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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 31 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 NG NOVAGOLD RESOURCES INC Basic Materials 1,096,303.0 $9.8M 0.00% -120K -9.8% $8.98 -11.0%
602 GEVO GEVO INC Basic Materials 3,603,607.0 $9.8M 0.00% -535K -12.9% $2.73 -38.6%
603 DEI DOUGLAS EMMETT INC Real Estate 1,035,733.0 $9.8M 0.00% -867K -45.6% $9.42 +20.9%
604 VNT VONTIER CORPORATION Technology 273,960.0 $9.7M 0.00% -256K -48.3% $35.47 -20.0%
605 BZ KANZHUN LIMITED Industrials 725,363.0 $9.7M 0.00% -14K -1.9% $13.39 +4.2%
606 AUPH AURINIA PHARMACEUTICALS INC Healthcare 653,424.0 $9.7M 0.00% -12K -1.8% $14.82 +6.4%
607 WGO WINNEBAGO INDS INC Consumer Cyclical 311,520.0 $9.7M 0.00% -98K -23.9% $30.99 -7.5%
608 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 29,830.0 $9.6M 0.00% -563.0 -1.9% $321.40 +10.5%
609 LPX LOUISIANA PAC CORP Basic Materials 131,027.0 $9.5M 0.00% -51K -28.2% $72.75 -5.1%
610 WRBY WARBY PARKER INC Healthcare 452,219.0 $9.5M 0.00% -72K -13.8% $21.07 +15.6%
611 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 353,273.0 $9.5M 0.00% -210K -37.2% $26.94 +21.9%
612 HWKN HAWKINS INC Basic Materials 61,911.0 $9.5M 0.00% -596.0 -0.9% $153.60 +0.6%
613 QRVO QORVO INC Technology 122,559.0 $9.5M 0.00% -12K -8.9% $77.40 +25.0%
614 IESC IES HOLDINGS INC Industrials 19,881.0 $9.5M 0.00% -4K -16.6% $476.47 +36.7%
615 URBN URBAN OUTFITTERS INC Consumer Cyclical 148,640.0 $9.4M 0.00% -50K -25.2% $63.35 +11.1%
616 LCII LCI INDS Consumer Cyclical 75,590.0 $9.3M 0.00% -2K -2.0% $122.98 -12.0%
617 INOD INNODATA INC Technology 240,541.0 $9.3M 0.00% -9K -3.5% $38.62 +140.1%
618 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 174,563.0 $9.2M 0.00% -15K -8.0% $52.75 -2.4%
619 AWR AMER STATES WTR CO Utilities 121,329.0 $9.2M 0.00% -6K -4.6% $75.62 -0.0%
620 TME TENCENT MUSIC ENTMT GROUP Communication Services 987,269.0 $9.2M 0.00% -3.0M -75.2% $9.28 -0.5%
Page 31 of 55  ·  1,084 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%