Intech Investment Management Llc Portfolio Stock Holdings

Intech Investment Management Llc disclosed 2091 stock positions valued at approximately $10.2 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, MICROSOFT CORP, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
2091
Portfolio Value
$10.2B
Holdings by Sector
Intech Investment Management Llc Portfolio Holdings in Q1 2026

1994 holdings in the latest reporting period.

Page 1 of 20
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.46%3,767,686+23,812+0.64%$657,084,440
MICROSOFT CORPMSFTTechnology4.57%1,255,094+195,139+18.41%$464,598,147
APPLE INCAAPLTechnology3.97%1,590,222-82,099-4.91%$403,582,441
ALPHABET INCGOOGLCommunication Services2.75%972,739+436,308+81.34%$279,720,828
BROADCOM INCAVGOTechnology2.49%817,913-27,212-3.22%$253,152,251
ALPHABET INCGOOGCommunication Services2.23%789,385+353,117+80.94%$226,442,981
META PLATFORMS INCMETACommunication Services1.87%331,356-125,076-27.40%$189,578,708
AMAZON COM INCAMZNConsumer Cyclical1.65%807,593-227,846-22.00%$168,197,397
ELI LILLY & COLLYHealthcare1.46%161,201+62,193+62.82%$148,267,845
TESLA INCTSLAConsumer Cyclical1.42%387,166+53,670+16.09%$143,928,962
PALANTIR TECHNOLOGIES INCPLTRTechnology0.95%659,819+101,315+18.14%$96,518,323
CISCO SYS INCCSCOTechnology0.74%963,833-195,058-16.83%$74,783,803
TORONTO DOMINION BK ONTTDFinancial Services0.65%708,006+256,647+56.86%$65,912,464
AMERICAN TOWER CORPAMTReal Estate0.64%376,931+87,365+30.17%$65,050,753
3M COMMMIndustrials0.63%438,803+63,002+16.76%$63,727,362
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.62%14,969+753+5.30%$63,024,279
MICRON TECHNOLOGY INCMUTechnology0.62%186,454+65,998+54.79%$62,991,620
NETFLIX INC.NFLXCommunication Services0.57%607,846-574,259-48.58%$58,444,394
BANK NOVA SCOTIA B CBNSFinancial Services0.56%830,164+8,386+1.02%$57,386,637
GOLDMAN SACHS GROUP INCGSFinancial Services0.56%67,413+758+1.14%$57,030,724
GE VERNOVA INCGEVUtilities0.55%64,138-15,619-19.58%$55,986,061
DEUTSCHE BK AGDBOther0.53%1,867,208+886,232+90.34%$54,032,336
ORACLE CORPORCLTechnology0.53%365,111-145,652-28.52%$53,711,479
EOG RES INCEOGEnergy0.52%363,087+62,653+20.85%$52,491,488
JOHNSON & JOHNSONJNJHealthcare0.51%212,957+97,841+84.99%$52,055,210
CITIGROUP INCCFinancial Services0.49%434,710+64,039+17.28%$49,300,462
ADOBE INCADBETechnology0.48%198,729-90,852-31.37%$48,307,045
AON PLCAONFinancial Services0.46%144,445-11,810-7.56%$46,623,958
LOCKHEED MARTIN CORPLMTIndustrials0.42%71,074-27,365-27.80%$42,956,416
SYSCO CORPSYYConsumer Defensive0.42%593,869+158,095+36.28%$42,360,675
JPMORGAN CHASE & COJPMFinancial Services0.41%140,943-88,399-38.54%$41,459,794
WALMART INCWMTConsumer Defensive0.40%330,060-136,943-29.32%$41,019,858
UNITEDHEALTH GROUP INCUNHHealthcare0.39%147,364+55,291+60.05%$39,875,226
ALLSTATE CORPALLFinancial Services0.39%192,084+9,960+5.47%$39,826,697
CATERPILLAR INCCATIndustrials0.38%53,865+27,556+104.74%$38,161,198
PG&E CORPPCGUtilities0.36%2,110,583-114,575-5.15%$37,082,942
ZOETIS INCZTSHealthcare0.36%311,871-152,270-32.81%$36,866,272
AMERICAN EXPRESS COAXPFinancial Services0.35%116,945+37,411+47.04%$35,373,525
ROYAL BK CDARYFinancial Services0.35%218,637+34,745+18.89%$35,231,334
HOWMET AEROSPACE INCHWMIndustrials0.34%150,127+92,697+161.41%$34,598,269
MCKESSON CORPMCKHealthcare0.34%39,899+413+1.05%$34,526,999
DUKE ENERGY CORP NEWDUKUtilities0.33%253,939+6,547+2.65%$33,250,774
PHILIP MORRIS INTL INCPMConsumer Defensive0.32%198,391-40,859-17.08%$32,801,967
CBRE GROUP INCCBREReal Estate0.32%240,963+9,698+4.19%$32,640,846
DOORDASH INCDASHCommunication Services0.32%217,037-36,311-14.33%$32,588,107
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.32%115,238+31,777+38.07%$32,539,754
TRAVELERS COMPANIES INCTRVFinancial Services0.32%111,259-7,990-6.70%$32,452,023
