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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 61 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SF STIFEL FINL CORP Financial Services 315,694.0 $22.0M 0.01% +11K +3.5% $69.77 +16.0%
1202 LC HAPPEN INC Financial Services 1,060,967.0 $22.0M 0.01% -399K -27.3% $20.74 -7.4%
1203 MD MEDNAX INC Healthcare 868,272.0 $22.0M 0.01% -85K -8.9% $25.33 +4.9%
1204 HLI HOULIHAN LOKEY INC Financial Services 163,937.0 $22.0M 0.01% +47K +39.9% $134.13 -3.8%
1205 PFS PROVIDENT FINL SVCS INC Financial Services 927,908.0 $21.9M 0.01% +6K +0.7% $23.64 +0.3%
1206 MGP INGREDIENTS INC NEW 22,625,000.0 $21.9M 0.01% +7.6M +50.8% $0.97
1207 SEDG SOLAREDGE TECHNOLOGIES INC Energy 375,187.0 $21.9M 0.01% +313K +503.5% $58.44 -47.2%
1208 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 411,062.0 $21.9M 0.01% +343K +502.6% $53.30 +8.2%
1209 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 834,261.0 $21.9M 0.01% -68K -7.5% $26.22 -4.3%
1210 TTD THE TRADE DESK INC Technology 1,209,496.0 $21.9M 0.01% +151K +14.3% $18.08 -27.1%
1211 TPG TPG INC Financial Services 538,881.0 $21.9M 0.01% +167K +44.8% $40.55 +29.2%
1212 ALGT ALLEGIANT TRAVEL CO Industrials 185,464.0 $21.8M 0.01% +89K +93.2% $117.60 -30.4%
1213 NOV NOV INC Energy 1,167,179.0 $21.7M 0.01% +249K +27.1% $18.55 +10.1%
1214 SWKS SKYWORKS SOLUTIONS INC Technology 318,949.0 $21.6M 0.01% -8K -2.4% $67.80 -1.0%
1215 MGRC MCGRATH RENTCORP Industrials 178,649.0 $21.6M 0.01% +43K +31.9% $121.03 -3.6%
1216 BAX BAXTER INTL INC Healthcare 1,013,286.0 $21.6M 0.01% -204K -16.8% $21.32 +23.5%
1217 WEBULL CORP 3,313,079.0 $21.6M 0.01% +1.5M +86.4% $6.52
1218 ATLANTA BRAVES HLDGS INC 416,083.0 $21.6M 0.01% +167K +67.3% $51.90
1219 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 725,465.0 $21.6M 0.01% -66K -8.3% $29.75 +17.6%
1220 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 1,162,092.0 $21.6M 0.01% +859K +283.6% $18.57 -26.5%
Page 61 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%