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Holdings (Monthly) Guide ↗

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund

· Nationwide Mutual Funds
Monthly Holdings $826M AUM 25 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 23 New 25 Added 36 Reduced 10 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 UnitedHealth Group, Inc. 91324P102 Jan 2026 78,929 +18,852 $29.2M +69.6% 3.58% EC
2 Texas Instruments, Inc. 882508104 Jan 2026 87,011 +14,384 $24.5M +56.2% 3.00% EC
3 Amazon.com, Inc. 023135106 Jan 2026 89,928 +19,380 $23.8M +41.2% 2.92% EC
4 SLB Ltd. 806857108 Jan 2026 339,014 +111,541 $19.3M +75.2% 2.36% EC
5 Omnicom Group, Inc. 681919106 Jan 2026 232,843 +36,044 $17.9M +17.8% 2.19% EC
6 Citigroup, Inc. 172967424 Jan 2026 119,066 +37,752 $15.2M +62.0% 1.87% EC
7 Colgate-Palmolive Co. 194162103 Jan 2026 177,706 +67,623 $15.2M +52.6% 1.86% EC
8 Morgan Stanley 617446448 Jan 2026 76,197 +23,182 $14.5M +49.9% 1.78% EC
9 Delta Air Lines, Inc. 247361702 Jan 2026 186,935 +22,556 $12.7M +17.3% 1.56% EC
10 Newmont Corp. 651639106 Jan 2026 110,943 +34,380 $12.3M +43.3% 1.51% EC
11 First Horizon Corp. 320517105 Jan 2026 474,392 +49,111 $11.8M +13.7% 1.45% EC
12 Aon plc N/A Jan 2026 36,251 +36,430 $11.3M -2013.1% 1.38% EC
13 Thermo Fisher Scientific, Inc. 883556102 Jan 2026 23,487 +5,506 $11.2M +8.1% 1.38% EC
14 Diamondback Energy, Inc. 25278X109 Jan 2026 49,673 +1,362 $10.2M +29.0% 1.25% EC
15 Packaging Corp. of America 695156109 Jan 2026 45,792 +26,682 $9.8M +129.8% 1.20% EC
16 Phillips 66 718546104 Jan 2026 50,526 +10,520 $9.1M +57.6% 1.11% EC
17 Ford Motor Co. 345370860 Jan 2026 711,946 +174,172 $8.6M +15.2% 1.05% EC
18 Old Republic International Corp. 680223104 Jan 2026 203,235 +24,328 $8.1M +15.9% 0.99% EC
19 American International Group, Inc. 026874784 Jan 2026 104,951 +27,684 $7.9M +35.7% 0.96% EC
20 FedEx Corp. 31428X106 Jan 2026 19,274 +1,873 $7.8M +38.6% 0.95% EC
21 Carlisle Cos., Inc. 142339100 Jan 2026 21,811 +5,622 $7.7M +40.4% 0.95% EC
22 Capital One Financial Corp. 14040H105 Jan 2026 34,652 +3,226 $6.6M -3.7% 0.81% EC
23 CME Group, Inc. 12572Q105 Jan 2026 20,373 +2,104 $5.9M +11.0% 0.72% EC
24 Constellation Energy Corp. 21037T109 Jan 2026 17,827 +2,246 $5.6M +27.6% 0.68% EC
25 EQT Corp. 26884L109 Jan 2026 84,576 +12,060 $5.1M +21.4% 0.62% EC