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Asset Manager ← All Institutions

NISA INVESTMENT ADVISORS, LLC

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

Q1 2026 · Filed 2026-04-30
Market Value
$27.0B
-10.7%
Holdings
3,031
+16
New Purchases
168
Added To
1,210
Closed
98
Reduced
1,072
Top 10 Concentration
57.9%
Turnover
8.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 38.98% 38.06% +0.92% $10.5B
QQQ 0.30% 0.00% +0.30% $80M
XOM 0.67% 0.45% +0.22% $182M
CVX 0.41% 0.27% +0.13% $110M
JNJ 0.57% 0.46% +0.12% $155M
CAT 0.44% 0.34% +0.10% $119M
AMAT 0.32% 0.22% +0.10% $86M
COST 0.42% 0.33% +0.09% $113M
WMT 0.55% 0.47% +0.08% $148M
ADI 0.23% 0.16% +0.07% $62M
COP 0.19% 0.12% +0.06% $50M
VLO 0.15% 0.09% +0.06% $41M
MRK 0.31% 0.25% +0.06% $84M
MPC 0.16% 0.10% +0.06% $43M
SNDK 0.08% 0.02% +0.06% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.80% 3.41% -0.62% $756M
AVGO 1.48% 1.78% -0.30% $399M
META 1.22% 1.52% -0.30% $330M
JPM 0.97% 1.22% -0.25% $262M
SPGI 0.10% 0.32% -0.22% $28M
GOOGL 1.76% 1.97% -0.21% $476M
PEP 0.21% 0.40% -0.18% $58M
MU 0.33% 0.49% -0.16% $89M
GEV 0.13% 0.29% -0.15% $36M
BAC 0.38% 0.53% -0.15% $102M
CMCSA 0.15% 0.28% -0.13% $41M
ABBV 0.39% 0.52% -0.13% $104M
AMZN 1.48% 1.61% -0.13% $399M
TSLA 0.75% 0.87% -0.12% $204M
INTU 0.16% 0.26% -0.10% $42M

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 73 $19.8B 73.4%
Large Cap 819 $6.6B 24.3%
Mid Cap 927 $567M 2.1%
Small Cap 947 $68M 0.3%
Micro Cap 265 $4M 0.0%

Portfolio Analytics

Avg Market Cap
$33.1B
Median Market Cap
$3.3B
Avg P/E
32.9
Median P/E
20.1
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,989
# ETFs / Funds
42

