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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 13 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 Q QNITY ELECTRONICS INC Technology 1,928,283.0 $222.5M 0.06% -460K -19.2% $115.38 +36.3%
242 PSA PUBLIC STORAGE OPER CO Real Estate 820,697.0 $222.3M 0.06% -51K -5.8% $270.88 +8.0%
243 FLEX FLEXTRONICS INTL LTD Technology 3,382,331.0 $221.4M 0.06% -621K -15.5% $65.46 +110.6%
244 FLS FLOWSERVE CORP Industrials 2,990,098.0 $219.8M 0.06% +213K +7.7% $73.51 -11.5%
245 EXC EXELON CORP Utilities 4,403,561.0 $215.9M 0.06% -132K -2.9% $49.02 -11.5%
246 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,053,803.0 $215.6M 0.06% -1.3M -12.7% $23.81 +39.0%
247 SLB SLB LIMITED Energy 4,144,259.0 $213.0M 0.06% -76K -1.8% $51.39 +7.8%
248 IRM IRON MTN INC DEL Real Estate 2,068,408.0 $211.3M 0.06% -60K -2.8% $102.14 +22.4%
249 KMI KINDER MORGAN INC DEL Energy 6,279,976.0 $210.6M 0.06% -1.9M -22.8% $33.53 +0.3%
250 VICI VICI PPTYS INC Real Estate 7,702,660.0 $210.4M 0.06% -743K -8.8% $27.32 +2.1%
251 KKR KKR & CO INC Financial Services 2,272,674.0 $210.2M 0.06% -4.1M -64.1% $92.50 +4.8%
252 HUBB HUBBELL INC Industrials 427,028.0 $209.6M 0.06% -213K -33.3% $490.74 -2.2%
253 GL GLOBE LIFE INC Financial Services 1,498,847.0 $208.6M 0.06% +125K +9.1% $139.17 +11.4%
254 HEI HEICO CORP NEW Industrials 751,608.0 $206.1M 0.06% +38K +5.3% $274.20 +5.3%
255 EVRG EVERGY INC Utilities 2,503,270.0 $205.1M 0.06% -396K -13.7% $81.92 -1.7%
256 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 703,782.0 $204.4M 0.06% -141K -16.7% $290.49 +1.0%
257 UPS UNITED PARCEL SVCS INC Industrials 2,068,772.0 $203.5M 0.06% +259K +14.3% $98.38 +0.6%
258 KVUE KENVUE INC Consumer Defensive 11,546,249.0 $199.1M 0.05% +2.5M +27.1% $17.24 -0.8%
259 ITW ILLINOIS TOOL WKS INC Industrials 762,273.0 $198.4M 0.05% -400K -34.4% $260.29 -4.8%
260 MAR MARRIOTT INTL INC NEW Consumer Cyclical 605,081.0 $197.9M 0.05% -40K -6.2% $327.07 +8.0%
Page 13 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%