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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 62 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 YETI YETI HLDGS INC Consumer Cyclical 433,025.0 $21.5M 0.01% +23K +5.6% $49.56 -11.7%
1222 PAAS PAN AMERICAN SILVER CORP Basic Materials 478,521.0 $21.4M 0.01% +30K +6.7% $44.81 +18.4%
1223 AZZ AZZ INC Industrials 137,825.0 $21.4M 0.01% +58K +73.3% $155.05 -8.9%
1224 KLARNA GROUP PLC 1,054,725.0 $21.3M 0.01% +21K +2.0% $20.24
1225 SBSW SIBANYE STILLWATER LTD Basic Materials 2,511,810.0 $21.3M 0.01% NEW $8.49 +48.2%
1226 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 300,072.0 $21.3M 0.01% -130K -30.1% $70.88 +2.8%
1227 KEEL KEEL INFRASTRUCTURE CORP Technology 3,706,330.0 $21.3M 0.01% NEW $5.74 -42.1%
1228 VNOM VIPER ENERGY INC Energy 501,492.0 $21.3M 0.01% +243K +94.0% $42.40 +6.8%
1229 PPL CORP 432,100.0 $21.2M 0.01% +171K +65.7% $49.07
1230 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 568,460.0 $21.2M 0.01% +367K +181.5% $37.21 +8.5%
1231 DKNG DRAFTKINGS INC NEW Consumer Cyclical 837,184.0 $21.1M 0.01% -274K -24.6% $25.26 +3.6%
1232 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 1,207,791.0 $21.0M 0.01% -521K -30.2% $17.42 +14.6%
1233 FSM FORTUNA MNG CORP Basic Materials 2,482,269.0 $21.0M 0.01% +57K +2.4% $8.45 +42.8%
1234 OMDA OMADA HEALTH INC Healthcare 950,724.0 $20.9M 0.01% +911K +2309.3% $21.95 +8.8%
1235 FTS FORTIS INC Utilities 363,857.0 $20.8M 0.01% +9K +2.6% $57.27 -4.1%
1236 MP MP MATERIALS CORP Basic Materials 371,536.0 $20.8M 0.01% $56.01 +7.2%
1237 SSNC SS&C TECH HLDGS Technology 335,032.0 $20.8M 0.01% +19K +5.9% $62.05 +33.7%
1238 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 4,997,112.0 $20.8M 0.01% +1.3M +36.4% $4.16 +99.3%
1239 CRNX CRINETICS PHARMACEUTICALS IN Healthcare 555,381.0 $20.8M 0.01% +4K +0.7% $37.42 +126.3%
1240 AA ALCOA CORP Basic Materials 398,550.0 $20.8M 0.01% $52.14 -0.6%
Page 62 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%