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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 3 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 13,025,122.0 $1.82B 0.43% +562K +4.5% $139.96 -1.0%
42 PG PROCTER & GAMBLE CO Consumer Defensive 12,295,877.0 $1.80B 0.43% -281K -2.2% $146.64 -2.4%
43 AXP AMERICAN EXPRESS CO Financial Services 5,189,802.0 $1.76B 0.42% -401K -7.2% $338.25 -0.6%
44 KO COCA COLA CO Consumer Defensive 21,574,350.0 $1.75B 0.42% -2.4M -9.9% $81.27 +7.0%
45 TJX TJX COS INC NEW Consumer Cyclical 11,412,968.0 $1.73B 0.41% +72K +0.6% $151.50 -0.4%
46 NHYB NUSHARES ETF TR 68,970,773.0 $1.71B 0.41% +6.2M +9.9% $24.79 -0.6%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 8,892,464.0 $1.61B 0.38% -776K -8.0% $180.91 +2.0%
48 UNH UNITEDHEALTH GROUP INC Healthcare 3,741,960.0 $1.56B 0.37% +302K +8.8% $415.63 -4.8%
49 TT TRANE TECHNOLOGIES PLC Industrials 3,013,749.0 $1.48B 0.35% +200K +7.1% $491.16 -3.2%
50 TXN TEXAS INSTRS INC Technology 4,875,068.0 $1.45B 0.35% +182K +3.9% $298.07 -5.1%
51 CVX CHEVRON CORP NEW Energy 8,755,492.0 $1.45B 0.35% -952K -9.8% $165.76 +22.3%
52 PLTR PALANTIR TECHNOLOGIES INC Technology 12,429,136.0 $1.45B 0.35% +1.5M +13.7% $116.67 +47.9%
53 PLD PROLOGIS INC Real Estate 10,519,889.0 $1.43B 0.34% -635K -5.7% $135.47 +3.8%
54 BAC BANK OF AMER CORP Financial Services 24,817,808.0 $1.41B 0.34% $56.98 +12.1%
55 PWR QUANTA SVCS INC Industrials 1,918,135.0 $1.38B 0.33% +46K +2.5% $720.04 +0.3%
56 NEE NEXTERA ENERGY INC Utilities 15,726,549.0 $1.38B 0.33% -740K -4.5% $87.77 -1.8%
57 VRT VERTIV HOLDINGS CO Industrials 4,120,416.0 $1.38B 0.33% +1.4M +54.0% $334.82 -12.7%
58 HWM HOWMET AEROSPACE INC Industrials 5,040,049.0 $1.36B 0.32% -43K -0.8% $268.86 +7.5%
59 AZN ASTRAZENECA PLC Healthcare 7,183,115.0 $1.35B 0.32% +404K +6.0% $187.33 -16.2%
60 GS GOLDMAN SACHS GROUP INC Financial Services 1,249,847.0 $1.26B 0.30% -157K -11.2% $1011.37 +3.9%
Page 3 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%