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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 106 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 IPAR INTER PARFUMS INC Consumer Defensive 44,251.0 $4.9M 0.00% +6K +16.8% $111.86 +4.4%
2102 CVLG COVENANT LOGISTICS GROUP INC Industrials 112,017.0 $4.9M 0.00% +61K +118.5% $44.18 -21.6%
2103 HMN HORACE MANN EDUCATORS Financial Services 95,761.0 $4.9M 0.00% +3K +3.7% $51.65 -0.9%
2104 HCI HCI GROUP INC Financial Services 28,119.0 $4.9M 0.00% +4K +14.7% $175.25 +5.7%
2105 OSPN ONESPAN INC Technology 342,600.0 $4.9M 0.00% +243K +243.4% $14.35 +8.7%
2106 UMH UMH PPTYS INC Real Estate 323,704.0 $4.9M 0.00% +152K +88.4% $15.14 +9.8%
2107 NTES NETEASE INC Technology 38,169.0 $4.9M 0.00% NEW $128.14 -4.0%
2108 CNXN PC CONNECTION INC Technology 66,986.0 $4.9M 0.00% +28K +73.3% $72.99 +5.1%
2109 TFIN TRIUMPH FINANCIAL INC Financial Services 64,022.0 $4.9M 0.00% +14K +28.6% $76.31 -3.4%
2110 LILA LIBERTY LATIN AMERICA LTD 622,318.0 $4.9M 0.00% +522K +519.0% $7.84
2111 HIPPO HLDGS INC 172,568.0 $4.9M 0.00% +37K +27.6% $28.26
2112 STM STMICROELECTRONICS N V Technology 65,071.0 $4.9M 0.00% NEW $74.89 -34.1%
2113 FMC FMC CORP Basic Materials 422,044.0 $4.9M 0.00% +101K +31.5% $11.50 -1.9%
2114 RIGL RIGEL PHARMACEUTICALS INC Healthcare 123,961.0 $4.8M 0.00% -213K -63.3% $39.12 +15.3%
2115 DXC DXC TECHNOLOGY CO Technology 548,281.0 $4.8M 0.00% +264K +92.8% $8.84 +20.2%
2116 VB VANGUARD INDEX FDS 15,984.0 $4.8M 0.00% -75K -82.5% $303.11 -0.1%
2117 LQDT LIQUIDITY SERVICES INC Consumer Cyclical 122,842.0 $4.8M 0.00% +72K +142.8% $39.12 +10.5%
2118 HOMESTREET INC 300,888.0 $4.8M 0.00% +205K +213.8% $15.90
2119 AMN AMN HEALTHCARE SERVICES INC Healthcare 147,791.0 $4.8M 0.00% +20K +15.6% $32.37 +6.6%
2120 THR THERMON GROUP HLDGS INC Industrials 78,193.0 $4.8M 0.00% -350K -81.7% $61.14 +0.0%
Page 106 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%