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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 59 of 163  ·  3,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 YETI YETI HLDGS INC Consumer Cyclical 437,563.0 $19.3M 0.01% NEW $44.17 +12.5%
1162 WLDN WILLDAN GROUP INC Industrials 185,077.0 $19.2M 0.01% NEW $103.66 -26.4%
1163 STEP STEPSTONE GROUP INC Financial Services 298,880.0 $19.2M 0.01% NEW $64.17 -35.9%
1164 NSA NATIONAL STORAGE AFFILIATES Real Estate 679,526.0 $19.2M 0.01% NEW $28.21 +63.2%
1165 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 288,578.0 $19.2M 0.01% NEW $66.39 +26.5%
1166 CAG CONAGRA BRANDS INC Consumer Defensive 1,104,317.0 $19.1M 0.01% NEW $17.31 -17.2%
1167 CWT CALIFORNIA WTR SVC GROUP Utilities 440,074.0 $19.1M 0.01% NEW $43.33 +15.9%
1168 SEAGATE HDD CAYMAN 5,675,000.0 $19.1M 0.01% NEW $3.36
1169 CLH CLEAN HARBORS INC Industrials 81,107.0 $19.0M 0.01% NEW $234.48 +24.2%
1170 DKS DICKS SPORTING GOODS INC Consumer Cyclical 95,953.0 $19.0M 0.01% NEW $197.97 +19.3%
1171 CROX CROCS INC Consumer Cyclical 221,684.0 $19.0M 0.01% NEW $85.52 +46.5%
1172 MYRG MYR GROUP INC DEL Industrials 86,761.0 $19.0M 0.01% NEW $218.50 +98.2%
1173 RRR RED ROCK RESORTS INC Consumer Cyclical 304,596.0 $18.9M 0.01% NEW $61.95 +5.9%
1174 TW TRADEWEB MKTS INC Financial Services 175,342.0 $18.9M 0.01% NEW $107.54 -4.4%
1175 R RYDER SYS INC Industrials 98,401.0 $18.8M 0.01% NEW $191.39 +36.2%
1176 BEACON FINANCIAL CORP. 714,103.0 $18.8M 0.01% NEW $26.37
1177 ESNT ESSENT GROUP LTD Financial Services 289,545.0 $18.8M 0.01% NEW $65.01 -0.2%
1178 BAX BAXTER INTL INC Healthcare 984,640.0 $18.8M 0.01% NEW $19.11 +18.5%
1179 HAE HAEMONETICS CORP MASS Healthcare 234,575.0 $18.8M 0.01% NEW $80.15 -6.3%
1180 IMAX IMAX CORP Communication Services 507,377.0 $18.8M 0.01% NEW $36.96 +7.9%
Page 59 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%