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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 33 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 VALE VALE S A Basic Materials 3,190,070.0 $50.8M 0.01% -90K -2.8% $15.91 +0.6%
642 NOG NORTHERN OIL & GAS INC Energy 1,734,767.0 $50.7M 0.01% +417K +31.7% $29.23 -14.8%
643 FNV FRANCO NEV CORP Basic Materials 204,718.0 $50.5M 0.01% $246.82 -9.8%
644 JBHT HUNT J B TRANS SVCS INC Industrials 237,542.0 $50.3M 0.01% +66K +38.8% $211.90 +21.1%
645 CHKP CHECK POINT SOFTWARE TECH LT Technology 352,038.0 $50.3M 0.01% $142.85 -11.8%
646 ZS ZSCALER INC Technology 358,207.0 $50.3M 0.01% -193K -35.0% $140.29 +24.9%
647 L LOEWS CORP Financial Services 469,347.0 $50.1M 0.01% +10K +2.2% $106.74 +1.0%
648 MAA MID-AMER APT CMNTYS INC Real Estate 409,909.0 $50.1M 0.01% -812K -66.4% $122.12 +5.2%
649 LEIDOS HOLDINGS INC 321,701.0 $50.0M 0.01% +5K +1.5% $155.52
650 PEABODY ENGR CORP 27,226,000.0 $50.0M 0.01% +7.8M +40.4% $1.84
651 FIG FIGMA INC Technology 2,361,650.0 $49.9M 0.01% +501K +26.9% $21.14 +10.1%
652 LPLA LPL FINL HLDGS INC Financial Services 165,818.0 $49.9M 0.01% +6K +3.9% $300.83 -4.5%
653 MWA MUELLER WTR PRODS INC Industrials 1,812,974.0 $49.8M 0.01% -113K -5.9% $27.49 -9.1%
654 GFL GFL ENVIRONMENTAL INC Industrials 1,196,654.0 $49.8M 0.01% +287K +31.5% $41.63 -11.5%
655 SLG SL GREEN RLTY CORP Real Estate 1,345,938.0 $49.7M 0.01% +400K +42.2% $36.94 +9.8%
656 DT DYNATRACE INC Technology 1,339,065.0 $49.5M 0.01% +298K +28.7% $36.98 +8.1%
657 PNR PENTAIR PLC Industrials 567,211.0 $49.4M 0.01% +107K +23.2% $87.11 -17.4%
658 ARMK ARAMARK Industrials 1,216,212.0 $49.3M 0.01% +53K +4.5% $40.54 +27.1%
659 GTES GATES INDL CORP PLC Industrials 2,177,642.0 $49.2M 0.01% +452K +26.2% $22.61 +3.7%
660 FCPT FOUR CORNERS PPTY TR INC Real Estate 2,069,781.0 $49.0M 0.01% +926K +81.0% $23.65 +4.7%
Page 33 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%