Cos Inc/The 17,7341.3M $0.78 %
55Home Depot Inc/The 3,8631.3M $0.78 %
56Adobe Inc 5,0421.2M $0.75 %
57ConocoPhillips 8,5481.1M $0.69 %
58Intuit Inc 2,5391.1M $0.67 %
59Micron Technology Inc 2,659898.3K $0.55 %
60SLB Ltd 17,373892.8K $0.55 %
61Walt Disney Co/The 9,114878.4K $0.54 %
62Meta Platforms Inc 1,429817.6K $0.50 %
63Goldman Sachs Group Inc/The 955807.9K $0.50 %
64Freeport-McMoRan Inc 13,362785.4K $0.48 %
65Pan American Silver Corp 13,823755.2K $0.46 %
66United Parcel Service Inc 7,527740.5K $0.45 %

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Sector breakdown

  • Financials 13.6 %
  • Technology 10.2 %
  • Energy 9.5 %
  • Industrials 8.9 %
  • Materials 7.4 %
  • Health care 5.2 %
  • Real estate 4.9 %
  • Communication 4.2 %
  • Consumer discretionary 2.0 %
  • Consumer staples 2.0 %
  • Utilities 1.3 %
  • Unattributed 30.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 95.3 %
  • Cayman Islands 4.2 %
  • Canada 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States64148.4M $95.30 %
2Cayman Islands16.6M $4.22 %
3Canada1755.2K $0.48 %
Cite this page

Titelia. "Holdings of Virtus NFJ Large-Cap Value Fund". https://titelia.com/en/funds/S000007965