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Asset Manager ← All Institutions

NISA INVESTMENT ADVISORS, LLC

7676 FORSYTH BLVD SUITE 1100, ST. LOUIS, MO 63105 • 3147211900

Q3 2025 · Filed 2025-10-23
Market Value
$25.9B
+16.8%
Holdings
2,999
-12
New Purchases
72
Added To
1,142
Closed
123
Reduced
882
Top 10 Concentration
53.6%
Turnover
6.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 30.93% 21.46% +9.47% $8.0B
GOOG 1.48% 1.18% +0.30% $383M
JNJ 0.68% 0.50% +0.19% $177M
GOOGL 1.59% 1.40% +0.19% $410M
SUB 0.27% 0.10% +0.17% $69M
MS 0.47% 0.31% +0.16% $121M
TSLA 0.93% 0.83% +0.10% $242M
AVGO 1.85% 1.75% +0.10% $478M
ORCL 0.63% 0.56% +0.07% $163M
GEV 0.18% 0.13% +0.05% $46M
SPY 0.05% 0.00% +0.05% $13M
APP 0.06% 0.02% +0.05% $16M
CEG 0.09% 0.05% +0.04% $23M
LRCX 0.27% 0.24% +0.03% $69M
ABBV 0.43% 0.40% +0.03% $111M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 0.00% 1.79% -1.79% $0
NVDA 4.57% 5.00% -0.43% $1.2B
MSFT 4.39% 4.78% -0.39% $1.1B
AMZN 1.67% 1.98% -0.31% $432M
HON 0.44% 0.73% -0.29% $115M
ADP 0.19% 0.46% -0.27% $49M
AMAT 0.20% 0.45% -0.25% $52M
NFLX 0.64% 0.89% -0.25% $164M
ROST 0.05% 0.24% -0.19% $12M
META 1.92% 2.10% -0.18% $496M
V 0.64% 0.82% -0.17% $166M
LLY 0.62% 0.79% -0.16% $161M
MUB 0.04% 0.19% -0.15% $11M
MA 0.60% 0.72% -0.11% $156M
SPGI 0.35% 0.45% -0.10% $89M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 49.0%
Technology 18.4%
Communication Services 6.1%
Industrials 5.9%
Healthcare 5.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 71 $18.2B 70.3%
Large Cap 742 $6.9B 26.7%
Mid Cap 883 $679M 2.6%
Small Cap 963 $93M 0.4%
Micro Cap 340 $5M 0.0%

Portfolio Analytics

Avg Market Cap
$31.8B
Median Market Cap
$2.9B
Avg P/E
33.2
Median P/E
20.7
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,961
# ETFs / Funds
38

