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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 40 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CENX CENTURY ALUM CO Basic Materials 341,970.0 $15.7M 0.00% +33K +10.7% $46.01 -4.5%
782 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 77,896.0 $15.7M 0.00% +34K +77.7% $201.08 +6.8%
783 DNLI DENALI THERAPEUTICS INC Healthcare 608,967.0 $15.7M 0.00% +313K +106.0% $25.72 -3.1%
784 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 553,631.0 $15.6M 0.00% +55K +10.9% $28.24 -5.5%
785 HWC HANCOCK HOLDING CO Financial Services 208,247.0 $15.6M 0.00% +21K +10.9% $74.72 +0.9%
786 AVPT AVEPOINT INC Technology 1,386,513.0 $15.5M 0.00% +63K +4.7% $11.21 +19.3%
787 MANH MANHATTAN ASSOCIATES INC Technology 111,543.0 $15.5M 0.00% +8K +7.6% $139.25 +54.1%
788 MARA MARA HOLDINGS INC Financial Services 1,116,089.0 $15.5M 0.00% +161K +16.9% $13.89 -18.9%
789 PNM RES INC 272,933.0 $15.5M 0.00% +48K +21.2% $56.78
790 PCTY PAYLOCITY HLDG CORP Technology 148,209.0 $15.5M 0.00% +23K +18.1% $104.53 +46.7%
791 QLYS QUALYS INC Technology 112,516.0 $15.5M 0.00% +17K +18.4% $137.49 +32.4%
792 KOS KOSMOS ENERGY LTD Energy 7,330,487.0 $15.5M 0.00% +4.0M +121.2% $2.11 +40.3%
793 AGI ALAMOS GOLD INC Basic Materials 510,249.0 $15.5M 0.00% +65K +14.6% $30.31 +24.9%
794 GLNG GOLAR LNG LTD Energy 310,247.0 $15.5M 0.00% +103K +49.4% $49.84 +4.3%
795 ACLS AXCELIS TECHNOLOGIES INC Technology 81,142.0 $15.4M 0.00% +10K +13.7% $189.45 -32.9%
796 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 523,938.0 $15.3M 0.00% +193K +58.5% $29.29 +21.1%
797 BROWN FORMAN CORP 575,622.0 $15.3M 0.00% +118K +25.9% $26.65
798 AGM FEDERAL AGRIC MTG CORP Financial Services 76,545.0 $15.3M 0.00% +46K +151.2% $199.27 +10.8%
799 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 440,467.0 $15.2M 0.00% +63K +16.7% $34.53 +22.4%
800 KEX KIRBY CORP Industrials 111,578.0 $15.2M 0.00% +9K +9.1% $135.97 +2.9%
Page 40 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%