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Holdings (Monthly) Guide ↗

Nationwide BNY Mellon Dynamic U.S. Equity Income Fund

· Nationwide Mutual Funds
Monthly Holdings $963M AUM 33 positions Period Jul 2026 Filed Sep 18, 2026 EDGAR ↗ ← All Funds
All 22 New 33 Added 21 Reduced 16 Exited · Jul 2026 vs Apr 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Amazon.com, Inc. 023135106 Jan 2026 178,762 +88,834 $48.5M +103.7% 5.04% EC
2 JPMorgan Chase & Co. 46625H100 Jan 2026 105,227 +31,497 $37.0M +60.3% 3.85% EC
3 Berkshire Hathaway, Inc. 084670702 Jan 2026 55,825 +9,292 $28.6M +29.6% 2.97% EC
4 Fifth Third Bancorp 316773100 Apr 2026 492,707 +106,603 $27.8M +42.0% 2.89% EC
5 Assurant, Inc. 04621X108 Jan 2026 93,688 +2,101 $26.2M +20.9% 2.72% EC
6 Johnson & Johnson 478160104 Jan 2026 99,016 +9,367 $25.4M +23.2% 2.64% EC
7 AT&T, Inc. 00206R102 Jan 2026 930,817 +638,296 $21.6M +183.1% 2.25% EC
8 SLB Ltd. 806857108 Jan 2026 423,391 +84,377 $21.0M +8.9% 2.18% EC
9 Colgate-Palmolive Co. 194162103 Jan 2026 225,679 +47,973 $20.6M +35.8% 2.14% EC
10 Omnicom Group, Inc. 681919106 Jan 2026 234,363 +1,520 $18.4M +3.3% 1.92% EC
11 Delta Air Lines, Inc. 247361702 Jan 2026 206,444 +19,509 $18.1M +42.0% 1.88% EC
12 Citigroup, Inc. 172967424 Jan 2026 125,918 +6,852 $16.7M +9.4% 1.73% EC
13 Capital One Financial Corp. 14040H105 Jan 2026 78,199 +43,547 $16.3M +146.6% 1.70% EC
14 Elevance Health, Inc. 036752103 Jan 2026 37,583 +8,406 $14.1M +28.6% 1.47% EC
15 Thermo Fisher Scientific, Inc. 883556102 Jan 2026 24,592 +1,105 $14.1M +25.5% 1.47% EC
16 Diamondback Energy, Inc. 25278X109 Jan 2026 68,602 +18,929 $13.9M +36.3% 1.45% EC
17 Aon plc N/A Jan 2026 37,157 +36,385 $13.4M -493.4% 1.39% EC
18 Target Corp. 87612E106 Apr 2026 92,404 +34,953 $13.4M +79.1% 1.39% EC
19 Packaging Corp. of America 695156109 Jan 2026 50,572 +4,780 $12.4M +27.2% 1.29% EC
20 Voya Financial, Inc. 929089100 Jan 2026 103,878 +9,901 $10.3M +34.1% 1.07% EC
21 Old Republic International Corp. 680223104 Jan 2026 224,436 +21,201 $9.7M +19.4% 1.01% EC
22 International Paper Co. 460146103 Jan 2026 233,208 +120,739 $9.5M +178.3% 0.99% EC
23 Weyerhaeuser Co. 962166104 Jan 2026 360,790 +80,022 $9.0M +31.2% 0.94% EC
24 International Business Machines Corp. 459200101 Jan 2026 40,194 +18,343 $9.0M +78.1% 0.93% EC
25 Walt Disney Co. (The) 254687106 Jan 2026 83,223 +26,723 $8.0M +36.6% 0.83% EC
26 Gilead Sciences, Inc. 375558103 Jan 2026 54,406 +5,169 $7.1M +10.0% 0.74% EC
27 Regal Rexnord Corp. 758750103 Apr 2026 31,644 +3,276 $6.5M +6.5% 0.67% EC
28 Deckers Outdoor Corp. 243537107 Apr 2026 65,514 +6,207 $6.3M +4.7% 0.66% EC
29 Dolby Laboratories, Inc. 25659T107 Jan 2026 102,601 +21,357 $6.0M +15.8% 0.63% EC
30 Ferguson Enterprises, Inc. 31488V107 Jan 2026 23,964 +9,344 $5.6M +43.5% 0.58% EC
31 EQT Corp. 26884L109 Jan 2026 90,670 +6,094 $4.8M -4.9% 0.50% EC
32 Estee Lauder Cos., Inc. (The) 518439104 Jan 2026 53,696 +5,070 $4.5M +20.8% 0.47% EC
33 Lowe's Cos., Inc. 548661107 Apr 2026 21,152 +1,987 $4.4M -4.0% 0.46% EC