Top Holdings (3,031 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 38.98% 16,114,884 $10.5B $653.21 -$987M -694,579 -4.1%
2 NVDA 4.00% 6,198,618 $1.1B $174.41 -$145M -375,362 -5.7%
3 AAPL 3.74% 3,981,558 $1.0B $253.79 -$148M -279,426 -6.6%
4 MSFT 2.80% 2,041,368 $756M $370.17 -$277M -93,578 -4.4%
5 GOOGL 1.76% 1,656,712 $476M $287.56 -$120M -247,412 -13.0%
6 AMZN 1.48% 1,917,394 $399M $208.27 -$86M -186,410 -8.9%
7 AVGO 1.48% 1,288,638 $399M $309.51 -$140M -268,085 -17.2%
8 GOOG 1.44% 1,352,204 $388M $286.86 -$76M -125,441 -8.5%
9 META 1.22% 577,153 $330M $572.13 -$131M -121,407 -17.4%
10 JPM 0.97% 890,157 $262M $294.16 -$107M -253,069 -22.1%
11 TSLA 0.75% 547,464 $204M $371.75 -$60M -37,533 -6.4%
12 LLY 0.72% 210,958 $194M $919.77 -$49M -14,895 -6.6%
13 XOM 0.67% 1,073,169 $182M $169.66 $45M -67,980 -6.0%
14 JNJ 0.57% 634,796 $155M $244.44 $17M -31,150 -4.7%
15 WMT 0.55% 1,190,025 $148M $124.53 $7M -73,305 -5.8%
16 V 0.53% 472,806 $143M $302.24 -$27M -11,508 -2.4%
17 MA 0.47% 255,036 $127M $499.66 -$30M -20,536 -7.5%
18 NFLX 0.47% 1,311,772 $126M $96.15 -$5M -88,251 -6.3%
19 CAT 0.44% 167,614 $119M $708.46 $16M -11,623 -6.5%
20 COST 0.42% 113,082 $113M $996.43 $12M -3,454 -3.0%
21 CVX 0.41% 531,128 $110M $206.90 $27M -12,213 -2.2%
22 BRK-B 0.40% 226,136 $108M $479.20 -$25M -39,699 -14.9%
23 ABBV 0.39% 479,659 $104M $217.49 -$52M -203,062 -29.7%
24 BAC 0.38% 2,091,427 $102M $48.75 -$58M -813,921 -28.0%
25 CSCO 0.36% 1,258,293 $98M $77.59 -$2M -40,468 -3.1%
26 HD 0.36% 291,730 $96M $328.89 -$8M -10,033 -3.3%
27 LRCX 0.33% 421,509 $90M $213.93 -$4M -128,274 -23.3%
28 AMD 0.33% 439,479 $89M $203.43 -$7M -8,393 -1.9%
29 IJH 0.33% 1,321,094 $89M $67.53 $2M +3,077 +0.2%
30 MU 0.33% 263,680 $89M $337.99 -$59M -255,579 -49.2%
31 AMAT 0.32% 252,115 $86M $341.79 $19M -8,589 -3.3%
32 ORCL 0.31% 572,349 $84M $147.11 -$28M -5,632 -1.0%
33 MRK 0.31% 693,541 $84M $121.14 $9M -17,578 -2.5%
34 PG 0.31% 578,979 $84M $144.44 -$5M -36,305 -5.9%
35 QQQ 0.30% 138,540 $80M $577.18 +138,540 NEW
36 MS 0.28% 460,362 $76M $164.57 -$18M -70,485 -13.3%
37 GS 0.28% 88,068 $75M $845.99 -$6M -3,208 -3.5%
38 KO 0.28% 971,088 $74M $76.58 $3M -51,761 -5.1%
39 IEMG 0.27% 1,039,693 $73M $69.75 $3M
40 SUB 0.27% 679,490 $72M $106.50 $363K +4,675 +0.7%
41 PM 0.26% 423,426 $71M $166.81 $1M -6,142 -1.4%
42 RTX 0.26% 361,309 $70M $192.90 -$817K -23,171 -6.0%
43 TJX 0.25% 430,747 $69M $159.70 $3M +1,845 +0.4%
44 AXP 0.25% 227,142 $69M $302.48 -$24M -22,925 -9.2%
45 UNH 0.25% 249,898 $68M $270.59 -$14M +3,931 +1.6%
46 TXN 0.25% 347,658 $67M $194.14 $7M -751 -0.2%
47 MCD 0.24% 210,489 $65M $310.79 -$4M -16,838 -7.4%
48 PLTR 0.23% 430,928 $63M $146.28 -$16M -12,510 -2.8%
49 APH 0.23% 493,481 $62M $126.60 $1M +41,084 +9.1%
50 ADI 0.23% 195,665 $62M $318.14 $12M +11,751 +6.4%
51 GE 0.23% 215,387 $61M $284.25 -$12M -21,373 -9.0%
52 WFC 0.22% 755,765 $60M $79.61 -$21M -119,222 -13.6%
53 TMO 0.22% 120,878 $59M $492.00 -$16M -8,986 -6.9%
