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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 21 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 GPN GLOBAL PMTS INC Industrials 598,857.0 $43.5M 0.01% +20K +3.5% $72.56 +24.5%
402 AVNT Avient Corp Basic Materials 1,167,224.0 $43.1M 0.01% +20K +1.8% $36.96 +17.6%
403 TXG 10X GENOMICS INC Healthcare 1,124,633.0 $43.1M 0.01% +499K +79.7% $38.34 +45.1%
404 ACADIAN ASSET MANAGEMENT INC 602,378.0 $43.1M 0.01% +14K +2.4% $71.52
405 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,111,416.0 $43.0M 0.01% +61K +5.8% $38.73 +49.2%
406 COKE COCA COLA CONS INC Consumer Defensive 224,941.0 $42.9M 0.01% +40K +21.4% $190.92 -1.2%
407 ASML ASML HLDG NV Technology 21,515.0 $42.8M 0.01% +20K +1978.7% $1989.36 -9.4%
408 OMCL OMNICELL COM Healthcare 1,028,896.0 $42.7M 0.01% +640K +164.7% $41.52 -13.4%
409 BBIO BRIDGEBIO PHARMA INC Healthcare 572,789.0 $42.7M 0.01% +10K +1.8% $74.48 +11.4%
410 BFLY BUTTERFLY NETWORK INC Healthcare 5,056,372.0 $42.6M 0.01% +1.3M +34.8% $8.42 +6.9%
411 NTNX NUTANIX INC Technology 834,585.0 $42.5M 0.01% +305K +57.7% $50.96 +29.2%
412 SKYW SKYWEST INC Industrials 428,164.0 $42.5M 0.01% +118K +38.1% $99.33 +3.8%
413 ADEA ADEIA INC Technology 1,275,499.0 $42.0M 0.01% +165K +14.8% $32.93 -14.9%
414 CAVA CAVA GROUP INC Consumer Cyclical 534,943.0 $42.0M 0.01% +115K +27.4% $78.48 -13.0%
415 ET ENERGY TRANSFER L P Energy 2,186,459.0 $41.8M 0.01% +314K +16.8% $19.12 +12.0%
416 BHE BENCHMARK ELECTRS INC Technology 421,233.0 $41.6M 0.01% +285K +208.3% $98.67 -22.3%
417 VNQ VANGUARD INDEX FDS 427,805.0 $41.3M 0.01% +15K +3.7% $96.43 +1.2%
418 MMSI MERIT MED SYS INC Healthcare 594,794.0 $41.2M 0.01% +49K +8.9% $69.34 +28.7%
419 KTB KONTOOR BRANDS INC Consumer Cyclical 493,735.0 $41.1M 0.01% +112K +29.3% $83.34 -1.2%
420 VIKING HOLDINGS LTD 392,409.0 $41.1M 0.01% +33K +9.3% $104.67
Page 21 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%