THORNBURG INVESTMENT MANAGEMENT INC

CIK
0001145020
City
SANTA FE
State / Country
NM

Top Portfolio Positions

155 positions · $7,610,372,640 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
C
Citigroup Inc
Financial Services
8,017,682 $935,583,312 12.29%
T
At&T Inc.
Communication Services
29,044,508 $721,465,578 9.48%
AVGO
Broadcom Inc.
Technology
2,057,995 $712,272,069 9.36%
MRK
Merck & Co., Inc.
Healthcare
3,728,673 $392,480,119 5.16%
CME
Cme Group Inc.
Financial Services
1,146,539 $313,096,870 4.11%
EQH
Equitable Holdings, Inc.
Financial Services
4,889,730 $232,995,634 3.06%
TRP
Tc Energy Corp
Energy
4,040,854 $222,287,378 2.92%
CSCO
Cisco Systems, Inc.
Technology
2,869,033 $221,001,611 2.90%
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
644,259 $195,783,867 2.57%
MDT
Medtronic plc
Healthcare
1,928,745 $185,275,244 2.43%

Portfolio Trend

23 quarters · across all stocks

Holdings in RF

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2025-12-31 $168,849,287 6,230,601
2025-09-30 $121,955,053 4,624,765
2025-06-30 $108,100,177 4,596,096
2025-03-31 $99,873,166 4,596,096
2024-12-31 $121,387,919 5,161,051
2024-09-30 $120,407,319 5,161,051
2024-06-30 $115,433,426 5,760,151
2024-03-31 $169,573,542 8,059,579
2023-12-31 $216,683,942 11,180,802
2023-09-30 $192,309,794 11,180,802
2023-06-30 $209,120,569 11,735,161
2023-03-31 $211,894,972 11,416,755
2022-12-31 $247,486,657 11,478,973
2022-09-30 $230,382,988 11,478,973
2022-06-30 $203,846,025 10,871,788
2022-03-31 $241,445,494 10,846,608
2021-12-31 $257,000,832 11,789,029
2021-09-30 $257,225,103 12,070,629
2021-03-31 $236,919,149 11,467,529
2020-12-31 $184,856,567 11,467,529
2020-09-30 $136,336,819 11,824,529
2020-06-30 $111,044,320 9,986,000
2020-03-31 $81,627,000 9,100,000