Top Holdings (2,999 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 30.93% 11,955,236 $8.0B $669.30 $3.2B +4,301,015 +56.2%
2 NVDA 4.57% 6,334,821 $1.2B $186.59 $74M -675,201 -9.6%
3 MSFT 4.39% 2,193,294 $1.1B $517.95 $77M +64,247 +3.0%
4 AAPL 4.02% 4,082,593 $1.0B $254.63 $134M -330,080 -7.5%
5 META 1.92% 675,660 $496M $734.38 $32M +46,540 +7.4%
6 AVGO 1.85% 1,447,482 $478M $329.91 $90M +42,763 +3.0%
7 AMZN 1.67% 1,967,770 $432M $219.57 -$7M -31,857 -1.6%
8 GOOGL 1.59% 1,688,074 $410M $243.10 $100M -70,482 -4.0%
9 GOOG 1.48% 1,572,465 $383M $243.55 $122M +103,945 +7.1%
10 JPM 1.17% 957,174 $302M $315.43 $31M +21,650 +2.3%
11 TSLA 0.93% 543,475 $242M $444.72 $57M -37,280 -6.4%
12 JNJ 0.68% 954,381 $177M $185.42 $67M +236,029 +32.9%
13 V 0.64% 486,888 $166M $341.38 -$14M -21,958 -4.3%
14 NFLX 0.64% 137,030 $164M $1,198.92 -$32M -9,443 -6.5%
15 ORCL 0.63% 579,262 $163M $281.24 $39M +13,288 +2.4%
16 LLY 0.62% 211,414 $161M $763.00 -$13M -11,943 -5.3%
17 COST 0.61% 169,427 $157M $925.63 $29M +40,357 +31.3%
18 MA 0.60% 274,743 $156M $568.81 -$2M -7,023 -2.5%
19 BAC 0.57% 2,834,041 $146M $51.59 $9M -69,537 -2.4%
20 BRK-B 0.53% 272,105 $137M $502.74 -$84K -9,679 -3.4%
21 WMT 0.48% 1,213,892 $125M $103.06 $6M -5,963 -0.5%
22 XOM 0.48% 1,105,921 $125M $112.75 $3M -24,574 -2.2%
23 MS 0.47% 763,588 $121M $158.96 $52M +269,972 +54.7%
24 HD 0.47% 297,467 $121M $405.19 $11M -995 -0.3%
25 PEP 0.46% 852,795 $120M $140.44 $18M +82,721 +10.7%
26 HON 0.44% 545,744 $115M $210.50 -$47M -151,419 -21.7%
27 ABBV 0.43% 477,960 $111M $231.54 $23M +4,315 +0.9%
28 PG 0.38% 644,807 $99M $153.65 $1M +31,743 +5.2%
29 SPGI 0.35% 183,472 $89M $486.71 -$10M -5,450 -2.9%
30 CSCO 0.34% 1,297,154 $89M $68.42 -$245K +14,412 +1.1%
31 UNH 0.33% 246,430 $85M $345.30 $7M -5,348 -2.1%
32 CVX 0.33% 547,323 $85M $155.29 $18M +80,443 +17.2%
33 CAT 0.31% 168,756 $81M $477.15 $18M +8,385 +5.2%
34 PLTR 0.31% 436,060 $80M $182.42 $18M -13,900 -3.1%
35 AXP 0.31% 239,010 $79M $332.16 -$2M -15,156 -6.0%
36 INTU 0.30% 114,675 $78M $682.91 -$10M +2,814 +2.5%
37 BKNG 0.29% 13,873 $75M $5,399.27 -$9M -549 -3.8%
38 PM 0.28% 447,163 $73M $162.20 -$5M +24,930 +5.9%
39 LIN 0.28% 150,354 $71M $475.00 $12M +23,932 +18.9%
40 AMD 0.27% 438,806 $71M $161.79 $6M -16,813 -3.7%
41 GS 0.27% 88,268 $70M $796.35 $4M -5,398 -5.8%
42 WFC 0.27% 828,695 $69M $83.82 -$5M -95,008 -10.3%
43 LRCX 0.27% 517,078 $69M $134.16 $17M -20,270 -3.8%
44 MCD 0.27% 227,830 $69M $303.89 $3M +1,770 +0.8%
45 ABT 0.27% 513,193 $69M $133.94 -$821K +1,777 +0.3%
46 SUB 0.27% 642,650 $69M $106.78 $47M +442,145 +220.5%
47 IEMG 0.26% 1,039,693 $69M $65.92 $6M
48 GE 0.26% 224,870 $68M $301.18 $7M -12,362 -5.2%
49 KO 0.25% 975,621 $66M $67.18 -$7M -48,025 -4.7%
50 DIS 0.25% 568,734 $65M $114.50 -$7M -12,350 -2.1%
51 TXN 0.25% 353,283 $65M $183.73 -$11M -10,839 -3.0%
52 RTX 0.24% 376,899 $63M $167.33 $7M -9,424 -2.4%
53 T 0.24% 2,218,505 $63M $28.24 $10M +383,811 +20.9%
