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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 27 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 MELI MERCADOLIBRE INC Consumer Cyclical 43,319.0 $73.5M 0.02% +2K +4.1% $1697.39 +4.8%
522 RL RALPH LAUREN CORP Consumer Cyclical 182,900.0 $73.4M 0.02% +11K +6.3% $401.41 -5.8%
523 FSS FEDERAL SIGNAL CORP Industrials 569,074.0 $73.1M 0.02% -24K -4.1% $128.49 -5.1%
524 BKH BLACK HILLS CORP Utilities 979,186.0 $72.9M 0.02% +6K +0.6% $74.40 -1.7%
525 INVH INVITATION HOMES INC Real Estate 2,408,063.0 $72.7M 0.02% +966K +67.0% $30.21 -1.6%
526 SLG SL GREEN RLTY CORP Real Estate 1,397,557.0 $72.4M 0.02% +52K +3.8% $51.77 +9.8%
527 BYD BOYD GAMING CORP Consumer Cyclical 816,518.0 $72.1M 0.02% -65K -7.3% $88.33 -6.6%
528 MGNI MAGNITE INC Communication Services 3,794,811.0 $72.0M 0.02% +205K +5.7% $18.98 +29.2%
529 NDSN NORDSON CORP Industrials 238,676.0 $72.0M 0.02% +36K +17.7% $301.69 +0.8%
530 FTAI AVIATION LTD 263,752.0 $71.4M 0.02% +5K +2.0% $270.53
531 CDE COEUR MNG INC Basic Materials 4,353,708.0 $71.1M 0.02% -2.5M -36.1% $16.32 +13.4%
532 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 625,447.0 $70.7M 0.02% +87K +16.2% $113.09 -10.8%
533 HST HOST HOTELS & RESORTS INC Real Estate 2,981,977.0 $70.7M 0.02% +232K +8.4% $23.71 -3.3%
534 BCPC BALCHEM CORP Basic Materials 414,367.0 $70.0M 0.02% +21K +5.3% $168.95 +4.8%
535 SU SUNCOR ENERGY INC NEW Energy 1,297,503.0 $69.8M 0.02% +22K +1.7% $53.78 +25.8%
536 ROIV ROIVANT SCIENCES LTD Healthcare 1,970,504.0 $69.7M 0.02% +15K +0.8% $35.39 +5.6%
537 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 266,564.0 $69.7M 0.02% -3K -1.1% $261.37 +25.5%
538 B BARRICK MNG CORP Basic Materials 1,891,708.0 $69.5M 0.02% +66K +3.6% $36.76 +14.5%
539 OTIS OTIS WORLDWIDE CORP Industrials 961,010.0 $68.8M 0.02% -216K -18.4% $71.60 -1.7%
540 ARGX ARGENX SE Healthcare 74,128.0 $68.8M 0.02% +8K +11.9% $927.76 +7.0%
Page 27 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%