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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 51 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 SJM SMUCKER J M CO Consumer Defensive 270,590.0 $30.4M 0.01% +5K +1.8% $112.50 +10.5%
1002 DROPBOX INC 30,000,000.0 $30.3M 0.01% NEW $1.01
1003 DAVE INC 81,131.0 $30.2M 0.01% -7K -7.7% $372.59
1004 MUSA MURPHY USA INC Consumer Cyclical 56,068.0 $30.2M 0.01% +10K +22.9% $538.87 +5.7%
1005 CAMT CAMTEK LTD Technology 191,329.0 $30.2M 0.01% +7K +3.7% $157.91 -7.0%
1006 ARW ARROW ELECTRS INC Technology 141,084.0 $30.1M 0.01% +50K +54.2% $213.41 -1.2%
1007 CGNX COGNEX CORP Technology 415,182.0 $30.1M 0.01% +86K +26.0% $72.42 -16.4%
1008 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 1,364,575.0 $29.8M 0.01% -130K -8.7% $21.86 -10.1%
1009 BBB FOODS INC 715,199.0 $29.8M 0.01% +266K +59.4% $41.67
1010 RIOT RIOT BLOCKCHAIN INC Financial Services 1,088,095.0 $29.8M 0.01% +195K +21.9% $27.38 -27.6%
1011 ASB ASSOCIATED BANC CORP Financial Services 963,110.0 $29.6M 0.01% +25K +2.6% $30.77 +0.2%
1012 HNGE HINGE HEALTH INC Healthcare 356,575.0 $29.6M 0.01% +339K +1924.3% $83.00 +6.5%
1013 RKT ROCKET COS INC Financial Services 1,878,961.0 $29.6M 0.01% -5.3M -73.8% $15.75 -11.6%
1014 NYT NEW YORK TIMES CO Communication Services 422,387.0 $29.6M 0.01% +2K +0.5% $69.98 -6.1%
1015 TW TRADEWEB MKTS INC Financial Services 296,516.0 $29.6M 0.01% +87K +41.8% $99.66 +7.4%
1016 CLX CLOROX CO DEL Consumer Defensive 309,495.0 $29.5M 0.01% +9K +2.9% $95.44 +11.8%
1017 TECK TECK RESOURCES LTD Basic Materials 494,732.0 $29.5M 0.01% +10K +2.1% $59.54 +16.2%
1018 SN SHARKNINJA INC Consumer Cyclical 193,347.0 $29.4M 0.01% +42K +28.0% $152.27 +18.7%
1019 BFH ALLIANCE DATA SYSTEMS CORP Financial Services 271,275.0 $29.4M 0.01% +7K +2.6% $108.35 -2.3%
1020 PRI PRIMERICA INC Financial Services 103,403.0 $29.4M 0.01% -7K -6.7% $284.20 +4.1%
Page 51 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 37.9%
Financial Services 10.8%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.5%
Communication Services 6.4%
Consumer Defensive 4.3%
Energy 3.2%
Real Estate 3.1%
Utilities 2.8%