EdgeMarket › What Nisa Investment Advisors, Llc reported owning
What Nisa Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
27.0BPositions
3,039Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 10.5B | 38.9% | 16.1M | 769.31 | +20.0% |
| NVDA NVIDIA CORP | 1.1B | 4.0% | 6.2M | 214.72 | +22.4% |
| AAPL Apple Inc. | 1.0B | 3.7% | 4.0M | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 755.7M | 2.8% | 2.0M | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 476.4M | 1.8% | 1.7M | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 399.3M | 1.5% | 1.9M | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 398.8M | 1.5% | 1.3M | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 387.9M | 1.4% | 1.4M | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 330.2M | 1.2% | 577.2K | 549.90 | -26.5% |
| JPM JPMORGAN CHASE & CO | 261.8M | 1.0% | 890.2K | 351.58 | +20.3% |
| TSLA Tesla, Inc. | 203.5M | 0.8% | 547.5K | 362.86 | +12.0% |
| LLY ELI LILLY & Co | 194.0M | 0.7% | 211.0K | 1,255.40 | +78.0% |
| XOM ExxonMobil Holdings Corp | 182.1M | 0.7% | 1.1M | 165.11 | +52.1% |
| JNJ JOHNSON & JOHNSON | 155.2M | 0.6% | 634.8K | 270.24 | +51.1% |
| WMT Walmart Inc. | 148.2M | 0.5% | 1.2M | 103.70 | +1.1% |
| V VISA INC. | 142.9M | 0.5% | 472.8K | 371.04 | +7.9% |
| MA Mastercard Inc | 127.4M | 0.5% | 255.0K | 580.63 | -2.0% |
| NFLX NETFLIX INC | 126.1M | 0.5% | 1.3M | 79.59 | -34.4% |
| CAT CATERPILLAR INC | 118.7M | 0.4% | 167.6K | 827.90 | +96.8% |
| COST COSTCO WHOLESALE CORP /NEW | 112.7M | 0.4% | 113.1K | 947.74 | -4.7% |
| CVX CHEVRON CORP | 109.9M | 0.4% | 531.1K | 205.27 | +34.0% |
| unmapped CUSIP 084670702 | 108.4M | 0.4% | 226.1K | — | — |
| ABBV AbbVie Inc. | 104.3M | 0.4% | 479.7K | 264.96 | +26.7% |
| BAC BANK OF AMERICA CORP /DE/ | 102.0M | 0.4% | 2.1M | 61.69 | +27.6% |
| CSCO CISCO SYSTEMS, INC. | 97.6M | 0.4% | 1.3M | 111.04 | +65.5% |
| HD HOME DEPOT, INC. | 95.9M | 0.4% | 291.7K | 335.61 | -16.5% |
| LRCX LAM RESEARCH CORP | 90.2M | 0.3% | 421.5K | 314.00 | +216.7% |
| AMD ADVANCED MICRO DEVICES INC | 89.4M | 0.3% | 439.5K | 473.25 | +186.5% |
| IJH iShares Core S&P Mid-Cap ETF | 89.2M | 0.3% | 1.3M | 76.77 | +20.8% |
| MU MICRON TECHNOLOGY INC | 89.1M | 0.3% | 263.7K | 966.78 | +724.8% |
| AMAT APPLIED MATERIALS INC /DE | 86.2M | 0.3% | 252.1K | 492.32 | +205.9% |
| ORCL ORACLE CORP | 84.2M | 0.3% | 572.3K | 146.47 | -37.7% |
| MRK Merck & Co., Inc. | 84.0M | 0.3% | 693.5K | 152.55 | +80.2% |
| PG PROCTER & GAMBLE Co | 83.6M | 0.3% | 579.0K | 144.68 | -9.3% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 80.0M | 0.3% | 138.5K | 713.44 | +26.1% |
| MS MORGAN STANLEY | 75.8M | 0.3% | 460.4K | 214.20 | +48.6% |
| GS GOLDMAN SACHS GROUP INC | 74.5M | 0.3% | 88.1K | 1,039.28 | +44.2% |
| KO COCA COLA CO | 74.4M | 0.3% | 971.1K | 91.10 | +28.9% |
| IEMG iShares Core MSCI Emerging Markets ETF | 72.5M | 0.3% | 1.0M | 81.57 | +31.9% |
| SUB iShares Short-Term National Muni Bond ETF | 72.4M | 0.3% | 679.5K | 106.30 | -0.6% |
| PM Philip Morris International Inc. | 70.6M | 0.3% | 423.4K | 188.23 | +8.9% |
| RTX RTX Corp | 69.7M | 0.3% | 361.3K | 209.91 | +34.1% |
| TJX TJX COMPANIES INC /DE/ | 68.8M | 0.3% | 430.7K | 140.53 | +1.6% |
| AXP AMERICAN EXPRESS CO | 68.7M | 0.3% | 227.1K | 336.00 | +8.9% |
| UNH UNITEDHEALTH GROUP INC | 67.6M | 0.3% | 249.9K | 390.11 | +30.1% |
| TXN TEXAS INSTRUMENTS INC | 67.5M | 0.2% | 347.7K | 264.36 | +31.7% |
| MCD MCDONALDS CORP | 65.4M | 0.2% | 210.5K | 270.95 | -13.5% |
| PLTR Palantir Technologies Inc. | 63.0M | 0.2% | 430.9K | 179.94 | +15.3% |
| APH AMPHENOL CORP /DE/ | 62.5M | 0.2% | 493.5K | 157.01 | +44.5% |
| ADI ANALOG DEVICES INC | 62.2M | 0.2% | 195.7K | 373.09 | +52.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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