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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 6 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSA PUBLIC STORAGE OPER CO Real Estate 820,697.0 $222.3M 0.06% -51K -5.8% $270.88 +9.2%
102 FLEX FLEXTRONICS INTL LTD Technology 3,382,331.0 $221.4M 0.06% -621K -15.5% $65.46 +99.0%
103 EXC EXELON CORP Utilities 4,403,561.0 $215.9M 0.06% -132K -2.9% $49.02 -10.5%
104 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,053,803.0 $215.6M 0.06% -1.3M -12.7% $23.81 +38.3%
105 SLB SLB LIMITED Energy 4,144,259.0 $213.0M 0.06% -76K -1.8% $51.39 +10.9%
106 IRM IRON MTN INC DEL Real Estate 2,068,408.0 $211.3M 0.06% -60K -2.8% $102.14 +20.6%
107 KMI KINDER MORGAN INC DEL Energy 6,279,976.0 $210.6M 0.06% -1.9M -22.8% $33.53 +0.1%
108 VICI VICI PPTYS INC Real Estate 7,702,660.0 $210.4M 0.06% -743K -8.8% $27.32 +3.8%
109 KKR KKR & CO INC Financial Services 2,272,674.0 $210.2M 0.06% -4.1M -64.1% $92.50 +3.9%
110 HUBB HUBBELL INC Industrials 427,028.0 $209.6M 0.06% -213K -33.3% $490.74 -4.2%
111 EVRG EVERGY INC Utilities 2,503,270.0 $205.1M 0.06% -396K -13.7% $81.92 -0.6%
112 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 703,782.0 $204.4M 0.06% -141K -16.7% $290.49 +1.4%
113 ITW ILLINOIS TOOL WKS INC Industrials 762,273.0 $198.4M 0.05% -400K -34.4% $260.29 -4.0%
114 MAR MARRIOTT INTL INC NEW Consumer Cyclical 605,081.0 $197.9M 0.05% -40K -6.2% $327.07 +10.2%
115 EXR EXTRA SPACE STORAGE INC Real Estate 1,501,687.0 $196.9M 0.05% -183K -10.8% $131.13 +5.9%
116 NVR NVR INC Consumer Cyclical 29,352.0 $193.4M 0.05% -7K -19.5% $6589.83 -14.0%
117 CCI CROWN CASTLE INC Real Estate 2,344,733.0 $190.7M 0.05% -1.3M -36.4% $81.31 +8.7%
118 CAH CARDINAL HEALTH INC Healthcare 896,379.0 $189.4M 0.05% -48K -5.1% $211.31 -4.8%
119 NU NU HLDGS LTD Financial Services 12,724,249.0 $182.8M 0.05% -368K -2.8% $14.37 -15.6%
120 CL COLGATE PALMOLIVE CO Consumer Defensive 2,122,546.0 $180.9M 0.05% -181K -7.8% $85.23 +4.8%
Page 6 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%