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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 39 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 KFY KORN FERRY Industrials 249,579.0 $16.6M 0.00% +11K +4.6% $66.58 +27.8%
762 SFNC Simmons First National Corp Class A Financial Services 733,265.0 $16.6M 0.00% +435K +145.8% $22.65 +1.6%
763 PAYC PAYCOM SOFTWARE INC Technology 131,524.0 $16.5M 0.00% +45K +52.2% $125.68 +82.3%
764 BY BYLINE BANCORP INC Financial Services 437,302.0 $16.5M 0.00% +12K +2.9% $37.66 +1.6%
765 FIRST HAWAIIAN INC 561,858.0 $16.5M 0.00% +142K +34.0% $29.30
766 BILL BILL HOLDINGS INC Technology 454,752.0 $16.4M 0.00% +204K +81.5% $36.16 +32.2%
767 BJRI BJS RESTAURANTS INC Consumer Cyclical 270,397.0 $16.4M 0.00% +229K +554.1% $60.73 +9.9%
768 CROX CROCS INC Consumer Cyclical 135,279.0 $16.3M 0.00% +774.0 +0.6% $120.64 +1.2%
769 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 123,966.0 $16.3M 0.00% +24K +23.9% $131.61 -4.2%
770 AGYS AGILYSYS INC Technology 155,955.0 $16.3M 0.00% +15K +10.4% $104.50 +8.9%
771 HAYW HAYWARD HLDGS INC Industrials 940,468.0 $16.3M 0.00% +211K +29.0% $17.31 -15.8%
772 SEIC SEI INVESTMENTS CO Financial Services 185,536.0 $16.3M 0.00% +10K +5.9% $87.71 +24.9%
773 CMP COMPASS MINERALS INTL INC Basic Materials 520,573.0 $16.2M 0.00% +231K +79.7% $31.13 -16.5%
774 OBNK ORIGIN BANCORP INC Financial Services 316,350.0 $16.2M 0.00% +3K +1.0% $51.15 -97.9%
775 SLM SLM CORP Financial Services 622,242.0 $16.1M 0.00% +143K +29.8% $25.94 +2.0%
776 SYRE SPYRE THERAPEUTICS INC Healthcare 181,105.0 $16.1M 0.00% +27K +17.7% $88.78 +19.9%
777 RGEN REPLIGEN CORP Healthcare 117,519.0 $16.0M 0.00% +13K +11.9% $136.44 +32.8%
778 TRNO TERRENO RLTY CORP Real Estate 246,283.0 $16.0M 0.00% +23K +10.2% $64.77 +5.2%
779 KYMR KYMERA THERAPEUTICS INC Healthcare 138,478.0 $15.9M 0.00% +10K +8.1% $114.67 +4.5%
780 IDT IDT CORP Communication Services 272,064.0 $15.8M 0.00% +51K +23.2% $58.16 +16.8%
Page 39 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%