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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 44 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 25,443.0 $2.0M 0.00% -348.0 -1.4% $79.33 -5.6%
862 FLNC FLUENCE ENERGY INC Utilities 146,469.0 $2.0M 0.00% -25K -14.4% $13.76 +50.9%
863 EGY VAALCO ENERGY INC Energy 315,298.0 $2.0M 0.00% -21K -6.3% $6.34 -5.7%
864 OFIX ORTHOFIX MED INC Healthcare 173,734.0 $2.0M 0.00% -158K -47.7% $11.47 +4.7%
865 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 120,872.0 $2.0M 0.00% -165K -57.7% $16.45 +10.3%
866 CERT CERTARA INC Healthcare 347,140.0 $2.0M 0.00% -453K -56.6% $5.70 -20.0%
867 ESQ ESQUIRE FINL HLDGS INC Financial Services 18,267.0 $2.0M 0.00% -256.0 -1.4% $107.50 -1.9%
868 RGR STURM RUGER & CO INC Industrials 48,398.0 $1.9M 0.00% -1K -2.5% $40.09 -1.5%
869 TRST TRUSTCO BK CORP N Y Financial Services 43,300.0 $1.9M 0.00% -2K -4.3% $43.78 +10.5%
870 CBNK CAPITAL BANCORP INC MD Financial Services 63,648.0 $1.9M 0.00% -3K -5.0% $29.74 +3.2%
871 AESI ATLAS ENERGY SOLUTIONS INC Energy 142,416.0 $1.9M 0.00% -6K -4.4% $13.12 +48.2%
872 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 333,781.0 $1.9M 0.00% -5K -1.4% $5.58 +67.4%
873 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 147,686.0 $1.9M 0.00% -5K -3.5% $12.61 +3.1%
874 VSTS VESTIS CORPORATION Industrials 234,258.0 $1.8M -30K -11.5% $7.86 +55.9%
875 CNXC CONCENTRIX CORP Technology 66,325.0 $1.8M -165K -71.4% $27.36 -12.5%
876 RVLV REVOLVE GROUP INC Consumer Cyclical 79,485.0 $1.8M -296K -78.8% $22.61 -17.7%
877 PUK PRUDENTIAL PLC Financial Services 63,052.0 $1.8M -2K -3.1% $28.43 +7.6%
878 PENG PENGUIN SOLUTIONS INC Technology 100,733.0 $1.8M -3K -2.6% $17.60 +166.0%
879 HBNC HORIZON BANCORP IND Financial Services 106,179.0 $1.8M -115K -52.0% $16.57 +6.2%
880 INFINITY NAT RES INC 97,544.0 $1.7M -85K -46.4% $17.61
Page 44 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%