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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 79 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1561 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 313,578.0 $12.2M 0.00% +205K +188.0% $38.77 -0.9%
1562 CBT CABOT CORP Basic Materials 133,661.0 $12.1M 0.00% +15K +12.8% $90.82 -6.2%
1563 RRC RANGE RES CORP Energy 326,103.0 $12.1M 0.00% -71K -17.9% $37.19 +10.4%
1564 SCSC SCANSOURCE INC Technology 232,092.0 $12.1M 0.00% +5K +2.1% $52.09 +4.3%
1565 EEM ISHARES MSCI EMERGING MKTS ETF 176,641.0 $12.1M 0.00% +24K +16.1% $68.41 -1.9%
1566 AVTR AVANTOR INC Healthcare 1,220,064.0 $12.1M 0.00% -211K -14.8% $9.90 +46.1%
1567 GBDC Golub Capital BDC Inc Financial Services 931,687.0 $12.1M 0.00% NEW $12.96 +1.9%
1568 TTAN SERVICETITAN INC Technology 170,484.0 $12.1M 0.00% +105K +162.3% $70.71 +34.2%
1569 ALPHABET INC 236,362.0 $12.0M 0.00% NEW $50.89
1570 NFG NATIONAL FUEL GAS CO Energy 155,651.0 $12.0M 0.00% -2K -1.6% $77.21 +6.8%
1571 PII POLARIS INC Consumer Cyclical 175,350.0 $12.0M 0.00% +42K +31.6% $68.44 -5.9%
1572 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 272,915.0 $11.9M 0.00% +121K +80.2% $43.75 -4.9%
1573 MIDD MIDDLEBY CORP Industrials 69,276.0 $11.9M 0.00% -27K -28.0% $172.01 -32.9%
1574 RVLV REVOLVE GROUP INC Consumer Cyclical 520,363.0 $11.9M 0.00% +441K +554.7% $22.89 +3.8%
1575 FNB F N B CORP Financial Services 623,088.0 $11.9M 0.00% -471K -43.0% $19.08 -2.9%
1576 IBCP INDEPENDENT BK CORP MICH Financial Services 329,514.0 $11.9M 0.00% $36.07 +2.9%
1577 GNTX GENTEX CORP Consumer Cyclical 469,512.0 $11.9M 0.00% +20K +4.5% $25.27 -6.5%
1578 BEPC BROOKFIELD RENEWABLE CORP Utilities 319,443.0 $11.9M 0.00% -217K -40.5% $37.13 -10.5%
1579 FUL FULLER H B CO Basic Materials 203,110.0 $11.8M 0.00% +25K +13.7% $58.29 +0.7%
1580 SKYWARD SPECIALTY INS GROUP 202,767.0 $11.8M 0.00% +21K +11.8% $58.35
Page 79 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%