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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 104 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 TRANSMEDICS GROUP INC 4,902,000.0 $5.3M 0.00% -598K -10.9% $1.08
2062 TNC TENNANT CO Industrials 60,521.0 $5.3M 0.00% +12K +23.8% $87.54 -20.0%
2063 SMBK SMARTFINANCIAL INC Financial Services 112,734.0 $5.3M 0.00% +16K +16.3% $46.92 +8.4%
2064 SHAK SHAKE SHACK INC Consumer Cyclical 94,041.0 $5.3M 0.00% +9K +11.0% $56.02 +32.2%
2065 TMDX TRANSMEDICS GROUP INC Healthcare 79,310.0 $5.3M 0.00% +891.0 +1.1% $66.42 +40.9%
2066 NEXTERA ENERGY INC 109,800.0 $5.3M 0.00% NEW $47.94
2067 CRI CARTER INC Consumer Cyclical 127,584.0 $5.3M 0.00% +19K +17.8% $41.16 -17.6%
2068 FLNC FLUENCE ENERGY INC Utilities 264,089.0 $5.3M 0.00% +118K +80.3% $19.88 -43.5%
2069 CTS CTS CORP Technology 80,486.0 $5.2M 0.00% +15K +22.5% $65.19 -13.0%
2070 LYG LLOYDS BANKING GROUP PLC Financial Services 899,765.0 $5.2M 0.00% NEW $5.83 +4.3%
2071 AGO ASSURED GUARANTY LTD Financial Services 65,388.0 $5.2M 0.00% -18K -21.3% $80.16 -6.3%
2072 EVTC EVERTEC INC Technology 188,256.0 $5.2M 0.00% -31K -14.2% $27.78 +7.7%
2073 XPEL XPEL INC Consumer Cyclical 105,433.0 $5.2M 0.00% +23K +28.2% $49.60 +1.2%
2074 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 274,413.0 $5.2M 0.00% -183K -40.0% $19.01 -1.7%
2075 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 29,029.0 $5.2M 0.00% +857.0 +3.0% $178.94 +22.8%
2076 HSTM HEALTHSTREAM INC Healthcare 189,904.0 $5.2M 0.00% +138K +267.0% $27.25 +5.9%
2077 PRGS PROGRESS SOFTWARE CORP Technology 153,973.0 $5.2M 0.00% +61K +66.4% $33.58 +28.9%
2078 SFIX STITCH FIX INC Consumer Cyclical 1,255,074.0 $5.2M 0.00% +992K +377.1% $4.11 -22.9%
2079 HOPE HOPE BANCORP INC Financial Services 376,676.0 $5.2M 0.00% +65K +21.0% $13.68 +1.4%
2080 GBX GREENBRIER COS INC Industrials 105,066.0 $5.1M 0.00% -1K -1.1% $49.01 -5.8%
Page 104 of 187  ·  3,735 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 37.9%
Financial Services 10.8%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.5%
Communication Services 6.4%
Consumer Defensive 4.3%
Energy 3.2%
Real Estate 3.1%
Utilities 2.8%