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Asset Manager ← All Institutions

NISA INVESTMENT ADVISORS, LLC

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

Q4 2025 · Filed 2026-01-15
Market Value
$30.3B
+16.9%
Holdings
3,015
+16
New Purchases
139
Added To
1,002
Closed
152
Reduced
1,244
Top 10 Concentration
59.0%
Turnover
9.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 38.06% 30.93% +7.13% $11.5B
GOOGL 1.97% 1.59% +0.38% $596M
MU 0.49% 0.16% +0.33% $148M
IJH 0.29% 0.00% +0.29% $87M
LLY 0.80% 0.62% +0.18% $243M
CMCSA 0.28% 0.15% +0.13% $85M
GEV 0.29% 0.18% +0.11% $87M
BSV 0.10% 0.00% +0.10% $29M
ABBV 0.52% 0.43% +0.09% $156M
GOOG 1.53% 1.48% +0.05% $464M
JPM 1.22% 1.17% +0.05% $368M
BIV 0.05% 0.00% +0.05% $14M
LRCX 0.31% 0.27% +0.04% $94M
VTI 0.15% 0.11% +0.04% $46M
AMD 0.32% 0.27% +0.04% $96M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.41% 4.39% -0.98% $1.0B
NVDA 4.05% 4.57% -0.52% $1.2B
META 1.52% 1.92% -0.39% $461M
HON 0.15% 0.44% -0.30% $45M
COST 0.33% 0.61% -0.27% $100M
ORCL 0.37% 0.63% -0.26% $113M
JNJ 0.46% 0.68% -0.23% $138M
NFLX 0.43% 0.64% -0.20% $131M
AAPL 3.83% 4.02% -0.19% $1.2B
MS 0.31% 0.47% -0.16% $94M
HD 0.34% 0.47% -0.12% $104M
LIN 0.17% 0.28% -0.11% $51M
T 0.14% 0.24% -0.10% $42M
ICE 0.10% 0.19% -0.09% $30M
PG 0.29% 0.38% -0.09% $88M

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 $22.5B 74.2%
Large Cap 796 $7.1B 23.4%
Mid Cap 901 $629M 2.1%
Small Cap 950 $76M 0.3%
Micro Cap 297 $3M 0.0%

Portfolio Analytics

Avg Market Cap
$32.7B
Median Market Cap
$3.1B
Avg P/E
32.9
Median P/E
20.2
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,976
# ETFs / Funds
39

