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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 46 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 ALMONTY INDS INC 683,598.0 $11.3M 0.00% +548K +405.6% $16.55
902 SAP SAP SE Technology 72,689.0 $11.2M 0.00% +58K +408.2% $154.11 +41.9%
903 ITGR INTEGER HLDGS CORP Healthcare 119,577.0 $11.2M 0.00% +6K +5.7% $93.45 +34.0%
904 SHBI SHORE BANCSHARES INC Financial Services 483,359.0 $11.1M 0.00% +139K +40.2% $22.95 +1.7%
905 CRSP CRISPR THERAPEUTICS AG Healthcare 203,089.0 $11.1M 0.00% +12K +6.5% $54.54 +9.1%
906 VSTS VESTIS CORP Industrials 762,074.0 $11.1M 0.00% +528K +225.3% $14.52 -12.6%
907 CNK CINEMARK HLDGS INC Communication Services 344,087.0 $10.9M 0.00% +51K +17.4% $31.73 +15.3%
908 WSC WILLSCOT HLDGS CORP Industrials 378,301.0 $10.9M 0.00% +94K +33.2% $28.86 -23.3%
909 UUUU ENERGY FUELS INC Energy 750,978.0 $10.9M 0.00% +21K +2.9% $14.50 +4.4%
910 VRTS VIRTUS INVT PARTNERS INC Financial Services 75,847.0 $10.9M 0.00% +40K +114.5% $143.50 +16.4%
911 LZB LA Z BOY INC Consumer Cyclical 270,606.0 $10.9M 0.00% +20K +7.9% $40.12 -16.0%
912 DOCS DOXIMITY INC Healthcare 521,177.0 $10.8M 0.00% +5K +1.0% $20.74 +22.1%
913 CALM CAL MAINE FOODS INC Consumer Defensive 133,441.0 $10.8M 0.00% +21K +18.6% $80.56 +2.8%
914 WTI W & T OFFSHORE INC Energy 3,411,682.0 $10.7M 0.00% +3.2M +1230.2% $3.15 +24.4%
915 GTLB GITLAB INC Technology 351,897.0 $10.7M 0.00% +4K +1.1% $30.53 +36.5%
916 BC BRUNSWICK CORP Consumer Cyclical 127,242.0 $10.7M 0.00% +9K +8.0% $84.24 -4.0%
917 CHDN CHURCHILL DOWNS INC Consumer Cyclical 118,725.0 $10.6M 0.00% +15K +14.8% $89.64 +4.5%
918 VAL VALARIS LTD Energy 146,035.0 $10.6M 0.00% +14K +10.6% $72.60 +20.9%
919 VSNT VERSANT MEDIA GROUP INC Industrials 294,126.0 $10.6M 0.00% +2K +0.7% $36.01 +7.6%
920 MEC MAYVILLE ENGR CO INC Industrials 281,914.0 $10.6M 0.00% +234K +494.5% $37.46 -42.0%
Page 46 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%