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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 36 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 WGO WINNEBAGO INDS INC Consumer Cyclical 222,992.0 $7.0M 0.00% -89K -28.4% $31.24 +1.2%
702 MMS MAXIMUS INC Industrials 129,446.0 $7.0M 0.00% -210K -61.8% $53.76 +4.6%
703 PHR PHREESIA INC Healthcare 675,234.0 $6.9M 0.00% -333K -33.0% $10.29 +11.8%
704 UNIT UNITI GROUP LLC Real Estate 603,757.0 $6.9M 0.00% -32K -5.1% $11.47 -13.9%
705 LEU CENTRUS ENERGY CORP Energy 41,192.0 $6.9M 0.00% -6K -11.9% $167.87 +5.6%
706 ALMS ALUMIS INC Healthcare 243,872.0 $6.9M 0.00% -75K -23.6% $28.14 -12.0%
707 IAG IAMGOLD CORP Basic Materials 423,007.0 $6.7M 0.00% -10K -2.4% $15.87 +16.2%
708 HWKN HAWKINS INC Basic Materials 47,190.0 $6.7M 0.00% -15K -23.8% $142.10 -10.0%
709 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 503,071.0 $6.7M 0.00% -59K -10.4% $13.30 +9.7%
710 PATK PATRICK INDS INC Consumer Cyclical 74,274.0 $6.7M 0.00% -238K -76.2% $89.78 -5.1%
711 CNNE CANNAE HLDGS INC Consumer Cyclical 462,082.0 $6.7M 0.00% -55K -10.6% $14.40 +4.4%
712 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 183,259.0 $6.6M 0.00% -281K -60.5% $36.24 +3.9%
713 EPAM EPAM SYS INC Technology 82,942.0 $6.6M 0.00% -128K -60.6% $79.35 +27.7%
714 OPFI OPPFI INC Technology 641,376.0 $6.4M 0.00% -11K -1.7% $9.93 -27.7%
715 GRAL GRAIL INC Healthcare 91,761.0 $6.3M 0.00% -16K -15.0% $68.27 +1.1%
716 OR OR ROYALTIES INC. Basic Materials 197,865.0 $6.3M 0.00% -580K -74.6% $31.65 +3.1%
717 MLKN MILLER HERMAN INC Consumer Cyclical 305,224.0 $6.2M 0.00% -28K -8.3% $20.46 +15.2%
718 GPOR GULFPORT ENERGY CORP Energy 36,692.0 $6.2M 0.00% -11K -22.5% $169.70 -0.3%
719 SITE CTRS CORP 1,561,296.0 $6.2M 0.00% -320K -17.0% $3.97
720 SLS SELLAS LIFE SCIENCES GROUP I Healthcare 418,729.0 $6.2M 0.00% -252K -37.6% $14.76 -11.7%
Page 36 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%