Top Holdings (3,015 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 38.06% 16,809,463 $11.5B $684.94 $3.5B +4,854,227 +40.6%
2 NVDA 4.05% 6,573,980 $1.2B $186.50 $44M +239,159 +3.8%
3 AAPL 3.83% 4,260,984 $1.2B $271.86 $119M +178,391 +4.4%
4 MSFT 3.41% 2,134,946 $1.0B $483.62 -$104M -58,348 -2.7%
5 GOOGL 1.97% 1,904,124 $596M $313.00 $186M +216,050 +12.8%
6 AVGO 1.78% 1,556,723 $539M $346.10 $61M +109,241 +7.5%
7 AMZN 1.61% 2,103,804 $486M $230.82 $54M +136,034 +6.9%
8 GOOG 1.53% 1,477,645 $464M $313.80 $81M -94,820 -6.0%
9 META 1.52% 698,560 $461M $660.09 -$35M +22,900 +3.4%
10 JPM 1.22% 1,143,226 $368M $322.22 $66M +186,052 +19.4%
11 TSLA 0.87% 584,997 $263M $449.72 $21M +41,522 +7.6%
12 LLY 0.80% 225,853 $243M $1,074.68 $81M +14,439 +6.8%
13 V 0.56% 484,314 $170M $350.71 $4M -2,574 -0.5%
14 BAC 0.53% 2,905,348 $160M $55.00 $14M +71,307 +2.5%
15 MA 0.52% 275,572 $157M $570.88 $1M +829 +0.3%
16 ABBV 0.52% 682,721 $156M $228.49 $45M +204,761 +42.8%
17 MU 0.49% 519,259 $148M $285.52 $107M +272,086 +110.1%
18 WMT 0.47% 1,263,330 $141M $111.63 $16M +49,438 +4.1%
19 JNJ 0.46% 665,946 $138M $206.95 -$39M -288,435 -30.2%
20 XOM 0.45% 1,141,149 $137M $120.34 $13M +35,228 +3.2%
21 BRK-B 0.44% 265,835 $134M $502.65 -$3M -6,270 -2.3%
22 NFLX 0.43% 1,400,023 $131M $93.76 -$33M +1,262,993 +921.7%
23 PEP 0.40% 825,308 $120M $144.93 -$156K -27,487 -3.2%
24 ORCL 0.37% 577,981 $113M $194.91 -$50M -1,281 -0.2%
25 HD 0.34% 301,763 $104M $344.10 -$17M +4,296 +1.4%
26 CAT 0.34% 179,237 $103M $572.87 $22M +10,481 +6.2%
27 COST 0.33% 116,536 $100M $862.34 -$56M -52,891 -31.2%
28 CSCO 0.33% 1,298,761 $100M $77.03 $11M +1,607 +0.1%
29 SPGI 0.32% 186,481 $97M $522.59 $8M +3,009 +1.6%
30 AMD 0.32% 447,872 $96M $214.16 $25M +9,066 +2.1%
31 LRCX 0.31% 549,783 $94M $171.44 $25M +32,705 +6.3%
32 MS 0.31% 530,847 $94M $177.53 -$27M -232,741 -30.5%
33 AXP 0.31% 250,067 $93M $369.95 $13M +11,057 +4.6%
34 PG 0.29% 615,284 $88M $143.31 -$11M -29,523 -4.6%
35 IJH 0.29% 1,318,017 $87M $66.00 +1,318,017 NEW
36 GEV 0.29% 133,016 $87M $653.57 $41M +57,646 +76.5%
37 CMCSA 0.28% 2,860,191 $85M $29.89 $46M +1,613,443 +129.4%
38 CVX 0.27% 543,341 $83M $152.41 -$2M -3,982 -0.7%
39 WFC 0.27% 874,987 $82M $93.20 $12M +46,292 +5.6%
40 UNH 0.27% 245,967 $81M $330.11 -$4M -463 -0.2%
41 GS 0.27% 91,276 $80M $879.00 $10M +3,008 +3.4%
42 PLTR 0.26% 443,438 $79M $177.75 -$725K +7,378 +1.7%
43 INTU 0.26% 116,461 $77M $662.42 -$1M +1,786 +1.6%
44 MRK 0.25% 711,119 $75M $106.08 $17M +27,207 +4.0%
45 TMO 0.25% 129,864 $75M $579.87 $14M +3,612 +2.9%
46 GE 0.24% 236,760 $73M $308.39 $5M +11,890 +5.3%
47 SUB 0.24% 674,815 $72M $106.70 $3M +32,165 +5.0%
48 KO 0.24% 1,022,849 $72M $69.91 $6M +47,228 +4.8%
49 RTX 0.23% 384,480 $71M $183.40 $7M +7,581 +2.0%
50 IEMG 0.23% 1,039,693 $70M $67.22 $1M
51 PM 0.23% 429,568 $70M $161.88 -$3M -17,595 -3.9%
52 MCD 0.23% 227,327 $69M $305.63 $243K -503 -0.2%
53 COF 0.22% 278,902 $68M $242.36 $8M -1,329 -0.5%
