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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 57 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 LBRT LIBERTY ENERGY INC Energy 953,634.0 $25.0M 0.01% +218K +29.6% $26.19 -26.1%
1122 AX AXOS FINANCIAL INC Financial Services 256,326.0 $25.0M 0.01% +6K +2.4% $97.39 -0.7%
1123 TENB TENABLE HLDGS INC Technology 676,539.0 $25.0M 0.01% -222K -24.7% $36.88 -6.8%
1124 FLOC FLOWCO HLDGS INC Energy 1,167,581.0 $24.9M 0.01% +429K +58.0% $21.34 +6.0%
1125 SBCF SEACOAST BANKING CORP OF FLO Financial Services 748,847.0 $24.9M 0.01% +77K +11.4% $33.25 +4.1%
1126 CARG CARGURUS INC Consumer Cyclical 730,183.0 $24.9M 0.01% +260K +55.2% $34.09 +8.1%
1127 BLDR BUILDERS FIRSTSOURCE INC Industrials 277,776.0 $24.9M 0.01% -41K -12.7% $89.48 -21.5%
1128 CNH INDL N V 2,212,700.0 $24.8M 0.01% +22K +1.0% $11.23
1129 WESTERN DIGITAL CORP 1,475,000.0 $24.8M 0.01% -3.0M -66.8% $16.84
1130 MIAMI INTL HLDGS INC 668,115.0 $24.8M 0.01% +436K +188.1% $37.16
1131 DKS DICKS SPORTING GOODS INC Consumer Cyclical 109,197.0 $24.8M 0.01% +5K +4.9% $226.81 -19.2%
1132 FTRE FORTREA HLDGS INC Healthcare 1,421,943.0 $24.7M 0.01% +347K +32.2% $17.40 +5.7%
1133 LAD LITHIA MTRS INC Consumer Cyclical 84,972.0 $24.7M 0.01% -6K -6.7% $290.49 +27.6%
1134 WERN WERNER ENTERPRISES INC Industrials 565,910.0 $24.7M 0.01% +440K +348.2% $43.61 -10.8%
1135 EFA ISHARES TR 236,722.0 $24.6M 0.01% +53K +28.8% $103.88 +4.2%
1136 AGL AGILON HEALTH INC Healthcare 229,071.0 $24.6M 0.01% +197K +615.9% $107.18 -9.9%
1137 GXO GXO LOGISTICS INCORPORATED Industrials 483,390.0 $24.5M 0.01% -32K -6.3% $50.70 -9.8%
1138 ACVA ACV AUCTIONS INC Consumer Cyclical 3,404,665.0 $24.5M 0.01% +1.6M +87.5% $7.19 +3.3%
1139 YUMC YUM CHINA HLDGS INC Consumer Cyclical 599,378.0 $24.5M 0.01% -22K -3.6% $40.83 +21.3%
1140 ALGN ALIGN TECHNOLOGY INC Healthcare 144,590.0 $24.4M 0.01% +4K +3.1% $168.66 -3.6%
Page 57 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%