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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 32 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 IDYA IDEAYA BIOSCIENCES INC Healthcare 640,257.0 $23.9M 0.01% +192K +42.8% $37.27 +6.4%
622 SFBS SERVISFIRST BANCSHARES INC Financial Services 274,495.0 $23.8M 0.01% +33K +13.7% $86.75 -50.0%
623 COCO VITA COCO CO INC Consumer Defensive 358,730.0 $23.7M 0.01% +9K +2.6% $66.14 -4.2%
624 ORKA ORUKA THERAPEUTICS INC Healthcare 249,267.0 $23.7M 0.01% +162K +186.7% $95.17 +13.4%
625 M MACYS INC Consumer Cyclical 1,006,031.0 $23.7M 0.01% +27K +2.8% $23.55 -3.1%
626 DAN DANA INC Consumer Cyclical 866,574.0 $23.6M 0.01% +8K +0.9% $27.21 +16.6%
627 XP XP INC Financial Services 1,448,098.0 $23.5M 0.01% +23K +1.6% $16.26 +3.4%
628 ADT ADT INC Industrials 3,619,669.0 $23.5M 0.01% +614K +20.4% $6.50 +13.5%
629 KSS KOHLS CORP Consumer Cyclical 1,323,805.0 $23.5M 0.01% +960K +264.0% $17.72 -0.7%
630 S SENTINELONE INC Technology 1,380,544.0 $23.4M 0.01% +578K +72.0% $16.97 +24.9%
631 VCEL VERICEL CORP Healthcare 525,704.0 $23.4M 0.01% +424K +417.2% $44.49 -4.1%
632 SNDA SONIDA SENIOR LIVING INC Healthcare 571,641.0 $23.3M 0.01% +549K +2479.4% $40.80 -3.0%
633 KNTK KINETIK HOLDINGS INC Energy 481,120.0 $23.3M 0.01% +386K +406.2% $48.34 +12.7%
634 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,295,359.0 $23.2M 0.01% +616K +90.6% $17.92 -27.6%
635 IMVT IMMUNOVANT INC Healthcare 602,046.0 $23.2M 0.01% +361K +149.6% $38.53 +15.2%
636 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 693,959.0 $23.2M 0.01% +32K +4.8% $33.39 -22.6%
637 POWL POWELL INDS INC Industrials 80,737.0 $23.1M 0.01% +58K +262.6% $286.36 -31.0%
638 BCC BOISE CASCADE CO DEL Basic Materials 297,633.0 $23.1M 0.01% +16K +5.7% $77.63 +6.2%
639 CLH CLEAN HARBORS INC Industrials 77,092.0 $23.0M 0.01% +8K +11.8% $298.75 +5.8%
640 TCBI TEXAS CAP BANCSHARES INC Financial Services 222,425.0 $23.0M 0.01% +5K +2.2% $103.26 -4.8%
Page 32 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 37.9%
Financial Services 10.8%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.5%
Communication Services 6.4%
Consumer Defensive 4.3%
Energy 3.2%
Real Estate 3.1%
Utilities 2.8%