54 AMGN 0.22% 166,150 $58M $351.85 $3M -2,566 -1.5%
55 DE 0.21% 102,722 $58M $564.92 $9M -1,235 -1.2%
56 PEP 0.21% 370,682 $58M $155.29 -$62M -454,626 -55.1%
57 VEU 0.20% 729,000 $55M $75.10 $547K -7,821 -1.1%
58 LIN 0.20% 110,378 $55M $495.76 $4M -9,187 -7.7%
59 DIS 0.20% 562,807 $54M $96.38 -$13M -21,803 -3.7%
60 UNP 0.19% 216,146 $52M $242.62 $2M -3,804 -1.7%
61 KLAC 0.19% 35,437 $52M $1,472.41 $3M -4,977 -12.3%
62 HON 0.19% 226,666 $51M $226.03 $6M -3,207 -1.4%
63 BKNG 0.19% 12,105 $51M $4,210.32 -$14M -32 -0.3%
64 COP 0.19% 378,974 $50M $132.00 $13M -17,299 -4.4%
65 C 0.18% 440,206 $50M $113.41 -$17M -134,629 -23.4%
66 ABT 0.18% 485,052 $50M $102.67 -$15M -31,341 -6.1%
67 GILD 0.18% 356,663 $50M $139.37 -$9M -125,078 -26.0%
68 ETN 0.18% 136,852 $49M $357.67 $5M -1,055 -0.8%
69 T 0.18% 1,688,109 $49M $28.99 $7M +4,649 +0.3%
70 LOW 0.17% 199,336 $47M $236.28 -$2M -5,108 -2.5%
71 IBM 0.17% 193,038 $47M $242.39 -$19M -27,721 -12.6%
72 INTC 0.17% 1,059,766 $47M $44.13 $7M -25,122 -2.3%
73 COF 0.17% 254,342 $46M $182.43 -$21M -24,560 -8.8%
74 ISRG 0.17% 97,563 $45M $460.99 -$17M -12,298 -11.2%
75 EFA 0.17% 459,150 $45M $97.13 $505K
76 VZ 0.16% 871,939 $44M $50.20 $11M +58,002 +7.1%
77 VTI 0.16% 135,428 $43M $320.81 -$2M -700 -0.5%
78 MPC 0.16% 177,731 $43M $244.18 $13M -6,354 -3.5%
79 INTU 0.16% 97,961 $42M $432.38 -$35M -18,500 -15.9%
80 BLK 0.16% 43,869 $42M $961.71 -$6M -1,294 -2.9%
81 CMCSA 0.15% 1,433,776 $41M $28.71 -$44M -1,426,415 -49.9%
82 VLO 0.15% 166,145 $41M $247.08 $14M -628 -0.4%
83 PLD 0.15% 307,733 $41M $132.18 -$4M -45,649 -12.9%
84 MO 0.15% 598,435 $40M $67.05 $5M +3,925 +0.7%
85 WELL 0.15% 201,848 $40M $197.71 -$3M -27,354 -11.9%
86 PH 0.15% 44,061 $39M $895.24 $1M +445 +1.0%
87 MCK 0.15% 45,481 $39M $866.18 -$189K -2,728 -5.7%
88 PFE 0.14% 1,389,916 $39M $28.08 $2M -104,032 -7.0%
89 NOC 0.14% 56,203 $38M $682.24 $6M -236 -0.4%
90 SCHW 0.14% 401,991 $38M $93.98 -$21M -185,506 -31.6%
91 BA 0.14% 189,742 $38M $199.03 -$5M -6,997 -3.6%
92 CME 0.14% 126,118 $37M $295.35 $5M +7,570 +6.4%
93 GEV 0.13% 41,684 $36M $873.39 -$51M -91,332 -68.7%
94 MAR 0.13% 110,477 $36M $327.07 $4M +6,987 +6.8%
95 CSX 0.13% 878,088 $36M $41.05 $2M -67,838 -7.2%
96 PNC 0.13% 167,135 $35M $208.09 -$845K -3,536 -2.1%
97 LMT 0.13% 56,292 $34M $604.39 $6M -708 -1.2%
98 QCOM 0.13% 264,122 $34M $128.78 -$16M -27,734 -9.5%
99 DHR 0.13% 178,812 $34M $190.00 -$13M -26,560 -12.9%
100 ADBE 0.12% 138,003 $34M $243.08 -$13M +5,269 +4.0%

New Positions

SymbolValue% Port
QQQ $80M 0.30%
USHY $3M 0.01%
VSNTV $1M 0.01%
PIPR $1M 0.01%
VTC $1M 0.01%
DFTX $924K —%
UI $647K —%
YNDX $296K —%
AER $282K —%
JAN $179K —%
AII $145K —%
AZN $132K —%
SKYH $119K —%
IREN $97K —%
INDV $87K —%

Sold Out Positions

SymbolValue% Port
RMAX —%
TRAK —%
BBUC —%
GIL —%
FC —%
FF —%
LVWR —%
ALC —%
AMBQ —%
CRD-A —%
MEI —%
PNFP —%
SPCE —%
BOW —%
HTGC —%
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