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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 63 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 EQPT EQUIPMENTSHARE COM INC Industrials 226,799.0 $4.5M 0.00% +64K +39.3% $19.66 +0.1%
1242 CIGI COLLIERS INTL GROUP INC Real Estate 47,258.0 $4.4M 0.00% +16K +50.2% $93.81 +17.0%
1243 DISC MEDICINE INC 60,357.0 $4.4M 0.00% +9K +17.5% $73.14
1244 TFSL TFS FINL CORP Financial Services 248,974.0 $4.4M 0.00% +82K +49.4% $17.72 -2.3%
1245 XPRO EXPRO GROUP HOLDINGS NV Energy 298,118.0 $4.4M 0.00% +15K +5.3% $14.77 +28.4%
1246 CASS CASS INFORMATION SYS INC Industrials 85,787.0 $4.4M 0.00% +59K +222.9% $51.32 +10.5%
1247 SCHL SCHOLASTIC CORP Communication Services 95,617.0 $4.4M 0.00% +25K +36.0% $46.00 -11.6%
1248 FRO FRONTLINE PLC Energy 126,490.0 $4.4M 0.00% +17K +16.1% $34.72 +28.0%
1249 GHM GRAHAM CORP Industrials 35,471.0 $4.4M 0.00% +14K +67.8% $123.79 -15.3%
1250 SSTK SHUTTERSTOCK INC Communication Services 309,122.0 $4.3M 0.00% +228K +282.5% $13.95 -60.4%
1251 RAPP RAPPORT THERAPEUTICS INC Healthcare 103,361.0 $4.3M 0.00% +32K +44.5% $41.67 +17.8%
1252 SMMT SUMMIT THERAPEUTICS INC Healthcare 294,867.0 $4.3M 0.00% +51K +20.9% $14.57 -10.0%
1253 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 42,414.0 $4.3M 0.00% +522.0 +1.2% $101.26 +2.2%
1254 NNI NELNET INC Financial Services 32,203.0 $4.3M 0.00% +4K +13.9% $133.33 -5.4%
1255 KIDS ORTHOPEDIATRICS CORP Healthcare 222,869.0 $4.3M 0.00% +59K +35.9% $19.13 +38.5%
1256 TU TELUS CORPORATION Communication Services 400,871.0 $4.2M 0.00% +9K +2.4% $10.57 -5.1%
1257 TREE LENDINGTREE INC Financial Services 94,558.0 $4.2M 0.00% +1K +1.2% $44.29 -29.5%
1258 CAL CALERES INC Consumer Cyclical 336,457.0 $4.2M 0.00% +254K +308.5% $12.37 +11.1%
1259 SVC SERVICE PPTYS TR Real Estate 2,453,071.0 $4.2M 0.00% +2.0M +503.1% $1.69 +372.7%
1260 SAM BOSTON BEER INC Consumer Defensive 23,416.0 $4.1M 0.00% +5K +25.9% $177.03 +5.6%
Page 63 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%