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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 11 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NHYM NUSHARES ETF TR 3,788,000.0 $95.2M 0.02% +232K +6.5% $25.12 -1.7%
202 NVMI NOVA LTD Technology 179,410.0 $94.8M 0.02% +32K +21.8% $528.67 -20.4%
203 BALL BALL CORP Consumer Cyclical 1,515,919.0 $94.6M 0.02% +96K +6.8% $62.40 -2.0%
204 UDR UDR INC Real Estate 2,361,535.0 $94.3M 0.02% +1.6M +223.0% $39.92 -6.7%
205 ABCB AMERIS BANCORP Financial Services 1,035,046.0 $93.4M 0.02% +116K +12.7% $90.26 -1.4%
206 XPO XPO INC Industrials 453,447.0 $93.1M 0.02% +223K +96.5% $205.29 +2.8%
207 WCC WESCO INTL INC Industrials 267,393.0 $92.4M 0.02% +8K +3.1% $345.43 +8.0%
208 EMBJ EMBRAER S A Industrials 1,420,838.0 $90.6M 0.02% +32K +2.3% $63.80 +20.9%
209 AER AERCAP HOLDINGS NV Industrials 621,061.0 $90.5M 0.02% +9K +1.4% $145.78 +3.2%
210 CNQ CANADIAN NAT RES LTD Energy 2,274,710.0 $90.0M 0.02% +62K +2.8% $39.55 +24.6%
211 ENS ENERSYS Industrials 384,151.0 $89.8M 0.02% +146K +61.3% $233.82 -13.5%
212 TWLO TWILIO INC Communication Services 433,384.0 $89.4M 0.02% +107K +32.6% $206.33 +10.8%
213 TGTX TG THERAPEUTICS INC Healthcare 1,625,876.0 $89.3M 0.02% +179K +12.4% $54.94 -10.3%
214 GPC GENUINE PARTS CO Consumer Cyclical 754,607.0 $89.0M 0.02% +367K +94.5% $117.98 +12.3%
215 RVMD REVOLUTION MEDICINES INC Healthcare 475,231.0 $89.0M 0.02% +135K +39.5% $187.28 +13.2%
216 TDY TELEDYNE TECHNOLOGIES INC Technology 133,229.0 $88.9M 0.02% +19K +17.0% $666.90 +1.6%
217 JBHT HUNT J B TRANS SVCS INC Industrials 305,055.0 $88.3M 0.02% +68K +28.4% $289.43 -2.1%
218 ADC AGREE RLTY CORP Real Estate 1,164,511.0 $88.2M 0.02% +743K +176.5% $75.74 -1.6%
219 ASTS AST SPACEMOBILE INC Technology 991,806.0 $88.1M 0.02% +495K +99.8% $88.86 -19.9%
220 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 365,405.0 $88.1M 0.02% +19K +5.6% $240.97 +3.1%
Page 11 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%