CARDINAL HEALTH INCCAHHealthcare0.30%146,183-62,358-29.90%$30,889,931
GENERAL MTRS COGMConsumer Cyclical0.30%411,119-95,059-18.78%$30,628,367
HCA HEALTHCARE INCHCAHealthcare0.30%64,267+8,994+16.27%$30,413,716
SCHWAB CHARLES CORPSCHWFinancial Services0.30%319,604-151,804-32.20%$30,036,382
AERCAP HOLDINGS NVAEROther0.28%210,772+77,052+57.62%$28,913,703
CHENIERE ENERGY INCLNGEnergy0.28%100,857-62,154-38.13%$28,619,183
INTUITIVE SURGICAL INCISRGHealthcare0.28%62,055+1,308+2.15%$28,606,736
VISTRA CORPVSTUtilities0.28%189,482+561+0.30%$28,484,834
BRISTOL-MYERS SQUIBB COBMYHealthcare0.27%451,521-643,255-58.76%$27,384,749
INTERNATIONAL BUSINESS MACHSIBMTechnology0.27%112,510-34,407-23.42%$27,271,300
WELLTOWER INCWELLReal Estate0.26%136,010+85,411+168.80%$26,890,538
CORTEVA INCCTVABasic Materials0.26%314,365-126,113-28.63%$26,315,494
VERIZON COMMUNICATIONS INCVZCommunication Services0.26%520,583+305,008+141.49%$26,133,267
MASTERCARD INCORPORATEDMAFinancial Services0.25%50,924+8,491+20.01%$25,444,685
BANK MONTREAL MEDIUMBMOFinancial Services0.25%187,747-46,067-19.70%$25,348,637
CANADIAN IMPERIAL BANK OF COCMFinancial Services0.25%265,835-77,993-22.68%$25,113,887
ADVANCED MICRO DEVICES INCAMDTechnology0.25%123,418+29,900+31.97%$25,106,923
RTX CORPORATIONRTXIndustrials0.24%126,815-13,430-9.58%$24,462,614
FEDEX CORPFDXIndustrials0.24%68,679+35,477+106.85%$24,462,085
SHOPIFY INCSHOPTechnology0.24%205,375-16,931-7.62%$24,290,922
VICI PPTYS INCVICIReal Estate0.24%886,214+206,467+30.37%$24,211,366
UNITED RENTALS INCURIIndustrials0.23%32,729+23,990+274.52%$23,845,041
COLGATE PALMOLIVE COCLConsumer Defensive0.23%278,568-113,364-28.92%$23,742,351
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.23%49,379+1,050+2.17%$23,662,417
EXXON MOBIL CORPXOMEnergy0.23%135,926-73,716-35.16%$23,061,205
MOTOROLA SOLUTIONS INCMSITechnology0.23%52,769-26,747-33.64%$22,900,165
EVERPURE INCPSTGTechnology0.23%387,677+61,770+18.95%$22,888,450
ALNYLAM PHARMACEUTICALS INCALNYHealthcare0.22%68,009+21,299+45.60%$22,502,138
AECOMACMIndustrials0.22%258,942+104,877+68.07%$21,963,462
CAMECO CORPCCJEnergy0.22%202,308-159,512-44.09%$21,930,532
AT&T INCTCommunication Services0.21%743,917+248,103+50.04%$21,566,152
VENTAS INCVTRReal Estate0.20%253,096+194,741+333.72%$20,698,189
IDEXX LABS INCIDXXHealthcare0.20%36,181+1,087+3.10%$20,329,741
COCA COLA COKOConsumer Defensive0.20%263,263-18,501-6.57%$20,021,150
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.20%215,375+41,310+23.73%$19,881,268
TAPESTRY INCTPRConsumer Cyclical0.20%140,466-54,623-28.00%$19,821,155
NEWMONT CORPNEMBasic Materials0.19%182,671+8,618+4.95%$19,774,137
GE AEROSPACEGEIndustrials0.19%68,666-112,267-62.05%$19,485,349
WILLIAMS SONOMA INCWSMConsumer Cyclical0.19%104,451+9,157+9.61%$19,044,552
ABBOTT LABORATORIESABTHealthcare0.18%180,014+87,218+93.99%$18,482,037
JONES LANG LASALLE INCJLLReal Estate0.18%60,456-10,020-14.22%$18,397,970
AGNICO EAGLE MINES LTDAEMBasic Materials0.18%90,781+28,248+45.17%$18,368,265
ROSS STORES INCROSTConsumer Cyclical0.18%84,720+56,203+197.09%$18,352,892
ROYAL CARIBBEAN GROUPRCLOther0.18%66,323+7,350+12.46%$18,250,764
DISNEY WALT CODISCommunication Services0.18%185,554-61,072-24.76%$17,883,694
WILLIS TOWERS WATSON PLC LTDWTWOther0.18%61,496+41,491+207.40%$17,876,887
TJX COS INC NEWTJXConsumer Cyclical0.17%111,305+12,746+12.93%$17,775,408
LAM RESEARCH CORPLRCXOther0.17%82,310+38,085+86.12%$17,586,353
BARRICK MNG CORPBOther0.17%423,709-3,077-0.72%$17,260,476
PEPSICO INCPEPConsumer Defensive0.17%111,079-3,480-3.04%$17,249,458
BANK NEW YORK MELLON CORPBKFinancial Services0.17%145,283+7,840+5.70%$17,234,921
EXELIXIS INCEXELHealthcare0.17%401,748+109,634+37.53%$17,230,973
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.17%17,252-19,354-52.87%$17,190,410