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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 3 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ANET ARISTA NETWORKS INC Technology 12,597,466.0 $1.55B 0.42% +413K +3.4% $122.78 +15.6%
42 NHYB NUSHARES ETF TR 62,762,722.0 $1.55B 0.42% -1.7M -2.6% $24.63 +0.3%
43 NEE NEXTERA ENERGY INC Utilities 16,466,114.0 $1.53B 0.41% -988K -5.7% $92.88 +3.0%
44 PLD PROLOGIS INC. Real Estate 11,154,654.0 $1.47B 0.40% -1.5M -12.0% $132.18 +7.9%
45 INTC INTEL CORP Technology 32,729,540.0 $1.44B 0.39% +7.4M +29.4% $44.13 +162.7%
46 C CITIGROUP INC Financial Services 12,463,390.0 $1.41B 0.38% -696K -5.3% $113.41 +8.8%
47 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,070,600.0 $1.39B 0.38% +3.7M +32.8% $92.31 -2.8%
48 BKNG BOOKING HOLDINGS INC Consumer Cyclical 318,308.0 $1.34B 0.36% -3K -1.1% $4210.32 -96.3%
49 AMD ADVANCED MICRO DEVICES INC Technology 6,529,913.0 $1.33B 0.36% +476K +7.9% $203.43 +108.5%
50 AZN ASTRAZENECA PLC Healthcare 6,779,534.0 $1.31B 0.36% NEW $193.92 -6.4%
51 HON HONEYWELL INTL INC Industrials 5,753,212.0 $1.30B 0.35% -759K -11.7% $226.03 -3.7%
52 RTX RTX CORPORATION Industrials 6,718,663.0 $1.30B 0.35% -994K -12.9% $192.90 -8.9%
53 PANW PALO ALTO NETWORKS INC Technology 7,994,923.0 $1.28B 0.35% +776K +10.8% $160.32 +48.6%
54 MRK MERCK & CO INC Healthcare 10,099,764.0 $1.21B 0.33% +3.1M +45.1% $120.29 -5.7%
55 ISRG INTUITIVE SURGICAL INC Healthcare 2,621,423.0 $1.21B 0.33% -109K -4.0% $460.99 -7.1%
56 BAC BANK AMERICA CORP Financial Services 24,746,308.0 $1.21B 0.33% -327K -1.3% $48.75 +2.1%
57 LQD ISHARES TR 10,987,000.0 $1.20B 0.32% -2.6M -19.4% $108.99 -1.0%
58 COP CONOCOPHILLIPS Energy 9,069,872.0 $1.20B 0.32% +932K +11.4% $132.00 -9.9%
59 GS GOLDMAN SACHS GROUP INC Financial Services 1,407,133.0 $1.19B 0.32% -111K -7.3% $845.99 +14.5%
60 TT TRANE TECHNOLOGIES PLC Industrials 2,813,561.0 $1.17B 0.32% +642K +29.6% $416.74 +15.6%
Page 3 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%