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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 71 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 CMP COMPASS MINERALS INTL INC Basic Materials 520,573.0 $16.2M 0.00% +231K +79.7% $31.13 -16.5%
1402 OBNK ORIGIN BANCORP INC Financial Services 316,350.0 $16.2M 0.00% +3K +1.0% $51.15 -97.9%
1403 REDWOOD TRUST INC 16,000,000.0 $16.2M 0.00% -775K -4.6% $1.01
1404 SLM SLM CORP Financial Services 622,242.0 $16.1M 0.00% +143K +29.8% $25.94 +2.0%
1405 SYNA SYNAPTICS INC Technology 129,466.0 $16.1M 0.00% -59K -31.4% $124.23 -21.4%
1406 SYRE SPYRE THERAPEUTICS INC Healthcare 181,105.0 $16.1M 0.00% +27K +17.7% $88.78 +19.9%
1407 RGEN REPLIGEN CORP Healthcare 117,519.0 $16.0M 0.00% +13K +11.9% $136.44 +32.8%
1408 ENOV ENOVIS CORPORATION Industrials 774,295.0 $16.0M 0.00% -389K -33.4% $20.70 +25.9%
1409 TRNO TERRENO RLTY CORP Real Estate 246,283.0 $16.0M 0.00% +23K +10.2% $64.77 +5.2%
1410 KYMR KYMERA THERAPEUTICS INC Healthcare 138,478.0 $15.9M 0.00% +10K +8.1% $114.67 +4.5%
1411 IDT IDT CORP Communication Services 272,064.0 $15.8M 0.00% +51K +23.2% $58.16 +16.8%
1412 ANNX ANNEXON INC Healthcare 2,765,080.0 $15.8M 0.00% -1.5M -34.9% $5.71 -11.2%
1413 CENX CENTURY ALUM CO Basic Materials 341,970.0 $15.7M 0.00% +33K +10.7% $46.01 -4.5%
1414 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 77,896.0 $15.7M 0.00% +34K +77.7% $201.08 +6.8%
1415 DNLI DENALI THERAPEUTICS INC Healthcare 608,967.0 $15.7M 0.00% +313K +106.0% $25.72 -3.1%
1416 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 553,631.0 $15.6M 0.00% +55K +10.9% $28.24 -5.5%
1417 ANGO ANGIODYNAMICS INC Healthcare 1,199,358.0 $15.6M 0.00% -17K -1.4% $13.01 +21.1%
1418 HWC HANCOCK HOLDING CO Financial Services 208,247.0 $15.6M 0.00% +21K +10.9% $74.72 +0.9%
1419 AVPT AVEPOINT INC Technology 1,386,513.0 $15.5M 0.00% +63K +4.7% $11.21 +19.3%
1420 MANH MANHATTAN ASSOCIATES INC Technology 111,543.0 $15.5M 0.00% +8K +7.6% $139.25 +54.1%
Page 71 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%