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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 33 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 3,631,866.0 $9.9M 0.00% -412K -10.2% $2.72 +2.4%
642 HE HAWAIIAN ELEC INDS INC MTN B Utilities 729,187.0 $9.9M 0.00% -419K -36.5% $13.53 -13.6%
643 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 314,079.0 $9.9M 0.00% -142K -31.1% $31.40 +10.5%
644 APEI AMERICAN PUB ED INC Consumer Defensive 181,881.0 $9.8M 0.00% -38K -17.2% $53.70 -15.9%
645 URBN URBAN OUTFITTERS INC Consumer Cyclical 136,636.0 $9.7M 0.00% -12K -8.1% $70.86 +7.2%
646 FAF FIRST AMERN FINL CORP Financial Services 140,820.0 $9.7M 0.00% -94K -40.1% $68.59 +6.5%
647 HCC WARRIOR MET COAL INC Energy 118,890.0 $9.6M 0.00% -4K -3.2% $81.16 +19.9%
648 ALRM ALARM COM HLDGS INC Technology 206,016.0 $9.6M 0.00% -145K -41.3% $46.72 +19.9%
649 THG HANOVER INS GROUP INC Financial Services 44,875.0 $9.6M 0.00% -49K -52.4% $214.12 +4.8%
650 Z ZILLOW GROUP INC Communication Services 301,759.0 $9.5M 0.00% -30K -9.0% $31.52 +10.6%
651 ADUS ADDUS HOMECARE CORP Healthcare 94,577.0 $9.5M 0.00% -126K -57.2% $100.47 +17.5%
652 STNE STONECO LTD Technology 876,164.0 $9.5M 0.00% -106K -10.8% $10.84 -15.8%
653 GDOT GREEN DOT CORP Financial Services 701,857.0 $9.5M 0.00% -6K -0.8% $13.51 +0.0%
654 AVAV AEROVIRONMENT INC Industrials 57,311.0 $9.5M 0.00% -31K -34.8% $165.07 +8.0%
655 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 220,791.0 $9.2M 0.00% -317K -58.9% $41.87 -9.7%
656 GTY GETTY RLTY CORP NEW Real Estate 276,041.0 $9.2M 0.00% -281K -50.5% $33.36 -2.0%
657 TRN TRINITY INDS INC Industrials 264,863.0 $9.2M 0.00% -169K -39.0% $34.58 -15.3%
658 BZ KANZHUN LIMITED Industrials 696,025.0 $9.0M 0.00% -29K -4.0% $12.87 +21.6%
659 LNC LINCOLN NATL CORP IND Financial Services 252,980.0 $8.9M 0.00% -88K -25.9% $35.35 +28.1%
660 ACT ENACT HLDGS INC Financial Services 194,640.0 $8.9M 0.00% -206K -51.5% $45.71 +9.5%
Page 33 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%