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Holdings (Monthly) Guide ↗

Nationwide Large Cap Equity Portfolio

· Nationwide Mutual Funds
Monthly Holdings $2.0B AUM 56 positions Period Apr 2026 Filed Jun 23, 2026 EDGAR ↗ ← All Funds
All 324 New 60 Added 56 Reduced 51 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Amazon.com, Inc. 023135106 Jan 2026 148,420 -184,350 $39.3M -50.6% 2.02% EC
2 General Dynamics Corp. 369550108 Jan 2026 78,210 -1,470 $26.9M -3.7% 1.38% EC
3 Valero Energy Corp. 91913Y100 Jan 2026 70,110 -31,280 $17.7M -3.7% 0.91% EC
4 Newmont Corp. 651639106 Jan 2026 146,350 -1,300 $16.3M -2.0% 0.83% EC
5 RTX Corp. 75513E101 Jan 2026 91,670 -28,580 $16.1M -33.2% 0.83% EC
6 Cheniere Energy, Inc. 16411R208 Jan 2026 44,370 -22,100 $12.2M -13.2% 0.62% EC
7 BorgWarner, Inc. 099724106 Jan 2026 212,260 -81,200 $12.1M -13.1% 0.62% EC
8 Johnson & Johnson 478160104 Jan 2026 50,810 -74,960 $11.7M -59.1% 0.60% EC
9 Jones Lang LaSalle, Inc. 48020Q107 Jan 2026 31,000 -4,050 $9.9M -21.4% 0.51% EC
10 Freeport-McMoRan, Inc. 35671D857 Jan 2026 166,497 -15,483 $9.6M -12.2% 0.49% EC
11 Expedia Group, Inc. 30212P303 Jan 2026 37,700 -9,600 $9.4M -25.3% 0.48% EC
12 Synchrony Financial 87165B103 Jan 2026 121,590 -10,610 $9.3M -3.5% 0.47% EC
13 GE Aerospace 369604301 Jan 2026 31,300 -30,040 $9.1M -51.8% 0.46% EC
14 Halozyme Therapeutics, Inc. 40637H109 Jan 2026 141,240 -22,110 $9.0M -23.2% 0.46% EC
15 GE Vernova, Inc. 36828A101 Jan 2026 7,690 -5,720 $8.3M -14.5% 0.43% EC
16 IDEXX Laboratories, Inc. 45168D104 Jan 2026 14,440 -11,750 $8.1M -53.9% 0.41% EC
17 United Airlines Holdings, Inc. 910047109 Jan 2026 84,740 -4,180 $7.6M -16.2% 0.39% EC
18 Crown Castle, Inc. 22822V101 Jan 2026 82,060 -113,610 $7.3M -57.1% 0.37% EC
19 HP, Inc. 40434L105 Jan 2026 334,228 -108,796 $7.0M -19.0% 0.36% EC
20 UnitedHealth Group, Inc. 91324P102 Jan 2026 18,380 -9,500 $6.8M -14.9% 0.35% EC
21 Universal Health Services, Inc. 913903100 Jan 2026 39,010 -2,120 $6.6M -20.7% 0.34% EC
22 HCA Healthcare, Inc. 40412C101 Jan 2026 14,730 -6,550 $6.4M -38.4% 0.33% EC
23 Cisco Systems, Inc. 17275R102 Jan 2026 63,150 -193,880 $5.8M -71.3% 0.30% EC
24 Ally Financial, Inc. 02005N100 Jan 2026 129,559 -224,310 $5.8M -61.6% 0.29% EC
25 BioMarin Pharmaceutical, Inc. 09061G101 Jan 2026 98,520 -71,410 $5.3M -44.7% 0.27% EC
26 TD SYNNEX Corp. 87162W100 Jan 2026 22,420 -1,810 $5.1M +33.1% 0.26% EC
