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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 27 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 KGC KINROSS GOLD CORP Basic Materials 1,327,838.0 $31.4M 0.01% +45K +3.5% $23.67 +14.5%
522 KN KNOWLES CORP Technology 752,432.0 $31.2M 0.01% +254K +50.9% $41.48 -13.1%
523 NAT NORDIC AMERICAN TANKERS LIMI Industrials 5,624,780.0 $31.2M 0.01% +642K +12.9% $5.54 +25.1%
524 NWBI NORTHWEST BANCSHARES INC Financial Services 2,055,007.0 $31.2M 0.01% +1.7M +565.1% $15.16 +3.2%
525 UCTT ULTRA CLEAN HLDGS INC Technology 217,849.0 $31.1M 0.01% +124K +132.1% $142.59 -42.6%
526 EPR EPR PPTYS Real Estate 535,169.0 $31.0M 0.01% +50K +10.2% $58.01 +4.1%
527 FOXA FOX CORP Communication Services 589,579.0 $30.8M 0.01% +110K +23.0% $52.16 +32.3%
528 ANNALY CAPITAL 1,369,196.0 $30.6M 0.01% +33K +2.5% $22.36
529 SJM SMUCKER J M CO Consumer Defensive 270,590.0 $30.4M 0.01% +5K +1.8% $112.50 +5.3%
530 MUSA MURPHY USA INC Consumer Cyclical 56,068.0 $30.2M 0.01% +10K +22.9% $538.87 +6.5%
531 CAMT CAMTEK LTD Technology 191,329.0 $30.2M 0.01% +7K +3.7% $157.91 -1.3%
532 ARW ARROW ELECTRS INC Technology 141,084.0 $30.1M 0.01% +50K +54.2% $213.41 +0.0%
533 CGNX COGNEX CORP Technology 415,182.0 $30.1M 0.01% +86K +26.0% $72.42 -12.4%
534 BBB FOODS INC 715,199.0 $29.8M 0.01% +266K +59.4% $41.67
535 RIOT RIOT BLOCKCHAIN INC Financial Services 1,088,095.0 $29.8M 0.01% +195K +21.9% $27.38 -30.9%
536 ASB ASSOCIATED BANC CORP Financial Services 963,110.0 $29.6M 0.01% +25K +2.6% $30.77 +2.9%
537 HNGE HINGE HEALTH INC Healthcare 356,575.0 $29.6M 0.01% +339K +1924.3% $83.00 +6.3%
538 NYT NEW YORK TIMES CO Communication Services 422,387.0 $29.6M 0.01% +2K +0.5% $69.98 -7.0%
539 TW TRADEWEB MKTS INC Financial Services 296,516.0 $29.6M 0.01% +87K +41.8% $99.66 +5.8%
540 CLX CLOROX CO DEL Consumer Defensive 309,495.0 $29.5M 0.01% +9K +2.9% $95.44 +10.6%
Page 27 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%