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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 67 of 163  ·  3,250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 EFA ISHARES TR 154,038.0 $14.8M 0.00% NEW $96.03 +8.7%
1322 ARLO ARLO TECHNOLOGIES INC Industrials 1,054,143.0 $14.7M 0.00% NEW $13.99 -7.2%
1323 LPX LOUISIANA PAC CORP Basic Materials 182,422.0 $14.7M 0.00% NEW $80.76 -1.8%
1324 PRAXIS PRECISION MEDICINES I 49,970.0 $14.7M 0.00% NEW $294.74
1325 INSP INSPIRE MED SYS INC Healthcare 159,421.0 $14.7M 0.00% NEW $92.23 -49.1%
1326 MC MOELIS & CO Financial Services 213,598.0 $14.7M 0.00% NEW $68.74 -0.3%
1327 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 402,337.0 $14.7M 0.00% NEW $36.49 +29.1%
1328 CHE CHEMED CORP NEW Healthcare 34,292.0 $14.7M 0.00% NEW $427.86 +14.4%
1329 TEM TEMPUS AI INC Healthcare 248,223.0 $14.7M 0.00% NEW $59.05 +2.1%
1330 ITRI ITRON INC Technology 157,820.0 $14.7M 0.00% NEW $92.86 -8.3%
1331 ANNX ANNEXON INC Healthcare 2,915,324.0 $14.6M 0.00% NEW $5.02 +8.8%
1332 BBB FOODS INC 438,050.0 $14.6M 0.00% NEW $33.39
1333 NOV NOV INC Energy 935,388.0 $14.6M 0.00% NEW $15.63 +15.3%
1334 SIRIUSPOINT LTD 667,688.0 $14.6M 0.00% NEW $21.89
1335 MAREX GROUP PLC 381,008.0 $14.6M 0.00% NEW $38.36
1336 CIFR CIPHER MINING INC Financial Services 990,011.0 $14.6M 0.00% NEW $14.76 +35.8%
1337 COMERICA INC 168,088.0 $14.6M 0.00% NEW $86.93
1338 STNE STONECO LTD Technology 987,927.0 $14.6M 0.00% NEW $14.79 -24.5%
1339 KW KENNEDY-WILSON HOLDINGS INC Real Estate 1,508,064.0 $14.6M 0.00% NEW $9.67 +12.9%
1340 LRN STRIDE INC Consumer Defensive 224,496.0 $14.6M 0.00% NEW $64.93 +39.3%
Page 67 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%