27 Best Buy Co., Inc. 086516101 Jan 2026 80,760 -53,670 $4.9M -44.2% 0.25% EC
28 Maplebear, Inc. 565394103 Jan 2026 107,420 -36,750 $4.5M -15.1% 0.23% EC
29 CF Industries Holdings, Inc. 125269100 Jan 2026 36,310 -10,750 $4.5M +2.8% 0.23% EC
30 Wells Fargo & Co. 949746101 Jan 2026 54,493 -113,220 $4.5M -70.5% 0.23% EC
31 Virtu Financial, Inc. 928254101 Jan 2026 88,970 -37,070 $4.4M -15.6% 0.23% EC
32 Royal Gold, Inc. 780287108 Jan 2026 18,920 -1,800 $4.4M -19.1% 0.23% EC
33 HF Sinclair Corp. 403949100 Jan 2026 65,520 -135,040 $4.4M -57.8% 0.23% EC
34 Neurocrine Biosciences, Inc. 64125C109 Jan 2026 28,930 -9,120 $3.8M -26.4% 0.20% EC
35 Autodesk, Inc. 052769106 Jan 2026 16,050 -9,110 $3.8M -40.2% 0.19% EC
36 Raymond James Financial, Inc. 754730109 Jan 2026 21,620 -11,100 $3.4M -36.9% 0.18% EC
37 Pfizer, Inc. 717081103 Jan 2026 125,428 -615,340 $3.3M -82.9% 0.17% EC
38 Xylem, Inc. 98419M100 Jan 2026 27,530 -37,630 $3.3M -63.8% 0.17% EC
39 Howard Hughes Holdings, Inc. 44267T102 Jan 2026 51,294 -18,176 $3.2M -43.7% 0.16% EC
40 Las Vegas Sands Corp. 517834107 Jan 2026 51,784 -9,510 $2.8M -12.5% 0.14% EC
41 Stifel Financial Corp. 860630102 Jan 2026 28,490 -8,030 $2.2M -50.1% 0.12% EC
42 Atlassian Corp. 049468101 Jan 2026 31,650 -5,780 $2.2M -50.9% 0.11% EC
43 Allstate Corp. (The) 020002101 Jan 2026 9,880 -49,130 $2.1M -81.7% 0.11% EC
44 Harley-Davidson, Inc. 412822108 Jan 2026 88,930 -37,310 $2.1M -15.0% 0.11% EC
45 Ulta Beauty, Inc. 90384S303 Jan 2026 3,910 -860 $2.1M -31.9% 0.11% EC
46 Generac Holdings, Inc. 368736104 Jan 2026 7,730 -2,540 $2.0M +16.1% 0.10% EC
47 Duolingo, Inc. 26603R106 Jan 2026 16,490 -11,870 $1.8M -52.2% 0.09% EC
48 Robinhood Markets, Inc. 770700102 Jan 2026 23,960 -10,160 $1.7M -48.5% 0.09% EC
49 CVS Health Corp. 126650100 Jan 2026 19,240 -67,640 $1.6M -75.2% 0.08% EC
50 Carvana Co. 146869102 Jan 2026 3,690 -2,030 $1.5M -36.3% 0.07% EC
51 Invitation Homes, Inc. 46187W107 Jan 2026 48,240 -26,640 $1.4M -30.7% 0.07% EC
52 Guidewire Software, Inc. 40171V100 Jan 2026 8,480 -2,850 $1.2M -26.4% 0.06% EC
53 Global Payments, Inc. 37940X102 Jan 2026 15,372 -48,548 $1.1M -75.9% 0.06% EC
54 Boston Beer Co., Inc. (The) 100557107 Jan 2026 4,386 -1,500 $1.0M -17.3% 0.05% EC
55 Armstrong World Industries, Inc. 04247X102 Jan 2026 5,390 -10,900 $918K -69.3% 0.05% EC
56 Tenet Healthcare Corp. 88033G407 Jan 2026 3,301 -11,639 $585K -79.3% 0.03% EC