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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 57 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 273,530.0 $6.1M 0.00% +223K +445.8% $22.34 +2.7%
1122 BHB BAR HBR BANKSHARES Financial Services 161,654.0 $6.1M 0.00% +46K +39.7% $37.76 +3.9%
1123 MBC MASTERBRAND INC Consumer Cyclical 592,048.0 $6.1M 0.00% +309K +109.2% $10.29 -10.9%
1124 PUBM PUBMATIC INC Technology 464,187.0 $6.1M 0.00% +381K +459.7% $13.12 +25.0%
1125 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 69,886.0 $6.1M 0.00% +4K +6.5% $87.10 -12.6%
1126 HUN HUNTSMAN CORP Basic Materials 569,315.0 $6.0M 0.00% +354K +164.6% $10.62 -5.1%
1127 EEFT EURONET WORLDWIDE INC Technology 82,000.0 $6.0M 0.00% +3K +3.6% $73.19 -5.5%
1128 SHLS SHOALS TECHNOLOGIES Energy 605,555.0 $6.0M 0.00% +16K +2.7% $9.90 -26.2%
1129 LXFR LUXFER HLDGS PLC Industrials 331,676.0 $6.0M 0.00% +69K +26.2% $18.04 -5.1%
1130 NAVI NAVIENT CORPORATION Financial Services 702,708.0 $6.0M 0.00% +512K +268.6% $8.51 +8.4%
1131 OI O-I GLASS INC Consumer Cyclical 619,944.0 $6.0M 0.00% +289K +87.2% $9.63 -34.7%
1132 PPC PILGRIMS PRIDE CORP Consumer Defensive 211,591.0 $5.9M 0.00% +118K +127.2% $28.11 +10.9%
1133 FSV FIRSTSERVICE CORP NEW Real Estate 41,840.0 $5.9M 0.00% +13K +46.1% $142.14 +1.0%
1134 AMLX AMYLYX PHARMACEUTICALS INC Healthcare 330,521.0 $5.9M 0.00% +66K +24.8% $17.96 +122.1%
1135 SONY SONY CORP Technology 294,879.0 $5.9M 0.00% +267K +970.2% $20.06 +17.6%
1136 UAMY UNITED STATES ANTIMONY CORP Basic Materials 813,910.0 $5.9M 0.00% +479K +142.7% $7.26 -28.0%
1137 ASGN ASGN INC Technology 330,562.0 $5.9M 0.00% +230K +227.4% $17.87 +17.3%
1138 ICICI BANK LIMITED 202,409.0 $5.9M 0.00% +169K +503.9% $29.03
1139 RAMP LIVERAMP HLDGS INC Technology 153,989.0 $5.8M 0.00% +19K +14.2% $37.64 +0.0%
1140 NSA NATIONAL STORAGE AFFILIATES Real Estate 130,310.0 $5.8M 0.00% +17K +14.6% $44.47 -2.4%
Page 57 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 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%