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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 30 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 BDC BELDEN INC Technology 225,319.0 $27.0M 0.01% +126K +128.0% $119.91 +7.1%
582 BLBD BLUE BIRD CORP Consumer Cyclical 337,116.0 $26.6M 0.01% +3K +0.9% $78.96 -20.8%
583 SAIA SAIA INC Industrials 63,012.0 $26.5M 0.01% +6K +9.9% $421.16 -14.7%
584 TRIPLE FLAG PRECIOUS METAL 880,620.0 $26.4M 0.01% +6K +0.7% $29.95
585 EVR EVERCORE INC Financial Services 77,054.0 $26.3M 0.01% +4K +5.0% $341.44 -12.6%
586 BLD TOPBUILD COR Industrials 74,195.0 $26.3M 0.01% +3K +4.8% $354.53 -0.0%
587 XHR XENIA HOTELS & RESORTS INC Real Estate 1,275,563.0 $26.0M 0.01% +467K +57.8% $20.36 -4.6%
588 BIOHAVEN LTD 1,744,334.0 $26.0M 0.01% +999K +133.9% $14.88
589 ORA ORMAT TECHNOLOGIES INC Utilities 238,227.0 $25.9M 0.01% +109K +84.8% $108.90 +1.3%
590 PNTG PENNANT GROUP INC Healthcare 699,830.0 $25.9M 0.01% +5K +0.7% $36.95 +5.9%
591 VCYT VERACYTE INC Healthcare 439,120.0 $25.8M 0.01% +201K +84.2% $58.73 -28.2%
592 BOX BOX INC Technology 970,140.0 $25.7M 0.01% +60K +6.7% $26.54 +24.8%
593 MAREX GROUP PLC 419,120.0 $25.5M 0.01% +38K +10.1% $60.95
594 NTCT NETSCOUT SYS INC Technology 584,926.0 $25.5M 0.01% +24K +4.2% $43.55 -11.9%
595 IVT INVENTRUST PPTYS CORP Real Estate 719,505.0 $25.5M 0.01% +5K +0.7% $35.40 -5.9%
596 MOH MOLINA HEALTHCARE INC Healthcare 111,092.0 $25.4M 0.01% +6K +5.6% $228.70 -12.0%
597 GGG GRACO INC Industrials 335,318.0 $25.4M 0.01% +12K +3.8% $75.61 +9.4%
598 WDFC WD 40 CO Basic Materials 103,823.0 $25.3M 0.01% +18K +20.5% $243.64 -8.4%
599 VSEC VSE CORP Industrials 110,695.0 $25.3M 0.01% +26K +31.3% $228.50 +0.8%
600 LQDA LIQUIDIA CORPORATION Healthcare 316,498.0 $25.2M 0.01% +164K +107.9% $79.73 -5.5%
Page 30 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%