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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 13 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 KVUE KENVUE INC Consumer Defensive 12,503,653.0 $238.9M 0.06% +957K +8.3% $19.11 -0.2%
242 PSA PUBLIC STORAGE Real Estate 746,830.0 $237.7M 0.06% -74K -9.0% $318.31 +2.6%
243 BX BLACKSTONE GROUP INC Financial Services 2,015,497.0 $237.2M 0.06% -21K -1.0% $117.67 +19.6%
244 XEL XCEL ENERGY INC Utilities 2,912,726.0 $233.9M 0.06% $80.30 -0.1%
245 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,987,253.0 $228.8M 0.06% -103K -4.9% $115.11 +5.9%
246 BE BLOOM ENERGY CORP Industrials 747,696.0 $226.3M 0.05% -705K -48.5% $302.70 -30.9%
247 MAR MARRIOTT INTL INC NEW Consumer Cyclical 605,149.0 $224.3M 0.05% $370.59 -2.7%
248 MDB MONGODB INC Technology 667,168.0 $224.1M 0.05% +363K +119.3% $335.90 +30.1%
249 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,057,168.0 $224.1M 0.05% +573K +23.1% $73.30 +10.8%
250 ADSK AUTODESK INC Technology 1,152,506.0 $224.1M 0.05% $194.42 +27.4%
251 HOOD ROBINHOOD MKTS INC Financial Services 2,223,740.0 $223.0M 0.05% +225K +11.2% $100.28 -6.9%
252 TDG TRANSDIGM GROUP INC Industrials 167,347.0 $222.9M 0.05% +28K +19.9% $1332.03 -7.5%
253 UPS UNITED PARCEL SERVICE INC Industrials 2,037,282.0 $219.0M 0.05% -31K -1.5% $107.50 -4.5%
254 KMB KIMBERLY CLARK CORP Consumer Defensive 1,989,373.0 $218.4M 0.05% +1.1M +132.2% $109.77 -0.2%
255 EGP EASTGROUP PPTY INC Real Estate 1,073,341.0 $217.4M 0.05% -203K -15.9% $202.53 -0.2%
256 HUBB HUBBELL INC Industrials 413,980.0 $216.6M 0.05% -13K -3.1% $523.20 -7.0%
257 KMI KINDER MORGAN INC DEL Energy 6,770,775.0 $216.5M 0.05% +491K +7.8% $31.97 +2.8%
258 SLB SCHLUMBERGER LTD Energy 4,649,930.0 $216.2M 0.05% +506K +12.2% $46.49 +15.6%
259 EVRG EVERGY INC Utilities 2,499,883.0 $216.1M 0.05% $86.43 -2.9%
260 EXC EXELON CORP Utilities 4,620,165.0 $215.4M 0.05% +217K +4.9% $46.62 -1.3%
Page 13 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 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%