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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $419.2B AUM 10,263 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 671 New 1862 Added 964 Reduced 160 Exited
Page 31 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AVTR AVANTOR INC Healthcare 1,220,064.0 $12.1M 0.00% -211K -14.8% $9.90 +34.6%
602 NFG NATIONAL FUEL GAS CO Energy 155,651.0 $12.0M 0.00% -2K -1.6% $77.21 +8.0%
603 MIDD MIDDLEBY CORP Industrials 69,276.0 $11.9M 0.00% -27K -28.0% $172.01 -33.7%
604 FNB F N B CORP Financial Services 623,088.0 $11.9M 0.00% -471K -43.0% $19.08 +0.7%
605 BEPC BROOKFIELD RENEWABLE CORP Utilities 319,443.0 $11.9M 0.00% -217K -40.5% $37.13 -9.7%
606 UEC URANIUM ENERGY CORP Energy 1,105,386.0 $11.8M 0.00% -299K -21.3% $10.66 +2.8%
607 APPF APPFOLIO INC Technology 73,301.0 $11.8M 0.00% -4K -5.0% $160.35 +27.2%
608 MC MOELIS & CO Financial Services 179,466.0 $11.7M 0.00% -21K -10.5% $65.42 +1.8%
609 FUTU FUTU HLDGS LTD Financial Services 124,981.0 $11.7M 0.00% -18K -12.8% $93.74 +15.8%
610 ADNT ADIENT PLC Consumer Cyclical 635,245.0 $11.7M 0.00% -426K -40.2% $18.38 +6.0%
611 DNTH DIANTHUS THERAPEUTICS INC Healthcare 119,460.0 $11.6M 0.00% -98K -45.1% $97.48 +18.5%
612 FG F&G ANNUITIES & LIFE INC Financial Services 430,520.0 $11.4M 0.00% -135K -23.9% $26.59 -3.9%
613 RIG TRANSOCEAN LTD Energy 2,329,295.0 $11.4M 0.00% -2.1M -48.0% $4.89 +19.0%
614 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 147,402.0 $11.3M 0.00% -38K -20.5% $76.88 -0.9%
615 ALHC ALIGNMENT HEALTHCARE INC Healthcare 471,595.0 $11.2M 0.00% -1.1M -70.2% $23.81 -44.4%
616 META FINANCIAL GROUP INC 128,568.0 $11.2M 0.00% -58K -31.2% $87.06
617 AM ANTERO MIDSTREAM CORP Energy 490,706.0 $11.2M 0.00% -14K -2.8% $22.75 -0.3%
618 QNST QUINSTREET INC Communication Services 759,053.0 $11.1M 0.00% -177K -18.9% $14.65 +41.7%
619 BKE BUCKLE INC Consumer Cyclical 262,491.0 $11.1M 0.00% -28K -9.8% $42.20 +2.2%
620 CHWY CHEWY INC Consumer Cyclical 561,706.0 $11.0M 0.00% -397K -41.4% $19.65 +17.3%
Page 31 of 49  ·  964 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 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%