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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 37 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 353,772.0 $18.5M 0.00% +139K +64.5% $52.37 -13.9%
722 RDW REDWIRE CORPORATION Industrials 1,506,401.0 $18.4M 0.00% +238K +18.7% $12.23 -1.7%
723 CRCL CIRCLE INTERNET GROUP INC Financial Services 292,546.0 $18.3M 0.00% +74K +34.1% $62.63 +40.5%
724 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 681,071.0 $18.3M 0.00% +39K +6.1% $26.85 -5.1%
725 INGR INGREDION INC Consumer Defensive 192,238.0 $18.2M 0.00% +28K +17.4% $94.71 +12.8%
726 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 62,431.0 $18.2M 0.00% +10K +19.8% $291.17 -10.1%
727 ATKR ATKORE INC Industrials 238,992.0 $18.2M 0.00% +45K +23.2% $76.04 +23.1%
728 WHD CACTUS INC Energy 354,662.0 $18.2M 0.00% +110K +45.1% $51.23 +35.5%
729 ANDE ANDERSONS INC Consumer Defensive 264,664.0 $18.1M 0.00% +95K +56.0% $68.40 -0.5%
730 AOS SMITH A O Industrials 288,309.0 $18.1M 0.00% +2K +0.8% $62.72 +0.6%
731 NEPTUNE INS HLDGS INC 573,005.0 $18.0M 0.00% +140K +32.4% $31.50
732 FCF FIRST COMWLTH FINL CORP PA Financial Services 885,472.0 $18.0M 0.00% +458K +107.0% $20.33 +3.7%
733 LNTH LANTHEUS HLDGS INC Healthcare 162,208.0 $18.0M 0.00% +16K +10.7% $110.94 -9.9%
734 AMC ENTMT HLDGS INC 9,449,571.0 $18.0M 0.00% +7.8M +486.6% $1.90
735 OCFC OCEANFIRST FINL CORP Financial Services 913,179.0 $17.8M 0.00% +291K +46.7% $19.53 -2.4%
736 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 2,857,580.0 $17.8M 0.00% +2.6M +1141.6% $6.24 +38.5%
737 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 436,306.0 $17.8M 0.00% +83K +23.5% $40.84 +10.5%
738 RAMACO RES INC 23,925,000.0 $17.8M 0.00% +16.8M +236.2% $0.74
739 HTH HILLTOP HLDGS INC Financial Services 452,391.0 $17.5M 0.00% +27K +6.4% $38.78 -0.3%
740 PGNY PROGYNY INC Healthcare 606,955.0 $17.5M 0.00% +19K +3.3% $28.83 -11.0%
Page 37 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%