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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 66 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 FLR FLUOR CORP Industrials 359,701.0 $18.8M 0.00% -156K -30.3% $52.39 +0.1%
1302 ACMR ACM RESEARCH INC Technology 148,494.0 $18.8M 0.00% +37K +32.7% $126.89 -37.4%
1303 DCI DONALDSON CO INC Industrials 209,136.0 $18.8M 0.00% -10K -4.6% $89.77 +3.9%
1304 ALG ALAMO GROUP INC Industrials 114,050.0 $18.8M 0.00% +28K +32.8% $164.49 -0.1%
1305 IMO IMPERIAL OIL LTD Energy 167,114.0 $18.8M 0.00% -13K -7.0% $112.25 +23.0%
1306 VECO VEECO INSTRS INC DEL Technology 247,306.0 $18.7M 0.00% +59K +31.4% $75.80 -36.9%
1307 CART MAPLEBEAR INC Consumer Cyclical 395,307.0 $18.7M 0.00% +37K +10.4% $47.35 +5.2%
1308 JOBY JOBY AVIATION INC Industrials 2,095,877.0 $18.7M 0.00% +297K +16.5% $8.92 -15.6%
1309 PARSONS CORP DEL 19,000,000.0 $18.7M 0.00% +392K +2.1% $0.98
1310 HLIT HARMONIC INC Technology 1,143,896.0 $18.7M 0.00% -224K -16.4% $16.33 -23.6%
1311 NVCR NOVOCURE LTD Healthcare 1,232,087.0 $18.7M 0.00% +250K +25.4% $15.15 +12.9%
1312 FULT FULTON FINL CORP PA Financial Services 769,865.0 $18.6M 0.00% -15K -1.9% $24.19 -2.3%
1313 KNSL KINSALE CAP GROUP INC Financial Services 56,319.0 $18.6M 0.00% -6K -10.0% $329.80 +16.3%
1314 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 353,772.0 $18.5M 0.00% +139K +64.5% $52.37 -13.9%
1315 EWY ISHARES INC 91,702.0 $18.5M 0.00% -12K -11.7% $201.90 -11.7%
1316 ARLO ARLO TECHNOLOGIES INC Industrials 1,369,047.0 $18.5M 0.00% -111K -7.5% $13.48 -2.8%
1317 AYI ACUITY BRANDS INC Industrials 48,935.0 $18.4M 0.00% -47K -49.2% $376.65 -8.9%
1318 RDW REDWIRE CORPORATION Industrials 1,506,401.0 $18.4M 0.00% +238K +18.7% $12.23 -1.7%
1319 MSGE SPHERE ENTERTAINMENT CO Communication Services 106,311.0 $18.4M 0.00% -41K -27.8% $173.03 -53.8%
1320 PARR PAR PAC HOLDINGS INC Energy 327,707.0 $18.4M 0.00% -388K -54.2% $56.08 +40.9%
Page 66 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%