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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 41 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 INVA INNOVIVA INC Healthcare 667,466.0 $15.2M 0.00% +47K +7.6% $22.71 -7.2%
802 FLY FIREFLY AEROSPACE INC Industrials 513,032.0 $15.1M 0.00% +413K +413.9% $29.40 -16.8%
803 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 247,707.0 $15.0M 0.00% +10K +4.4% $60.67 +27.0%
804 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 205,486.0 $15.0M 0.00% +14K +7.2% $72.98 +7.9%
805 ITRN ITURAN LOCATION AND CONTROL Technology 245,016.0 $14.9M 0.00% +7K +3.1% $61.01 -16.6%
806 MTH MERITAGE HOMES CORP Consumer Cyclical 178,002.0 $14.9M 0.00% +9K +5.0% $83.85 -14.5%
807 VPG VISHAY PRECISION GROUP INC Technology 99,434.0 $14.9M 0.00% +74K +293.9% $149.91 -55.6%
808 CBZ CBIZ INC Industrials 464,362.0 $14.9M 0.00% +316K +212.5% $32.08 +70.4%
809 NUVL NUVALENT INC Healthcare 120,199.0 $14.8M 0.00% +10K +9.4% $123.50 +0.4%
810 LGND LIGAND PHARMACEUTICALS INC Healthcare 46,647.0 $14.7M 0.00% +4K +9.3% $316.09 -9.4%
811 SNDR SCHNEIDER NATIONAL INC Industrials 402,629.0 $14.7M 0.00% +110K +37.8% $36.53 -1.9%
812 SG SWEETGREEN INC Consumer Cyclical 1,667,090.0 $14.7M 0.00% +1.4M +583.9% $8.81 -20.7%
813 LSTR LANDSTAR SYS INC Industrials 70,675.0 $14.6M 0.00% +17K +31.0% $206.81 -9.8%
814 FSBC FIVE STAR BANCORP Financial Services 298,272.0 $14.5M 0.00% +263K +748.7% $48.69 -7.3%
815 GLOBUS MED INC 183,475.0 $14.5M 0.00% +25K +16.0% $79.01
816 CYRX CRYOPORT INC Industrials 922,935.0 $14.5M 0.00% +822K +817.3% $15.70 +9.1%
817 CMPR CIMPRESS PLC Communication Services 142,404.0 $14.5M 0.00% +20K +16.0% $101.70 -13.8%
818 FLOTEK INDUSTRIES INC 612,926.0 $14.4M 0.00% +80K +15.0% $23.52
819 EXPO EXPONENT INC Industrials 244,021.0 $14.3M 0.00% +22K +10.1% $58.76 +19.5%
820 LGIH LGI HOMES INC Consumer Cyclical 224,203.0 $14.3M 0.00% +174K +348.5% $63.68 -8.7%
Page 41 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%