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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 56 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 BOX BOX INC Technology 970,140.0 $25.7M 0.01% +60K +6.7% $26.54 +24.0%
1102 MYRG MYR GROUP INC Industrials 51,431.0 $25.7M 0.01% -628.0 -1.2% $500.40 -37.9%
1103 DOCN DIGITALOCEAN HLDGS INC Technology 163,473.0 $25.7M 0.01% -285K -63.5% $157.03 -26.4%
1104 MAREX GROUP PLC 419,120.0 $25.5M 0.01% +38K +10.1% $60.95
1105 TRS TRIMAS CORP Consumer Cyclical 566,498.0 $25.5M 0.01% $45.03 -12.5%
1106 NTCT NETSCOUT SYS INC Technology 584,926.0 $25.5M 0.01% +24K +4.2% $43.55 -11.6%
1107 IVT INVENTRUST PPTYS CORP Real Estate 719,505.0 $25.5M 0.01% +5K +0.7% $35.40 -7.7%
1108 NBHC National Bank Holdings Corp Financial Services 573,039.0 $25.5M 0.01% -66K -10.3% $44.43 -5.8%
1109 COGT COGENT BIOSCIENCES INC Healthcare 657,664.0 $25.5M 0.01% -174K -20.9% $38.70 -5.1%
1110 POOL POOL CORP Industrials 118,307.0 $25.4M 0.01% -11K -8.7% $214.90 -12.5%
1111 SUNRUN INC 21,500,000.0 $25.4M 0.01% -700K -3.1% $1.18
1112 MOH MOLINA HEALTHCARE INC Healthcare 111,092.0 $25.4M 0.01% +6K +5.6% $228.70 -12.4%
1113 GGG GRACO INC Industrials 335,318.0 $25.4M 0.01% +12K +3.8% $75.61 +6.7%
1114 WDFC WD 40 CO Basic Materials 103,823.0 $25.3M 0.01% +18K +20.5% $243.64 -10.9%
1115 VSEC VSE CORP Industrials 110,695.0 $25.3M 0.01% +26K +31.3% $228.50 -4.8%
1116 LQDA LIQUIDIA CORPORATION Healthcare 316,498.0 $25.2M 0.01% +164K +107.9% $79.73 -13.9%
1117 AXGN AXOGEN INC Healthcare 545,892.0 $25.2M 0.01% +437K +401.1% $46.19 +9.1%
1118 NGG NATIONAL GRID PLC Utilities 309,958.0 $25.2M 0.01% +40K +14.9% $81.34 -1.9%
1119 SEAGATE HDD CAYMAN 2,150,000.0 $25.1M 0.01% -2.7M -55.7% $11.67
1120 SLAB SILICON LABORATORIES INC Technology 114,455.0 $25.0M 0.01% -3K -2.6% $218.56 -0.3%
Page 56 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%