54 APH 0.24% 501,947 $62M $123.91 $10M -29,498 -5.5%
55 TMO 0.24% 126,252 $61M $485.45 $9M -2,012 -1.6%
56 QCOM 0.23% 363,425 $60M $166.36 $3M +2,483 +0.7%
57 COF 0.23% 280,231 $60M $212.58 -$5M -23,475 -7.7%
58 MRK 0.22% 683,912 $58M $84.74 -$7M -125,886 -15.6%
59 TJX 0.22% 399,567 $58M $144.54 $10M +13,549 +3.5%
60 IBM 0.22% 202,806 $57M $282.16 -$8M -20,002 -9.0%
61 C 0.22% 555,382 $56M $101.50 $6M -37,610 -6.3%
62 VEU 0.20% 729,000 $52M $71.37 $3M
63 AMAT 0.20% 253,835 $52M $204.74 -$49M -295,772 -53.8%
64 LOW 0.20% 206,616 $52M $251.31 $6M -1,212 -0.6%
65 ETN 0.20% 136,227 $51M $374.25 $4M +3,988 +3.0%
66 BLK 0.20% 43,312 $50M $1,165.87 $7M +1,735 +4.2%
67 ICE 0.19% 296,143 $50M $168.48 $3M +42,430 +16.7%
68 UNP 0.19% 211,006 $50M $236.37 -$232K -6,777 -3.1%
69 ADP 0.19% 167,221 $49M $295.02 -$52M -159,354 -48.8%
70 ISRG 0.18% 106,491 $48M $447.23 -$13M -5,101 -4.6%
71 ADBE 0.18% 132,452 $47M $352.75 -$10M -14,665 -10.0%
72 DE 0.18% 101,260 $46M $458.88 -$3M +4,202 +4.3%
73 GEV 0.18% 75,370 $46M $614.90 $18M +22,218 +41.8%
74 AMGN 0.17% 160,382 $45M $282.20 $824K +1,232 +0.8%
75 WELL 0.17% 253,549 $45M $178.14 $5M -10,374 -3.9%
76 PLD 0.17% 390,034 $45M $114.52 $4M +7,479 +2.0%
77 ADI 0.17% 176,137 $43M $245.70 -$5M -27,149 -13.4%
78 EFA 0.17% 459,150 $43M $93.37 $2M
79 SCHW 0.16% 439,115 $42M $95.47 $959K -9,848 -2.2%
80 KLAC 0.16% 38,735 $42M $1,078.60 $2M -5,834 -13.1%
81 MU 0.16% 247,173 $41M $167.32 $8M -25,158 -9.2%
82 NOW 0.16% 44,678 $41M $920.28 -$11M -5,738 -11.4%
83 GILD 0.16% 366,276 $41M $111.00 $464K +3,760 +1.0%
84 PGR 0.16% 164,495 $41M $246.95 -$5M -7,952 -4.6%
85 BA 0.16% 187,937 $41M $215.83 $2M +2,275 +1.2%
86 CRM 0.16% 170,196 $40M $237.42 -$15M -31,254 -15.5%
87 DHR 0.15% 198,830 $39M $198.58 $2M +8,251 +4.3%
88 ACN 0.15% 159,323 $39M $246.70 -$1M +24,101 +17.8%
89 CMCSA 0.15% 1,246,748 $39M $31.42 -$8M -73,995 -5.6%
90 SYK 0.15% 104,384 $39M $370.51 -$2M +2,085 +2.0%
91 MO 0.15% 573,647 $39M $67.12 $10M +99,935 +21.1%
92 ORLY 0.15% 356,584 $38M $107.81 $8M +14,779 +4.3%
93 BSX 0.15% 391,013 $38M $97.63 -$3M +7,200 +1.9%
94 TMUS 0.14% 155,288 $37M $239.38 -$4M -16,708 -9.7%
95 COP 0.14% 389,970 $37M $94.59 -$2M -40,071 -9.3%
96 UBER 0.14% 374,544 $37M $97.97 $2M -669 -0.2%
97 TT 0.14% 84,490 $36M $421.96 -$4M -5,431 -6.0%
98 PFE 0.14% 1,371,988 $35M $25.48 $2M +5,724 +0.4%
99 VZ 0.13% 793,372 $35M $43.95 -$6M -158,649 -16.7%
100 MPC 0.13% 180,465 $35M $192.74 $3M -13,804 -7.1%

New Positions

SymbolValue% Port
TIGO $4M 0.02%
ALAB $1M —%
CD $1M —%
AAON $1M —%
GLBAV $998K —%
RAL $911K —%
PSKY $835K —%
QXO $770K —%
CYBR $717K —%
QS $627K —%
TEM $621K —%
RZLT $555K —%
TNXP $358K —%
BSY $306K —%
XRN $199K —%

Sold Out Positions

SymbolValue% Port
BFAM —%
KLC —%
TRAK —%
NRGV —%
FC —%
TECK —%
ARL —%
KFRC —%
UA —%
CHPT —%
NL —%
OPFI —%
SSB —%
INBK —%
ARTV —%
View SEC EDGAR Filings for NISA INVESTMENT ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms