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Holdings (Monthly) Guide ↗

Large Cap Core Stock Portfolio

· Northwestern Mutual Series Fund Inc
Monthly Holdings $862M AUM 149 positions Period Jun 2026 Filed Aug 20, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 NVIDIA Corp 67066G104 Jun 2026 369,651 $74.0M 8.58% EC
2 Apple Inc 037833100 Jun 2026 156,732 $45.4M 5.26% EC
3 Alphabet Inc 02079K305 Jun 2026 125,974 $45.0M 5.22% EC
4 Amazon.com Inc 023135106 Jun 2026 181,634 $43.3M 5.02% EC
5 Microsoft Corp 594918104 Jun 2026 99,695 $37.2M 4.32% EC
6 Broadcom Inc 11135F101 Jun 2026 81,086 $30.6M 3.55% EC
7 Micron Technology Inc 595112103 Jun 2026 19,418 $22.4M 2.60% EC
8 Advanced Micro Devices Inc 007903107 Jun 2026 33,205 $19.3M 2.24% EC
9 Goldman Sachs Group Inc/The 38141G104 Jun 2026 16,546 $16.7M 1.94% EC
10 Berkshire Hathaway Inc 084670702 Jun 2026 32,198 $16.1M 1.87% EC
11 Exxon Mobil Corp 30231G102 Jun 2026 115,007 $15.7M 1.82% EC
12 Eli Lilly & Co 532457108 Jun 2026 12,034 $14.4M 1.67% EC
13 Mastercard Inc 57636Q104 Jun 2026 27,162 $14.0M 1.62% EC
14 KLA Corp 482480100 Jun 2026 37,985 $11.5M 1.33% EC
15 US Foods Holding Corp 912008109 Jun 2026 104,510 $10.7M 1.24% EC
16 Walmart Inc 931142103 Jun 2026 90,577 $10.3M 1.19% EC
17 Blackrock Inc 09290D101 Jun 2026 10,498 $10.1M 1.17% EC
18 Bank of New York Mellon Corp/The 064058100 Jun 2026 68,414 $9.9M 1.15% EC
19 Airbnb Inc 009066101 Jun 2026 68,799 $9.8M 1.14% EC
20 Tesla Inc 88160R101 Jun 2026 22,810 $9.6M 1.11% EC
21 CH Robinson Worldwide Inc 12541W209 Jun 2026 47,170 $8.9M 1.03% EC
22 Texas Instruments Inc 882508104 Jun 2026 27,384 $8.2M 0.95% EC
23 Seagate Technology Holdings PLC 000000000 Jun 2026 8,052 $7.8M 0.90% EC
24 Merck & Co Inc 58933Y105 Jun 2026 60,152 $7.7M 0.90% EC
25 CMS Energy Corp 125896100 Jun 2026 99,413 $7.6M 0.88% EC
26 Welltower Inc 95040Q104 Jun 2026 32,426 $7.4M 0.85% EC
27 Coca-Cola Co/The 191216100 Jun 2026 88,872 $7.2M 0.84% EC
28 Fifth Third Bancorp 316773100 Jun 2026 124,394 $7.0M 0.81% EC
29 Sandisk Corp 80004C200 Jun 2026 3,021 $6.9M 0.80% EC
30 Philip Morris International Inc 718172109 Jun 2026 37,234 $6.7M 0.78% EC
31 UnitedHealth Group Inc 91324P102 Jun 2026 15,754 $6.5M 0.76% EC
32 Meta Platforms Inc 30303M102 Jun 2026 11,422 $6.4M 0.75% EC
33 Dominion Energy Inc 25746U109 Jun 2026 90,793 $6.2M 0.72% EC
34 Ross Stores Inc 778296103 Jun 2026 29,111 $6.2M 0.72% EC
35 Marriott International Inc/MD 571903202 Jun 2026 16,472 $6.1M 0.71% EC
36 Wells Fargo & Co 949746101 Jun 2026 71,080 $5.9M 0.68% EC
37 Starbucks Corp 855244109 Jun 2026 55,207 $5.6M 0.65% EC
38 Linde PLC 000000000 Jun 2026 10,679 $5.5M 0.64% EC
39 Walt Disney Co/The 254687106 Jun 2026 57,305 $5.5M 0.64% EC
40 Shell PLC 780259305 Jun 2026 70,949 $5.5M 0.64% EC
41 Marsh & McLennan Cos Inc 571748102 Jun 2026 32,604 $5.4M 0.63% EC
42 Synopsys Inc 871607107 Jun 2026 12,172 $5.4M 0.63% EC
43 Hyatt Hotels Corp 448579102 Jun 2026 27,556 $5.3M 0.62% EC
44 Targa Resources Corp 87612G101 Jun 2026 19,874 $5.3M 0.62% EC
45 Clean Harbors Inc 184496107 Jun 2026 17,687 $5.3M 0.61% EC
46 Palo Alto Networks Inc 697435105 Jun 2026 15,171 $5.2M 0.60% EC
47 Sempra 816851109 Jun 2026 54,308 $5.0M 0.58% EC
48 Eaton Corp PLC 000000000 Jun 2026 11,634 $5.0M 0.58% EC
49 Vertiv Holdings Co 92537N108 Jun 2026 14,576 $4.9M 0.57% EC
50 QUALCOMM Inc 747525103 Jun 2026 26,371 $4.9M 0.57% EC
51 James Hardie Industries PLC 000000000 Jun 2026 177,283 $4.6M 0.54% EC
52 Oracle Corp 68389X105 Jun 2026 29,495 $4.3M 0.50% EC
53 Chubb Ltd 000000000 Jun 2026 12,519 $4.3M 0.49% EC
54 Northrop Grumman Corp 666807102 Jun 2026 8,306 $4.2M 0.49% EC
55 WESCO International Inc 95082P105 Jun 2026 11,765 $4.1M 0.47% EC
56 Credo Technology Group Holding Ltd 000000000 Jun 2026 14,938 $4.1M 0.47% EC
57 Marathon Petroleum Corp 56585A102 Jun 2026 15,491 $4.0M 0.46% EC
58 Pool Corp 73278L105 Jun 2026 18,414 $4.0M 0.46% EC
59 T-Mobile US Inc 872590104 Jun 2026 22,933 $3.8M 0.45% EC
60 Royal Caribbean Cruises Ltd 000000000 Jun 2026 12,104 $3.8M 0.45% EC
61 Monster Beverage Corp 61174X109 Jun 2026 39,517 $3.8M 0.44% EC
62 Waste Connections Inc 94106B101 Jun 2026 21,706 $3.6M 0.42% EC
63 PACCAR Inc 693718108 Jun 2026 29,527 $3.5M 0.41% EC
64 Boeing Co/The 097023105 Jun 2026 16,177 $3.5M 0.41% EC
65 Johnson & Johnson 478160104 Jun 2026 13,727 $3.5M 0.40% EC
66 Arch Capital Group Ltd 000000000 Jun 2026 35,460 $3.4M 0.40% EC
67 KKR & Co Inc 48251W104 Jun 2026 36,810 $3.4M 0.39% EC
68 Cardinal Health Inc 14149Y108 Jun 2026 14,207 $3.4M 0.39% EC
69 Cerebras Systems Inc 15675D103 Jun 2026 15,233 $3.4M 0.39% EC
70 IDEX Corp 45167R104 Jun 2026 13,944 $3.2M 0.37% EC
71 Cummins Inc 231021106 Jun 2026 4,434 $3.2M 0.37% EC
72 Ares Management Corp 03990B101 Jun 2026 27,567 $3.1M 0.36% EC
73 Regal Rexnord Corp 758750103 Jun 2026 12,881 $3.1M 0.36% EC
74 Johnson Controls International plc 000000000 Jun 2026 20,810 $3.0M 0.35% EC
75 Palantir Technologies Inc 69608A108 Jun 2026 25,899 $3.0M 0.35% EC
76 Snowflake Inc 833445109 Jun 2026 11,440 $2.9M 0.34% EC
77 Atmos Energy Corp 049560105 Jun 2026 16,427 $2.8M 0.33% EC
78 Intel Corp 458140100 Jun 2026 20,122 $2.8M 0.33% EC
79 Devon Energy Corp 25179M103 Jun 2026 67,723 $2.8M 0.32% EC
80 NRG Energy Inc 629377508 Jun 2026 19,047 $2.8M 0.32% EC
81 Ferguson Enterprises Inc 31488V107 Jun 2026 11,690 $2.8M 0.32% EC
82 AstraZeneca PLC 000000000 Jun 2026 14,585 $2.8M 0.32% EC
83 Edwards Lifesciences Corp 28176E108 Jun 2026 29,699 $2.7M 0.31% EC
84 Amgen Inc 031162100 Jun 2026 7,243 $2.6M 0.30% EC
85 Humana Inc 444859102 Jun 2026 6,524 $2.6M 0.30% EC
86 Sherwin-Williams Co/The 824348106 Jun 2026 7,373 $2.5M 0.29% EC
87 AbbVie Inc 00287Y109 Jun 2026 9,460 $2.4M 0.28% EC
88 Spotify Technology SA 000000000 Jun 2026 5,177 $2.4M 0.28% EC
89 British American Tobacco PLC 110448107 Jun 2026 37,370 $2.3M 0.27% EC
90 Delta Air Lines Inc 247361702 Jun 2026 24,181 $2.3M 0.26% EC
91 Waters Corp 941848103 Jun 2026 5,941 $2.2M 0.26% EC
92 Thermo Fisher Scientific Inc 883556102 Jun 2026 4,405 $2.2M 0.26% EC
93 PPG Industries Inc 693506107 Jun 2026 18,090 $2.2M 0.25% EC
94 West Pharmaceutical Services Inc 955306105 Jun 2026 6,089 $2.2M 0.25% EC
95 Mettler-Toledo International Inc 592688105 Jun 2026 1,695 $2.2M 0.25% EC
96 Axon Enterprise Inc 05464C101 Jun 2026 3,852 $2.2M 0.25% EC
97 International Business Machines Corp 459200101 Jun 2026 7,628 $2.1M 0.25% EC
98 Everest Group Ltd 000000000 Jun 2026 5,930 $2.1M 0.25% EC
99 STERIS PLC 000000000 Jun 2026 9,899 $2.1M 0.24% EC
100 Danaher Corp 235851102 Jun 2026 10,731 $2.0M 0.24% EC
101 GSK PLC 37733W204 Jun 2026 38,984 $2.0M 0.24% EC
102 Mondelez International Inc 609207105 Jun 2026 35,069 $2.0M 0.24% EC
103 Unilever PLC 904767803 Jun 2026 32,064 $1.9M 0.22% EC
104 Vertex Pharmaceuticals Inc 92532F100 Jun 2026 3,877 $1.9M 0.22% EC
105 Haleon PLC 405552100 Jun 2026 201,664 $1.9M 0.22% EC
106 FTAI Aviation Ltd 000000000 Jun 2026 6,374 $1.7M 0.20% EC
107 Crowdstrike Holdings Inc 22788C105 Jun 2026 2,215 $1.7M 0.20% EC
108 Stryker Corp 863667101 Jun 2026 5,284 $1.7M 0.19% EC
109 Datadog Inc 23804L103 Jun 2026 6,340 $1.7M 0.19% EC
110 Gilead Sciences Inc 375558103 Jun 2026 12,986 $1.6M 0.19% EC
111 Intuitive Surgical Inc 46120E602 Jun 2026 4,080 $1.6M 0.19% EC
112 Packaging Corp of America 695156109 Jun 2026 6,583 $1.6M 0.18% EC
113 Anheuser-Busch InBev SA/NV 03524A108 Jun 2026 19,009 $1.6M 0.18% EC
114 Space Exploration Technologies Corp 84615Q103 Jun 2026 8,929 $1.5M 0.18% EC
115 WW Grainger Inc 384802104 Jun 2026 1,054 $1.4M 0.17% EC
116 Netflix Inc 64110L106 Jun 2026 19,945 $1.4M 0.17% EC
117 Okta Inc 679295105 Jun 2026 10,258 $1.4M 0.16% EC
118 Illumina Inc 452327109 Jun 2026 7,689 $1.4M 0.16% EC
119 Centene Corp 15135B101 Jun 2026 20,865 $1.3M 0.16% EC
120 RTX Corp 75513E101 Jun 2026 6,643 $1.3M 0.15% EC
121 Church & Dwight Co Inc 171340102 Jun 2026 12,531 $1.2M 0.14% EC
122 Builders FirstSource Inc 12008R107 Jun 2026 13,444 $1.2M 0.14% EC
123 Performance Food Group Co 71377A103 Jun 2026 10,738 $1.2M 0.14% EC
124 EMCOR Group Inc 29084Q100 Jun 2026 1,424 $1.2M 0.14% EC
125 Dexcom Inc 252131107 Jun 2026 16,425 $1.1M 0.13% EC
126 Insmed Inc 457669307 Jun 2026 10,331 $1.1M 0.13% EC
127 Samsara Inc 79589L106 Jun 2026 33,851 $1.1M 0.13% EC
128 Tenet Healthcare Corp 88033G407 Jun 2026 5,695 $1.1M 0.12% EC
129 Casey's General Stores Inc 147528103 Jun 2026 1,296 $1.0M 0.12% EC
130 Newmont Corp 651639106 Jun 2026 10,359 $968K 0.11% EC
131 Akamai Technologies Inc 00971T101 Jun 2026 8,105 $958K 0.11% EC
132 MongoDB Inc 60937P106 Jun 2026 2,759 $927K 0.11% EC
133 Regeneron Pharmaceuticals Inc 75886F107 Jun 2026 1,481 $923K 0.11% EC
134 Twilio Inc 90138F102 Jun 2026 4,456 $919K 0.11% EC
135 Abbott Laboratories 002824100 Jun 2026 9,649 $876K 0.10% EC
136 Freeport-McMoRan Inc 35671D857 Jun 2026 12,631 $794K 0.09% EC
137 Ingersoll Rand Inc 45687V106 Jun 2026 9,250 $758K 0.09% EC
138 EchoStar Corp 278768106 Jun 2026 7,264 $737K 0.09% EC
139 Cencora Inc 03073E105 Jun 2026 2,456 $695K 0.08% EC
140 Celanese Corp 150870103 Jun 2026 10,171 $468K 0.05% EC
141 Iron Mountain Inc 46284V101 Jun 2026 3,675 $464K 0.05% EC
142 Moderna Inc 60770K107 Jun 2026 5,312 $372K 0.04% EC
143 Biogen Inc 09062X103 Jun 2026 1,699 $367K 0.04% EC
144 Fortinet Inc 34959E109 Jun 2026 2,244 $345K 0.04% EC
145 ServiceNow Inc 81762P102 Jun 2026 3,199 $318K 0.04% EC
146 Viatris Inc 92556V106 Jun 2026 15,911 $253K 0.03% EC
147 Revolution Medicines Inc 76155X100 Jun 2026 869 $163K 0.02% EC
148 Bridgebio Pharma Inc 10806X102 Jun 2026 2,042 $152K 0.02% EC
149 Teva Pharmaceutical Industries Ltd 881624209 Jun 2026 3,573 $121K 0.01% EC