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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 17 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SUI SUN CMNTYS INC Real Estate 1,124,291.0 $141.6M 0.04% +141K +14.4% $125.96 -3.2%
322 EQT EQT CORP Energy 2,193,473.0 $139.6M 0.04% -155K -6.6% $63.64 -6.7%
323 HOOD ROBINHOOD MKTS INC Financial Services 1,999,104.0 $138.5M 0.04% +28K +1.4% $69.30 +8.1%
324 AVB AVALONBAY CMNTYS INC Real Estate 846,142.0 $138.2M 0.04% -276K -24.6% $163.35 +13.6%
325 ED CONSOLIDATED EDISON INC Utilities 1,218,212.0 $137.9M 0.04% +371K +43.8% $113.18 -3.9%
326 STT STATE STR CORP Financial Services 1,088,782.0 $137.8M 0.04% +129K +13.4% $126.56 +20.4%
327 GEN GEN DIGITAL INC Technology 7,306,495.0 $137.6M 0.04% -3.4M -31.9% $18.83 +29.4%
328 TD TORONTO DOMINION BK ONT Financial Services 1,457,986.0 $135.7M 0.04% -9K -0.6% $93.10 +16.6%
329 DELL DELL TECHNOLOGIES INC Technology 822,188.0 $134.9M 0.04% -19K -2.2% $164.13 +44.7%
330 SHEL SHELL PLC Energy 1,447,942.0 $134.7M 0.04% -1.1M -44.1% $93.00 -4.9%
331 CVNA CARVANA CO Consumer Cyclical 423,285.0 $133.1M 0.04% -35K -7.7% $314.38 -80.2%
332 AXS AXIS CAP HLDGS LTD Financial Services 1,306,021.0 $132.4M 0.04% -16K -1.2% $101.41 -0.4%
333 PYPL PAYPAL HLDGS INC Financial Services 2,906,535.0 $131.5M 0.04% -390K -11.8% $45.23 -2.6%
334 TPR TAPESTRY INC Consumer Cyclical 918,789.0 $129.7M 0.04% +91K +10.9% $141.11 -6.5%
335 FANG DIAMONDBACK ENERGY INC Energy 653,436.0 $129.2M 0.04% +38K +6.2% $197.79 +4.9%
336 SYF SYNCHRONY FINANCIAL Financial Services 1,894,723.0 $128.9M 0.04% -993K -34.4% $68.02 +2.6%
337 VRSN VERISIGN INC Technology 518,416.0 $128.8M 0.04% +164K +46.4% $248.36 +22.1%
338 SBRA SABRA HEALTH CARE REIT INC Real Estate 6,673,284.0 $128.3M 0.04% -630K -8.6% $19.23 +9.6%
339 CDE COEUR MNG INC Basic Materials 6,816,857.0 $128.0M 0.04% +627K +10.1% $18.77 -9.9%
340 RS RELIANCE INC Basic Materials 420,321.0 $127.7M 0.04% -116K -21.6% $303.92 +17.4%
Page 17 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%