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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 32 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 DCH AMERICAN AXLE & MFG Industrials 2,030,848.0 $11.0M 0.00% -1.4M -40.9% $5.42 +20.4%
622 GSAT GLOBALSTAR INC Communication Services 134,220.0 $10.9M 0.00% -28K -17.1% $81.29 +2.0%
623 TALO TALOS ENERGY INC Energy 840,786.0 $10.9M 0.00% -953K -53.1% $12.91 +27.1%
624 EXP EAGLE MATERIALS INC Basic Materials 48,227.0 $10.9M 0.00% -1K -2.7% $225.00 -10.4%
625 TREX TREX CO INC Industrials 215,947.0 $10.8M 0.00% -724K -77.0% $50.04 -4.2%
626 BCO BRINKS CO Industrials 114,325.0 $10.8M 0.00% -312K -73.2% $94.49 +17.3%
627 CELH CELSIUS HLDGS INC Consumer Defensive 368,636.0 $10.8M 0.00% -32K -8.1% $29.28 +1.7%
628 CAI CARIS LIFE SCIENCES INC Healthcare 604,416.0 $10.8M 0.00% -59K -8.9% $17.82 +18.9%
629 G GENPACT LIMITED Technology 390,755.0 $10.7M 0.00% -11K -2.8% $27.50 +26.8%
630 PLUS EPLUS INC Technology 126,385.0 $10.5M 0.00% -25K -16.3% $83.23 +3.9%
631 DOX AMDOCS LTD Technology 207,980.0 $10.5M 0.00% -162K -43.7% $50.54 +15.3%
632 STWD STARWOOD PPTY TR INC Real Estate 637,642.0 $10.4M 0.00% -124K -16.2% $16.38 -1.5%
633 HAE HAEMONETICS CORP Healthcare 139,139.0 $10.4M 0.00% -52K -27.1% $75.00 +39.3%
634 FBIN FORTUNE BRANDS HOME & SEC IN Industrials 188,593.0 $10.4M 0.00% -13K -6.6% $54.90 -16.6%
635 WKC WORLD FUEL SVCS CORP Energy 312,801.0 $10.3M 0.00% -47K -13.2% $32.94 +9.2%
636 MZTI MARZETTI COMPANY Consumer Defensive 88,846.0 $10.1M 0.00% -13K -12.5% $114.16 +2.3%
637 ESAB ESAB CORPORATION Industrials 102,643.0 $10.1M 0.00% -6K -5.6% $98.63 -18.5%
638 INVX INNOVEX INTERNATIONAL INC Energy 407,975.0 $10.1M 0.00% -25K -5.8% $24.80 +21.9%
639 HLNE HAMILTON LANE INC Financial Services 126,558.0 $10.0M 0.00% -38K -22.9% $78.83 +29.3%
640 ORRF ORRSTOWN FINL SVCS INC Financial Services 243,765.0 $10.0M 0.00% -94K -27.9% $40.83 +5.1%
Page 32 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%