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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 16 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TD TORONTO DOMINION BK ONT Financial Services 1,449,472.0 $176.2M 0.04% -9K -0.6% $121.54 +0.4%
302 CPT CAMDEN PPTY TR Real Estate 1,533,529.0 $175.6M 0.04% $114.49 -6.3%
303 ACGL ARCH CAP GROUP LTD Financial Services 1,775,060.0 $172.3M 0.04% -74K -4.0% $97.06 +1.9%
304 AMH AMERICAN HOMES 4 RENT Real Estate 5,111,728.0 $171.3M 0.04% +1.3M +35.4% $33.52 +0.4%
305 TEL TE CONNECTIVITY PLC Technology 841,553.0 $169.7M 0.04% -10K -1.1% $201.61 +1.7%
306 NSCI NUSHARES ETF TR 6,716,200.0 $169.6M 0.04% +2.0M +41.3% $25.26 -0.2%
307 STAG STAG INDL INC Real Estate 4,437,132.0 $168.9M 0.04% +389K +9.6% $38.06 -3.9%
308 HUM HUMANA INC Healthcare 422,051.0 $167.6M 0.04% +10K +2.5% $397.22 -3.8%
309 ANGLOGOLD ASHANTI PLC 2,062,877.0 $167.0M 0.04% +155K +8.1% $80.95
310 AJG GALLAGHER ARTHUR J & CO Financial Services 725,837.0 $166.6M 0.04% +11K +1.5% $229.57 +8.2%
311 PCAR PACCAR INC Industrials 1,380,910.0 $165.9M 0.04% -49K -3.4% $120.12 +6.6%
312 ED CONSOLIDATED EDISON INC Utilities 1,496,457.0 $165.6M 0.04% +278K +22.8% $110.63 -1.3%
313 IEMG ISHARES INC 1,990,213.0 $164.9M 0.04% -201K -9.2% $82.84 -3.9%
314 NXPI NXP SEMICONDUCTORS N V Technology 586,519.0 $164.8M 0.04% +108K +22.5% $281.03 -18.7%
315 CVNA CARVANA CO Consumer Cyclical 2,484,804.0 $163.5M 0.04% +2.1M +487.0% $65.82 -1.2%
316 AME AMETEK INC Industrials 671,618.0 $162.5M 0.04% -19K -2.8% $241.94 +3.3%
317 SPACE EXPLORATION TECHN CORP 942,824.0 $161.1M 0.04% NEW $170.86
318 ABNB AIRBNB INC Consumer Cyclical 1,125,414.0 $161.0M 0.04% $143.10 +28.1%
319 MKSI MKS INC. Technology 361,411.0 $160.8M 0.04% -17K -4.4% $444.80 -32.5%
320 WST WEST PHARMACEUTICAL SVSC INC Healthcare 446,156.0 $160.2M 0.04% +37K +9.1% $359.00 -3.5%
Page 16 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%