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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 19 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 4,271,276.0 $48.9M 0.01% +3.1M +271.4% $11.45 -3.7%
362 Brookfield Asset Management Ltd 1,089,912.0 $48.9M 0.01% +47K +4.5% $44.85
363 AAL AMERICAN AIRLINES GROUP INC Industrials 2,704,410.0 $48.9M 0.01% +669K +32.9% $18.07 -21.7%
364 LECO LINCOLN ELEC HLDGS INC Industrials 182,200.0 $48.4M 0.01% +15K +9.3% $265.51 +5.4%
365 TSCO TRACTOR SUPPLY CO Consumer Cyclical 1,526,920.0 $48.3M 0.01% +182K +13.6% $31.61 +12.4%
366 SKY CHAMPION HOMES INC Consumer Cyclical 547,279.0 $48.2M 0.01% +6K +1.2% $88.12 +4.5%
367 BAP CREDICORP LTD Financial Services 123,694.0 $48.2M 0.01% +7K +5.9% $389.58 -5.8%
368 CNO CNO FINANCIAL GROUP Financial Services 942,548.0 $48.1M 0.01% +284K +43.1% $50.98 +7.5%
369 HRI HERC HLDGS INC Industrials 334,157.0 $47.9M 0.01% +62K +22.6% $143.34 +15.9%
370 VICR VICOR CORP Technology 125,882.0 $47.8M 0.01% +15K +13.8% $379.78 -38.0%
371 ZETA ZETA GLOBAL HOLDINGS CORP Technology 2,427,747.0 $47.8M 0.01% +513K +26.8% $19.68 +45.0%
372 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 570,920.0 $47.7M 0.01% +145K +34.0% $83.48 +9.6%
373 DOCU DOCUSIGN INC Technology 1,066,686.0 $47.4M 0.01% +706K +195.4% $44.42 +38.0%
374 CRBG Corebridge Financial Inc Financial Services 1,642,921.0 $47.0M 0.01% +47K +2.9% $28.63 +16.4%
375 LXP INDUSTRIAL TRUST 865,965.0 $46.7M 0.01% +76K +9.6% $53.88
376 JXN JACKSON FINANCIAL INC Financial Services 454,641.0 $46.6M 0.01% +22K +5.2% $102.39 +31.6%
377 SOLV SOLVENTUM CORP Healthcare 600,071.0 $46.3M 0.01% +218K +57.0% $77.15 +14.3%
378 FRME FIRST MERCHANTS CORP Financial Services 1,058,876.0 $46.3M 0.01% +16K +1.5% $43.69 -1.4%
379 PRIM PRIMORIS SVCS CORP Industrials 462,954.0 $45.9M 0.01% +189K +68.9% $99.12 -18.3%
380 NSIT INSIGHT ENTERPRISES INC Technology 376,542.0 $45.9M 0.01% +255K +209.9% $121.80 +21.3%
Page 19 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%