54 C 0.22% 574,835 $67M $116.69 $11M +19,453 +3.5%
55 DIS 0.22% 584,610 $67M $114.62 $2M +15,876 +2.8%
56 AMAT 0.22% 260,704 $67M $256.99 $15M +6,869 +2.7%
57 TJX 0.22% 428,902 $66M $153.61 $8M +29,335 +7.3%
58 IBM 0.22% 220,759 $65M $296.21 $8M +17,953 +8.8%
59 BKNG 0.21% 12,137 $65M $5,355.33 -$10M -1,736 -12.5%
60 ABT 0.21% 516,393 $65M $125.29 -$4M +3,200 +0.6%
61 ISRG 0.21% 109,861 $62M $566.36 $15M +3,370 +3.2%
62 APH 0.20% 452,397 $61M $135.38 -$952K -49,550 -9.9%
63 TXN 0.20% 348,409 $60M $173.49 -$4M -4,874 -1.4%
64 CRM 0.20% 224,727 $60M $265.22 $19M +54,531 +32.0%
65 GILD 0.20% 481,741 $59M $122.74 $18M +115,465 +31.5%
66 SCHW 0.19% 587,497 $59M $99.91 $17M +148,382 +33.8%
67 AMGN 0.18% 168,716 $55M $327.31 $10M +8,334 +5.2%
68 VEU 0.18% 736,821 $54M $73.56 $2M +7,821 +1.1%
69 LIN 0.17% 119,565 $51M $426.39 -$20M -30,789 -20.5%
70 UNP 0.17% 219,950 $51M $231.32 $1M +8,944 +4.2%
71 QCOM 0.17% 291,856 $50M $171.05 -$11M -71,569 -19.7%
72 ADI 0.16% 183,914 $50M $271.20 $7M +7,777 +4.4%
73 LOW 0.16% 204,444 $49M $241.16 -$3M -2,172 -1.1%
74 KLAC 0.16% 40,414 $49M $1,215.08 $7M +1,679 +4.3%
75 DE 0.16% 103,957 $49M $467.19 $2M +2,697 +2.7%
76 BLK 0.16% 45,163 $48M $1,070.34 -$2M +1,851 +4.3%
77 DHR 0.16% 205,372 $47M $229.24 $8M +6,542 +3.3%
78 ADBE 0.15% 132,734 $46M $349.99 -$267K +282 +0.2%
79 VTI 0.15% 136,128 $46M $335.27 $18M +51,159 +60.2%
80 PLD 0.15% 353,382 $45M $127.66 $446K -36,652 -9.4%
81 HON 0.15% 229,873 $45M $195.09 -$70M -315,871 -57.9%
82 EFA 0.15% 459,150 $44M $96.03 $1M
83 ETN 0.15% 137,907 $44M $318.51 -$7M +1,680 +1.2%
84 ACN 0.14% 161,300 $43M $268.39 $4M +1,977 +1.2%
85 ADP 0.14% 166,940 $43M $258.83 -$6M -281 -0.2%
86 BA 0.14% 196,739 $43M $217.12 $2M +8,802 +4.7%
87 WELL 0.14% 229,202 $43M $185.61 -$3M -24,347 -9.6%
88 T 0.14% 1,683,460 $42M $24.84 -$21M -535,045 -24.1%
89 TMUS 0.14% 202,125 $41M $203.04 $4M +46,837 +30.2%
90 INTC 0.13% 1,084,888 $40M $36.90 $6M +55,671 +5.4%
91 MCK 0.13% 48,209 $40M $821.08 $6M +4,332 +9.9%
92 PGR 0.13% 173,320 $39M $227.72 -$1M +8,825 +5.4%
93 PH 0.13% 43,616 $38M $878.96 $6M +1,023 +2.4%
94 PFE 0.12% 1,493,948 $37M $24.90 $2M +121,960 +8.9%
95 COP 0.12% 396,273 $37M $93.61 $208K +6,303 +1.6%
96 SYK 0.12% 101,631 $36M $352.35 -$3M -2,753 -2.6%
97 PNC 0.12% 170,671 $36M $208.73 $2M +1,580 +0.9%
98 BSX 0.12% 372,831 $36M $95.35 -$3M -18,182 -4.7%
99 ABC 0.12% 104,962 $35M $337.75 $11M +27,857 +36.1%
100 MCO 0.12% 69,127 $35M $510.85 $2M -1,825 -2.6%

New Positions

SymbolValue% Port
IJH $87M 0.29%
BSV $29M 0.10%
BIV $14M 0.05%
VYM $11M 0.04%
SOLS $7M 0.02%
Q $6M 0.02%
IJR $2M 0.01%
FRMI $423K —%
TEVA $411K —%
CCEP $219K —%
CHKP $184K —%
IOT $142K —%
LLYVA $120K —%
FUTU $115K —%
TECX $104K —%

Sold Out Positions

SymbolValue% Port
BKKT —%
UI —%
UAA —%
TSQ —%
COTY —%
TNET —%
AVD —%
ASPN —%
CURV —%
LXP —%
HPP —%
SST —%
ACH —%
GETY —%
JELD —%
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