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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 70 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 WEST WESTROCK COFFEE CO Consumer Defensive 368,272.0 $3.0M 0.00% +112K +43.7% $8.11 +3.7%
1382 TMP TOMPKINS FINL CORP Financial Services 31,524.0 $3.0M 0.00% +993.0 +3.2% $94.52 +5.3%
1383 NBN NORTHEAST BK LEWISTON ME Financial Services 22,426.0 $3.0M 0.00% +3K +17.7% $132.53 +0.5%
1384 HROW HARROW INC Healthcare 69,801.0 $3.0M 0.00% +4K +6.6% $42.47 -4.0%
1385 ORC ORCHID IS CAP INC Real Estate 424,683.0 $3.0M 0.00% +163K +62.0% $6.97 -3.0%
1386 CNMD CONMED CORP Healthcare 89,784.0 $2.9M 0.00% +24K +36.4% $32.73 +58.2%
1387 SLVM SYLVAMO CORP Basic Materials 77,478.0 $2.9M 0.00% +6K +7.8% $37.80 -0.7%
1388 CERT CERTARA INC Healthcare 444,815.0 $2.9M 0.00% +98K +28.1% $6.55 +24.6%
1389 HZO MARINEMAX INC Consumer Cyclical 79,528.0 $2.9M 0.00% +18K +29.9% $36.62 +42.6%
1390 OXM OXFORD INDS INC Consumer Cyclical 83,056.0 $2.9M 0.00% +34K +69.3% $34.87 +3.4%
1391 BCAX BICARA THERAPEUTICS INC Healthcare 97,223.0 $2.9M 0.00% +53K +121.0% $29.69 -13.0%
1392 ASIX ADVANSIX INC Basic Materials 144,750.0 $2.9M 0.00% +90K +162.7% $19.88 -13.2%
1393 LIBERTY GLOBAL LTD 258,795.0 $2.8M 0.00% +20K +8.4% $11.00
1394 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 39,512.0 $2.8M 0.00% +18K +82.8% $71.86 +0.3%
1395 WFG WEST FRASER TIMBER CO LTD Basic Materials 41,883.0 $2.8M 0.00% +4K +10.4% $67.67 +2.6%
1396 EXK ENDEAVOUR SILVER CORP Basic Materials 340,912.0 $2.8M 0.00% +117K +52.2% $8.29 +27.5%
1397 PLSE PULSE BIOSCIENCES INC Healthcare 101,683.0 $2.8M 0.00% +56K +123.8% $27.73 +71.1%
1398 FISI FINANCIAL INSTITUTIONS INC Financial Services 71,468.0 $2.8M 0.00% +15K +25.7% $38.97 +6.3%
1399 GOGO GOGO INC Communication Services 897,608.0 $2.8M 0.00% +138K +18.2% $3.10 -16.0%
1400 FRMI FERMI INC Utilities 303,748.0 $2.8M 0.00% +228K +299.9% $9.16 -39.1%
Page 70 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%