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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 63 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 AAON AAON INC Industrials 163,545.0 $20.7M 0.01% -29K -15.0% $126.86 -37.4%
1242 LADR LADDER CAP CORP Real Estate 2,081,812.0 $20.7M 0.01% -26K -1.2% $9.95 -0.3%
1243 EAT BRINKER INTL INC Consumer Cyclical 122,896.0 $20.6M 0.01% -37K -23.0% $168.00 +46.5%
1244 ESTC ELASTIC N V Technology 360,645.0 $20.6M 0.01% -159K -30.7% $57.02 +50.7%
1245 RGA REINSURANCE GROUP AMER INC Financial Services 96,621.0 $20.5M 0.01% +4K +4.6% $212.65 +14.3%
1246 PENN PENN ENTERTAINMENT INC Consumer Cyclical 961,550.0 $20.5M 0.01% +757K +370.6% $21.36 -12.7%
1247 MGA MAGNA INTL INC Consumer Cyclical 312,206.0 $20.5M 0.01% +28K +9.8% $65.73 +11.1%
1248 HTO H2O AMERICA Utilities 337,662.0 $20.5M 0.01% +106K +45.5% $60.77 +4.5%
1249 CNX CNX RES CORP Energy 603,931.0 $20.5M 0.01% -190K -24.0% $33.93 +7.2%
1250 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 234,440.0 $20.4M 0.01% +13K +5.9% $87.22 +10.5%
1251 ARDX ARDELYX INC Healthcare 3,997,099.0 $20.4M 0.01% -1.2M -23.6% $5.10 -23.7%
1252 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 177,871.0 $20.4M 0.01% $114.41 -16.1%
1253 NVST ENVISTA HLDGS CORP Healthcare 770,642.0 $20.3M 0.01% +191K +33.0% $26.35 +3.2%
1254 AIN ALBANY INTL CORP Consumer Cyclical 272,550.0 $20.3M 0.01% -154K -36.0% $74.50 -20.7%
1255 VIR VIR BIOTECHNOLOGY INC Healthcare 1,982,942.0 $20.2M 0.01% +964K +94.6% $10.19 -4.0%
1256 ONON ON HLDG AG Consumer Cyclical 570,374.0 $20.2M 0.01% +106K +22.7% $35.42 -15.2%
1257 STEP STEPSTONE GROUP INC Financial Services 488,219.0 $20.2M 0.01% +189K +63.0% $41.36 +20.9%
1258 INSTALLED BLDG PRODS INC 87,854.0 $20.2M 0.01% +34K +64.1% $229.84
1259 REZI RESIDEO TECHNOLOGIES INC Industrials 647,589.0 $20.1M 0.01% -380K -37.0% $31.10 -34.8%
1260 AUR AURORA INNOVATION INC Technology 2,949,919.0 $20.1M 0.01% +699K +31.1% $6.82 -8.5%
Page 63 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%