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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 10 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GM GENERAL MTRS CO Consumer Cyclical 4,379,814.0 $326.3M 0.09% +882K +25.2% $74.50 +0.5%
182 VST VISTRA CORP Utilities 2,156,102.0 $324.1M 0.09% -517K -19.3% $150.33 -7.1%
183 CPRT COPART INC Industrials 9,712,769.0 $322.5M 0.09% +5.5M +132.1% $33.20 -2.7%
184 CDNS CADENCE DESIGN SYSTEM INC Technology 1,152,596.0 $320.3M 0.09% +42K +3.8% $277.87 +24.5%
185 ES EVERSOURCE ENERGY Utilities 4,614,909.0 $319.7M 0.09% +169K +3.8% $69.28 -3.0%
186 CARR CARRIER GLOBAL CORPORATION Industrials 5,640,617.0 $317.6M 0.09% -438K -7.2% $56.31 +14.6%
187 NVT NVENT ELEC PLC Industrials 2,671,139.0 $315.9M 0.09% -556K -17.2% $118.28 +42.9%
188 CME CME GROUP INC Financial Services 1,061,557.0 $313.5M 0.09% +115K +12.2% $295.35 +3.3%
189 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,848,086.0 $313.2M 0.09% -578K -10.7% $64.61 +45.3%
190 PSX PHILLIPS 66 Energy 1,705,721.0 $310.7M 0.08% +360K +26.7% $182.18 -3.3%
191 ALL ALLSTATE CORP Financial Services 1,494,296.0 $309.8M 0.08% -181K -10.8% $207.34 +4.8%
192 JCI JOHNSON CONTROLS INTERNATION Industrials 2,356,023.0 $308.5M 0.08% $130.95 +9.3%
193 MDT MEDTRONIC PLC Healthcare 3,490,168.0 $302.4M 0.08% +631K +22.1% $86.65 -12.1%
194 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 771,379.0 $302.2M 0.08% -9K -1.2% $391.76 +103.1%
195 GLW CORNING INC Technology 2,219,531.0 $301.8M 0.08% +56K +2.6% $135.97 +41.1%
196 EOG EOG RES INC Energy 2,082,124.0 $301.0M 0.08% -361K -14.8% $144.57 -3.0%
197 DD DUPONT DE NEMOURS INC Basic Materials 6,540,681.0 $299.6M 0.08% -4.1M -38.7% $45.80 +7.7%
198 INGERSOLL RAND INC 3,667,648.0 $293.9M 0.08% +749K +25.7% $80.12
199 SANDISK CORP 457,231.0 $290.5M 0.08% +32K +7.5% $635.34
200 MCO MOODYS CORP Financial Services 659,944.0 $287.9M 0.08% -50K -7.0% $436.25 -1.7%
Page 10 of 162  ·  3,224 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%