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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 29 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 NBHC NATIONAL BK HLDGS CORP Financial Services 639,220.0 $25.0M 0.01% +11K +1.7% $39.16 +6.4%
562 SOLV SOLVENTUM CORP Healthcare 382,092.0 $25.0M 0.01% +67K +21.2% $65.30 +16.0%
563 BLD TOPBUILD COR Industrials 70,785.0 $24.9M 0.01% +7K +11.5% $351.30 +16.3%
564 TW TRADEWEB MKTS INC Financial Services 209,095.0 $24.6M 0.01% +34K +19.2% $117.66 -8.6%
565 AGIO AGIOS PHARMACEUTICALS INC Healthcare 722,348.0 $24.4M 0.01% +424K +142.5% $33.83 -14.9%
566 MKTX MARKETAXESS HLDGS INC Financial Services 148,081.0 $24.4M 0.01% +14K +10.1% $164.98 -15.7%
567 UHS UNIVERSAL HLTH SVCS INC Healthcare 135,993.0 $24.3M 0.01% +7K +5.6% $178.97 -8.7%
568 EPR EPR PPTYS Real Estate 485,575.0 $24.3M 0.01% +128K +35.8% $49.96 +16.6%
569 DOX AMDOCS LTD Technology 369,488.0 $24.1M 0.01% +11K +3.0% $65.26 -5.0%
570 CNH INDL N V 2,190,886.0 $24.1M 0.01% +349K +18.9% $11.00
571 LW LAMB WESTON HLDGS INC Consumer Defensive 569,443.0 $24.1M 0.01% +127K +28.6% $42.26 -1.6%
572 FLR FLUOR CORP Industrials 515,766.0 $24.1M 0.01% +167K +47.7% $46.65 -7.0%
573 VB VANGUARD INDEX FDS 91,205.0 $23.9M 0.01% +10K +12.5% $261.92 +8.2%
574 VTWO VANGUARD SCOTTSDALE FDS 238,272.0 $23.9M 0.01% +23K +10.5% $100.17 +12.5%
575 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 12,647.0 $23.8M 0.01% +192.0 +1.5% $1884.66 +4.3%
576 ESI ELEMENT SOLUTIONS INC Basic Materials 693,889.0 $23.7M 0.01% +26K +3.9% $34.14 +18.9%
577 CAG CONAGRA BRANDS INC Consumer Defensive 1,505,787.0 $23.7M 0.01% +401K +36.4% $15.72 -12.0%
578 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,265,755.0 $23.7M 0.01% +46K +3.8% $18.70 -13.4%
579 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 177,769.0 $23.7M 0.01% +92K +108.5% $133.11 -15.2%
580 ANNX ANNEXON INC Healthcare 4,246,330.0 $23.5M 0.01% +1.3M +45.7% $5.54 -9.3%
Page 29 of 83  ·  1,641 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%