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Holdings (Monthly) Guide ↗

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund

· Nationwide Mutual Funds
Monthly Holdings $826M AUM 36 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 Cisco Systems, Inc. 17275R102 Jan 2026 298,256 -71,664 $27.3M -5.8% 3.34% EC
2 JPMorgan Chase & Co. 46625H100 Jan 2026 73,730 -1,210 $23.1M +0.7% 2.83% EC
3 Berkshire Hathaway, Inc. 084670702 Jan 2026 46,533 -6,002 $22.0M -12.7% 2.70% EC
4 Assurant, Inc. 04621X108 Jan 2026 91,587 -1,613 $21.6M -2.5% 2.65% EC
5 Applied Materials, Inc. 038222105 Jan 2026 52,317 -931 $20.6M +20.3% 2.53% EC
6 Johnson & Johnson 478160104 Jan 2026 89,649 -44,418 $20.6M -32.4% 2.52% EC
7 Exxon Mobil Corp. 30231G102 Jan 2026 125,288 -55,340 $19.3M -24.3% 2.37% EC
8 L3Harris Technologies, Inc. 502431109 Jan 2026 40,193 -10,716 $12.9M -26.2% 1.58% EC
9 CSX Corp. 126408103 Jan 2026 259,426 -102,944 $11.8M -13.9% 1.44% EC
10 Bristol-Myers Squibb Co. 110122108 Jan 2026 185,250 -20,765 $11.2M -1.0% 1.37% EC
11 Elevance Health, Inc. 036752103 Jan 2026 29,177 -473 $11.0M +7.1% 1.35% EC
12 Dover Corp. 260003108 Jan 2026 46,721 -823 $10.6M +10.4% 1.30% EC
13 Caterpillar, Inc. 149123101 Jan 2026 9,967 -175 $8.9M +33.1% 1.09% EC
14 Voya Financial, Inc. 929089100 Jan 2026 93,977 -18,196 $7.7M -10.4% 0.94% EC
15 AT&T, Inc. 00206R102 Jan 2026 292,521 -57,725 $7.6M -16.7% 0.94% EC
16 Hubbell, Inc. 443510607 Jan 2026 14,411 -4,978 $7.3M -22.6% 0.90% EC
17 Freeport-McMoRan, Inc. 35671D857 Jan 2026 121,986 -36,230 $7.0M -26.0% 0.86% EC
18 Weyerhaeuser Co. 962166104 Jan 2026 280,768 -4,567 $6.9M -6.4% 0.84% EC
19 Gilead Sciences, Inc. 375558103 Jan 2026 49,237 -866 $6.4M -9.4% 0.79% EC
20 Goldman Sachs Group, Inc. (The) 38141G104 Jan 2026 6,948 -128 $6.4M -3.0% 0.79% EC
21 Walt Disney Co. (The) 254687106 Jan 2026 56,500 -931 $5.9M -9.5% 0.72% EC
22 Pfizer, Inc. 717081103 Jan 2026 214,584 -3,779 $5.7M -0.8% 0.70% EC
23 Honeywell International, Inc. 438516106 Jan 2026 25,562 -449 $5.5M -7.4% 0.67% EC
24 Marathon Petroleum Corp. 56585A102 Jan 2026 21,989 -16,341 $5.5M -19.2% 0.67% EC
25 Truist Financial Corp. 89832Q109 Jan 2026 105,295 -1,854 $5.4M -1.6% 0.66% EC
26 Las Vegas Sands Corp. 517834107 Jan 2026 99,255 -40,562 $5.4M -26.5% 0.66% EC
27 Dominion Energy, Inc. 25746U109 Jan 2026 81,966 -1,444 $5.3M +5.3% 0.65% EC
28 Dolby Laboratories, Inc. 25659T107 Jan 2026 81,244 -22,418 $5.2M -21.7% 0.64% EC
29 International Business Machines Corp. 459200101 Jan 2026 21,851 -385 $5.0M -26.0% 0.62% EC
30 Charles Schwab Corp. (The) 808513105 Jan 2026 49,047 -33,606 $4.5M -47.7% 0.55% EC
31 Ferguson Enterprises, Inc. 31488V107 Jan 2026 14,620 -257 $3.9M +4.2% 0.48% EC
32 Emerson Electric Co. 291011104 Jan 2026 27,762 -489 $3.9M -6.1% 0.48% EC
33 Columbia Banking System, Inc. 197236102 Jan 2026 128,927 -53,570 $3.8M -29.0% 0.47% EC
34 Estee Lauder Cos., Inc. (The) 518439104 Jan 2026 48,626 -40,350 $3.7M -63.6% 0.46% EC
35 Vodafone Group plc 92857W308 Jan 2026 235,462 -244,939 $3.7M -47.1% 0.46% EC
36 International Paper Co. 460146103 Jan 2026 112,469 -30,362 $3.4M -40.6% 0.42% EC