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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 148 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 21,751.0 $1.0M +10K +82.8% $46.04 +2.3%
2942 PLAY DAVE & BUSTERS ENTMT INC Communication Services 87,728.0 $1.0M -14K -14.1% $11.40 -13.6%
2943 SAIL SAILPOINT INC Technology 68,245.0 $999K -25K -27.1% $14.64 +26.4%
2944 FIRST TRACKS BIOTHERAPEUTICS 49,608.0 $998K NEW $20.12
2945 WYFI WHITEFIBER INC Technology 25,656.0 $997K +13K +101.2% $38.85 -45.5%
2946 PINE ALPINE INCOME PPTY TR INC Real Estate 47,877.0 $994K -77K -61.6% $20.76 -5.4%
2947 PRF INVESCO EXCHANGE TRADED FD T 18,371.0 $993K NEW $54.03 +3.3%
2948 VERASTEM INC 258,933.0 $989K +53K +25.6% $3.82
2949 DFSV DIMENSIONAL US SMALL CAP 25,493.0 $989K NEW $38.79 +3.1%
2950 TCBX THIRD COAST BANCSHARES INC Financial Services 24,470.0 $989K +6K +30.9% $40.40 +12.1%
2951 SKM SK TELECOM CO LTD ADR Communication Services 30,551.0 $983K NEW $32.16 +19.1%
2952 XPOF XPONENTIAL FITNESS INC Consumer Cyclical 141,513.0 $979K +56K +65.5% $6.92 -26.9%
2953 XLSR SSGA ACTIVE TR 15,087.0 $979K NEW $64.86 +1.4%
2954 AVALYN PHARMACEUTICALS INC 29,670.0 $977K NEW $32.92
2955 SPSM SPDR SER TR 16,760.0 $966K NEW $57.67 -1.3%
2956 ASM AVINO SILVER & GOLD MINES LT Basic Materials 152,331.0 $965K +43K +39.4% $6.34 +19.9%
2957 OEC ORION S.A. Basic Materials 144,877.0 $961K +9K +6.3% $6.63 -8.1%
2958 BRCC BRC INC Consumer Defensive 863,463.0 $958K +703K +439.2% $1.11 -22.1%
2959 EBS EMERGENT BIOSOLUTIONS INC Healthcare 114,334.0 $958K +8K +7.8% $8.38 -42.5%
2960 HBCP HOMEBANCORP INC Financial Services 13,973.0 $957K $68.52 +1.3%
Page 148 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%