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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $381.9B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3250 New
Page 22 of 163  ·  3,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BYD BOYD GAMING CORP Consumer Cyclical 1,080,331.0 $92.1M 0.02% NEW $85.24 +3.6%
422 MLM MARTIN MARIETTA MATLS INC Basic Materials 147,529.0 $91.9M 0.02% NEW $622.66 -5.9%
423 HUBS HUBSPOT INC Technology 228,079.0 $91.5M 0.02% NEW $401.30 -53.5%
424 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,589,422.0 $91.4M 0.02% NEW $57.49 +33.3%
425 TRP TC ENERGY CORP Energy 1,651,088.0 $91.0M 0.02% NEW $55.14 +19.7%
426 UMBF UMB FINL CORP Financial Services 790,745.0 $91.0M 0.02% NEW $115.04 +26.6%
427 OMC OMNICOM GROUP INC Communication Services 1,123,483.0 $90.7M 0.02% NEW $80.75 -5.7%
428 YUM YUM BRANDS INC Consumer Cyclical 599,095.0 $90.6M 0.02% NEW $151.28 +6.8%
429 NXT NEXTPOWER INC Technology 1,030,779.0 $89.8M 0.02% NEW $87.11 +34.5%
430 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 1,269,777.0 $89.6M 0.02% NEW $70.53 +7.8%
431 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,899,549.0 $89.4M 0.02% NEW $47.06 +14.0%
432 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 992,615.0 $89.3M 0.02% NEW $89.92 +25.2%
433 KDP KEURIG DR PEPPER INC Consumer Defensive 3,171,066.0 $88.8M 0.02% NEW $28.01 +19.6%
434 HIG HARTFORD INSURANCE GROUP INC Financial Services 642,754.0 $88.6M 0.02% NEW $137.80 -2.8%
435 GNW GENWORTH FINL INC Financial Services 9,781,111.0 $88.3M 0.02% NEW $9.03 +6.4%
436 NHYM NUSHARES ETF TR 3,556,180.0 $88.2M 0.02% NEW $24.80 +1.4%
437 AER AERCAP HOLDINGS NV Industrials 613,314.0 $88.2M 0.02% NEW $143.76 -1.3%
438 EQH EQUITABLE HLDGS INC Financial Services 1,849,984.0 $88.2M 0.02% NEW $47.65 -7.6%
439 ADC AGREE RLTY CORP Real Estate 1,220,295.0 $87.9M 0.02% NEW $72.03 +5.9%
440 SANM SANMINA CORPORATION Technology 580,931.0 $87.2M 0.02% NEW $150.07 +64.3%
Page 22 of 163  ·  3,250 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 34.5%
Financial Services 12.2%
Consumer Cyclical 10.8%
Healthcare 9.6%
Communication Services 9.4%
Industrials 8.8%
Consumer Defensive 4.1%
Real Estate 3.2%
Energy 2.8%
Utilities 2.7%