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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 12 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SPY SPDR S&P 500 ETF TR Financial Services 117,030.0 $86.5M 0.02% +92K +369.0% $738.83 +4.0%
222 LSCC LATTICE SEMICONDUCTOR CORP Technology 555,465.0 $85.0M 0.02% +96K +21.0% $152.96 -17.4%
223 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,045,176.0 $84.8M 0.02% +11K +1.1% $81.16 -6.2%
224 NWSA NEWS CORP NEW Communication Services 3,335,594.0 $82.8M 0.02% +251K +8.1% $24.83 +17.2%
225 REGCO REGENCY CTRS CORP Real Estate 1,038,438.0 $82.8M 0.02% +69K +7.1% $79.74 -72.6%
226 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 638,051.0 $82.0M 0.02% +223K +53.8% $128.55 -3.2%
227 MAA MID AMER APT CMNTYS INC Real Estate 589,836.0 $82.0M 0.02% +180K +43.9% $138.94 -5.6%
228 WCN WASTE CONNECTIONS INC Industrials 486,281.0 $81.1M 0.02% +51K +11.7% $166.68 -1.0%
229 STE STERIS PLC Healthcare 382,600.0 $80.6M 0.02% +10K +2.8% $210.57 +10.5%
230 TPL TEXAS PACIFIC LAND CORPORATI Energy 183,339.0 $80.2M 0.02% +22K +13.6% $437.64 -17.6%
231 MTZ MASTEC INC Industrials 189,055.0 $78.7M 0.02% +28K +17.0% $416.06 -27.3%
232 CCEP COCA COLA EUROPEAN PARTNERS Consumer Defensive 784,581.0 $78.1M 0.02% +78K +11.1% $99.49 +6.1%
233 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 459,301.0 $77.4M 0.02% +16K +3.7% $168.54 -7.4%
234 IWD ISHARES TR 319,031.0 $77.3M 0.02% +149K +87.3% $242.43 +6.1%
235 ONB OLD NATIONAL BANCORP Financial Services 2,970,553.0 $76.9M 0.02% +1.0M +52.1% $25.90 +4.7%
236 BNS BANK N S HALIFAX Financial Services 878,257.0 $76.3M 0.02% +10K +1.2% $86.89 +5.0%
237 HDB HDFC BANK LTD Financial Services 2,946,545.0 $76.1M 0.02% +214K +7.8% $25.83 -11.0%
238 TROW PRICE T ROWE GROUP INC Financial Services 664,734.0 $75.6M 0.02% +43K +7.0% $113.69 -2.8%
239 EL ESTEE LAUDER COS INC CL-A CMN CLASS A Consumer Defensive 956,661.0 $75.5M 0.02% +201K +26.5% $78.95 +6.8%
240 VTI VANGUARD INDEX FDS 201,578.0 $74.6M 0.02% +18K +9.7% $370.04 +2.7%
Page 12 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%