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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 105 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 HHH HOWARD HUGHES HOLDINGS INC Real Estate 71,962.0 $5.1M 0.00% +3K +4.5% $71.49 -6.6%
2082 USNA USANA HEALTH SCIENCES INC Consumer Defensive 239,477.0 $5.1M 0.00% +217K +965.3% $21.35 -36.4%
2083 IBEX IBEX LTD Technology 168,141.0 $5.1M 0.00% +89K +112.1% $30.37 +21.3%
2084 NOK NOKIA CORP Technology 384,332.0 $5.1M 0.00% NEW $13.28 -25.0%
2085 SVCO SILVACO GROUP INC Technology 369,651.0 $5.1M 0.00% +348K +1630.5% $13.79 -50.3%
2086 ARMOUR RESIDENTIAL REIT INC 291,106.0 $5.1M 0.00% +46K +18.9% $17.45
2087 BOW BOWHEAD SPECIALTY HLDGS INC Financial Services 169,658.0 $5.1M 0.00% +112K +193.9% $29.93 +12.8%
2088 OOMA OOMA INC Communication Services 263,825.0 $5.1M 0.00% -37K -12.2% $19.22 +10.5%
2089 DEO DIAGEO P L C Consumer Defensive 63,069.0 $5.1M 0.00% +46K +276.9% $80.38 +19.5%
2090 AQST AQUESTIVE THERAPEUTICS INC Healthcare 1,215,225.0 $5.1M 0.00% +962K +379.4% $4.16 +15.4%
2091 JAAA JANUS DETROIT STR TR 99,915.0 $5.0M 0.00% NEW $50.49 +0.4%
2092 NEOG NEOGEN CORP Healthcare 558,702.0 $5.0M 0.00% -649K -53.7% $8.99 +29.0%
2093 XRAY DENTSPLY SIRONA INC Healthcare 472,324.0 $5.0M 0.00% +190K +67.5% $10.61 +2.6%
2094 BB BLACKBERRY LTD Technology 396,673.0 $5.0M 0.00% -20K -4.9% $12.62 -39.4%
2095 AVNS AVANOS MED INC Healthcare 200,417.0 $5.0M 0.00% +104K +107.9% $24.88 +0.4%
2096 HNRG HALLADOR ENERGY COMPANY Energy 285,931.0 $5.0M 0.00% -351K -55.1% $17.39 -8.2%
2097 ROCK GIBRALTAR INDS INC Industrials 110,246.0 $5.0M 0.00% +37K +51.5% $45.10 +2.6%
2098 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 200,211.0 $5.0M 0.00% -63K -23.9% $24.83 -12.5%
2099 CRVL CORVEL CORP Financial Services 79,507.0 $5.0M 0.00% +15K +23.9% $62.52 +13.9%
2100 UI UBIQUITI INC Technology 9,299.0 $5.0M 0.00% -11K -53.4% $534.03 +3.6%
Page 105 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%