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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 35 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MGA MAGNA INTL INC Consumer Cyclical 312,206.0 $20.5M 0.01% +28K +9.8% $65.73 +11.1%
682 HTO H2O AMERICA Utilities 337,662.0 $20.5M 0.01% +106K +45.5% $60.77 +4.5%
683 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 234,440.0 $20.4M 0.01% +13K +5.9% $87.22 +10.5%
684 NVST ENVISTA HLDGS CORP Healthcare 770,642.0 $20.3M 0.01% +191K +33.0% $26.35 +3.2%
685 VIR VIR BIOTECHNOLOGY INC Healthcare 1,982,942.0 $20.2M 0.01% +964K +94.6% $10.19 -4.0%
686 ONON ON HLDG AG Consumer Cyclical 570,374.0 $20.2M 0.01% +106K +22.7% $35.42 -15.2%
687 STEP STEPSTONE GROUP INC Financial Services 488,219.0 $20.2M 0.01% +189K +63.0% $41.36 +20.9%
688 INSTALLED BLDG PRODS INC 87,854.0 $20.2M 0.01% +34K +64.1% $229.84
689 AUR AURORA INNOVATION INC Technology 2,949,919.0 $20.1M 0.01% +699K +31.1% $6.82 -8.5%
690 IRT INDEPENDENCE REALTY TRUST Real Estate 1,204,515.0 $20.1M 0.01% +628K +109.0% $16.69 -0.6%
691 UNF UNIFIRST CORP MASS Industrials 75,947.0 $20.1M 0.01% +47K +158.2% $264.46 +9.8%
692 NRIX NURIX THERAPEUTICS INC Healthcare 825,833.0 $20.0M 0.01% +13K +1.6% $24.26 +10.1%
693 MATX MATSON INC Industrials 104,066.0 $20.0M 0.01% +10K +10.1% $192.23 +15.9%
694 ABSI ABSCI CORPORATION Healthcare 1,723,979.0 $20.0M 0.01% +1.4M +403.1% $11.59 -17.6%
695 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 166,670.0 $19.8M 0.01% +107K +178.3% $118.53 -25.1%
696 MSM MSC INDL DIRECT INC Industrials 166,064.0 $19.8M 0.01% +81K +95.9% $118.95 +0.7%
697 GATX GATX CORP Industrials 110,800.0 $19.6M 0.01% +4K +3.9% $177.19 -0.1%
698 SIRIUSPOINT LTD 814,353.0 $19.5M 0.01% +126K +18.4% $24.00
699 MITK MITEK SYS INC Technology 966,513.0 $19.5M 0.01% +333K +52.5% $20.13 -7.8%
700 PAYO PAYONEER GLOBAL INC Technology 2,713,369.0 $19.3M 0.01% +501K +22.7% $7.12 -0.1%
Page 35 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%