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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 2 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PPL CORP 260,800.0 $13.4M 0.00% NEW $51.29
22 DFTX DEFINIUM THERAPEUTICS INC Healthcare 698,130.0 $13.2M 0.00% NEW $18.90 +13.0%
23 LIBERTY MEDIA CORP DEL 12,500,000.0 $13.0M 0.00% NEW $1.04
24 VSNT VERSANT MEDIA GROUP INC Industrials 292,106.0 $10.8M 0.00% NEW $37.02 +20.0%
25 LANTHEUS HLDGS INC 7,593,000.0 $9.1M 0.00% NEW $1.20
26 TRANSMEDICS GROUP INC 5,500,000.0 $7.1M 0.00% NEW $1.29
27 AFFIRM HLDGS INC 6,500,000.0 $6.1M 0.00% NEW $0.94
28 GLADSTONE CAP CORP 6,000,000.0 $5.6M 0.00% NEW $0.94
29 RAMACO RES INC 7,117,000.0 $5.4M 0.00% NEW $0.76
30 BNO UNITED STS BRENT OIL FD LP Financial Services 100,000.0 $5.2M 0.00% NEW $52.01 +10.9%
31 GUARDANT HEALTH INC 2,500,000.0 $4.2M 0.00% NEW $1.68
32 ASST STRIVE INC Communication Services 369,998.0 $3.7M 0.00% NEW $10.02 +67.6%
33 SUNC SUNOCOCORP LLC Energy 56,398.0 $3.5M 0.00% NEW $61.65 +14.0%
34 EQPT EQUIPMENTSHARE COM INC Industrials 162,830.0 $3.3M 0.00% NEW $20.37 +20.3%
35 BN BROOKFIELD CORP Financial Services 81,723.0 $3.3M 0.00% NEW $40.47 +12.5%
36 BROOKFIELD BUSINESS CORP 78,420.0 $2.5M 0.00% NEW $31.59
37 GLSI GREENWICH LIFESCIENCES INC Healthcare 88,717.0 $2.1M 0.00% NEW $24.02 +8.1%
38 ELA ENVELA CORP Consumer Cyclical 120,238.0 $2.0M 0.00% NEW $16.66 +43.6%
39 BTI BRITISH AMERN TOB PLC Consumer Defensive 27,399.0 $1.6M NEW $58.47 +11.3%
40 AMBQ AMBIQ MICRO INC Technology 35,721.0 $908K NEW $25.41 +177.7%
Page 2 of 4  ·  74 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%