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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 74 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 MCFT MASTERCRAFT BOAT HLDGS INC Consumer Cyclical 33,775.0 $693K +237.0 +0.7% $20.51 +10.5%
1462 GENC GENCOR INDS INC Industrials 45,865.0 $688K +459.0 +1.0% $15.00 -2.4%
1463 AII AMERICAN INTEGRITY INS GROUP Financial Services 35,564.0 $686K +25K +249.9% $19.28 -14.1%
1464 PUBM PUBMATIC INC Technology 82,933.0 $678K +555.0 +0.7% $8.18 +21.4%
1465 ASLE AERSALE CORPORATION Industrials 108,884.0 $677K +35K +46.5% $6.22 -1.7%
1466 MBI MBIA INC Financial Services 113,477.0 $671K +917.0 +0.8% $5.91 +0.7%
1467 OLPX OLAPLEX HLDGS INC Consumer Cyclical 329,041.0 $668K +2K +0.5% $2.03 +0.0%
1468 WTBA WEST BANCORPORATION INC Financial Services 27,802.0 $661K +144.0 +0.5% $23.79 -2.1%
1469 NC NACCO INDS INC Energy 12,668.0 $658K +113.0 +0.9% $51.97 -6.0%
1470 CZNC CITIZENS & NORTHN CORP Financial Services 29,464.0 $658K +5K +18.1% $22.34 -8.1%
1471 GRPN GROUPON INC Communication Services 55,276.0 $658K +342.0 +0.6% $11.90 +43.6%
1472 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 230,147.0 $651K +1K +0.6% $2.83 +46.1%
1473 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 31,877.0 $635K +8K +35.9% $19.93 +0.8%
1474 ACCO ACCO BRANDS CORP Industrials 209,666.0 $629K +2K +0.8% $3.00 +27.5%
1475 CLFD CLEARFIELD INC Technology 23,566.0 $624K +128.0 +0.6% $26.47 +59.1%
1476 TH TARGET HOSPITALITY CORP Industrials 66,831.0 $620K +409.0 +0.6% $9.28 +97.4%
1477 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 54,947.0 $620K +28K +104.6% $11.28 +0.2%
1478 MASS 908 DEVICES INC Healthcare 101,074.0 $619K +1K +1.1% $6.12 +10.0%
1479 STRATA CRITICAL MEDICAL INC 146,954.0 $614K +962.0 +0.7% $4.18
1480 LAB STANDARD BIOTOOLS INC Healthcare 661,204.0 $608K +4K +0.6% $0.92 +9.0%
Page 74 of 83  ·  1,641 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%