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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $419.2B AUM 10,263 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 671 New 1862 Added 964 Reduced 160 Exited
Page 10 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RJF RAYMOND JAMES FINANCIAL INC Financial Services 732,955.0 $111.4M 0.03% +9K +1.2% $152.03 +18.1%
182 PLXS PLEXUS CORP Technology 368,366.0 $110.8M 0.03% +6K +1.6% $300.67 -8.8%
183 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 3,230,980.0 $109.5M 0.03% +490K +17.9% $33.88 +7.6%
184 UMBF UMB FINL CORP Financial Services 763,660.0 $109.0M 0.03% +108K +16.4% $142.76 +6.4%
185 WAT WATERS CORP Healthcare 290,613.0 $109.0M 0.03% +13K +4.7% $375.04 +8.7%
186 SBAC SBA COMMUNICATIONS CORP Real Estate 614,493.0 $108.4M 0.03% +380K +162.0% $176.46 +3.2%
187 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 200,059.0 $108.4M 0.03% +9K +4.9% $541.83 -6.2%
188 PPG PPG INDS INC Basic Materials 888,821.0 $107.8M 0.03% +188K +26.9% $121.29 -6.5%
189 HRL HORMEL FOODS CORP Consumer Defensive 4,300,642.0 $106.7M 0.03% +1.2M +37.6% $24.82 -3.2%
190 YUM YUM BRANDS INC Consumer Cyclical 663,995.0 $106.1M 0.03% +48K +7.7% $159.86 -9.2%
191 GNW GENWORTH FINANCIAL INC CL A Financial Services 11,184,305.0 $105.9M 0.03% +1.1M +10.9% $9.47 +6.5%
192 EQH EQUITABLE HLDGS INC Financial Services 2,340,509.0 $102.7M 0.03% +432K +22.6% $43.88 +16.5%
193 RMD RESMED INC Healthcare 523,108.0 $101.9M 0.02% +143K +37.8% $194.88 +13.1%
194 CR CRANE CO Industrials 452,906.0 $101.0M 0.02% +29K +6.8% $223.07 -2.0%
195 MLM MARTIN MARIETTA MATLS INC Basic Materials 173,430.0 $100.0M 0.02% +4K +2.4% $576.70 -6.6%
196 PAYX PAYCHEX INC Industrials 1,012,695.0 $99.6M 0.02% +33K +3.3% $98.33 +20.6%
197 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 260,418.0 $99.1M 0.02% +48K +22.7% $380.37 -13.9%
198 BGC BGC GROUP INC Financial Services 9,255,272.0 $98.9M 0.02% +63K +0.7% $10.69 +4.4%
199 TRIP TRIPADVISOR INC Consumer Cyclical 7,102,901.0 $97.4M 0.02% +2.1M +43.0% $13.71 -25.8%
200 VTRS VIATRIS INC Healthcare 6,007,467.0 $95.4M 0.02% +660K +12.3% $15.88 +2.2%
Page 10 of 94  ·  1,862 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%