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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 80 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 UEC URANIUM ENERGY CORP Energy 1,105,386.0 $11.8M 0.00% -299K -21.3% $10.66 +17.4%
1582 LIONSGATE STUDIOS CORP 769,555.0 $11.8M 0.00% +243K +46.3% $15.31
1583 EMERA INC 222,070.0 $11.8M 0.00% +10K +4.9% $53.03
1584 APPF APPFOLIO INC Technology 73,301.0 $11.8M 0.00% -4K -5.0% $160.35 +40.4%
1585 OWL BLUE OWL CAPITAL INC Financial Services 1,343,107.0 $11.8M 0.00% +130K +10.7% $8.75 +33.5%
1586 MC MOELIS & CO Financial Services 179,466.0 $11.7M 0.00% -21K -10.5% $65.42 +4.7%
1587 FUTU FUTU HLDGS LTD Financial Services 124,981.0 $11.7M 0.00% -18K -12.8% $93.74 +23.5%
1588 CSW INDUSTRIALS INC 42,095.0 $11.7M 0.00% +5K +12.6% $278.29
1589 MHK MOHAWK INDS INC Consumer Cyclical 96,341.0 $11.7M 0.00% $121.33 +10.5%
1590 ABM ABM INDS INC Industrials 264,152.0 $11.7M 0.00% +132K +100.2% $44.24 +5.9%
1591 ADNT ADIENT PLC Consumer Cyclical 635,245.0 $11.7M 0.00% -426K -40.2% $18.38 +3.3%
1592 WLY WILEY (JOHN) & SONS CL A Communication Services 240,231.0 $11.7M 0.00% +120K +100.1% $48.51 +9.7%
1593 DNTH DIANTHUS THERAPEUTICS INC Healthcare 119,460.0 $11.6M 0.00% -98K -45.1% $97.48 +12.9%
1594 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 186,568.0 $11.6M 0.00% +12K +6.9% $62.22 -29.9%
1595 BELFB BEL FUSE INC Technology 34,851.0 $11.6M 0.00% +12K +53.7% $333.03 -25.5%
1596 AGCO AGCO CORP Industrials 96,832.0 $11.6M 0.00% +4K +4.1% $119.70 -8.0%
1597 OLN OLIN CORP Basic Materials 584,249.0 $11.6M 0.00% +7K +1.3% $19.82 -11.4%
1598 NE NOBLE CORP PLC Energy 310,357.0 $11.6M 0.00% +32K +11.4% $37.30 +23.3%
1599 MUR MURPHY OIL CORP Energy 353,901.0 $11.5M 0.00% +21K +6.4% $32.56 +10.6%
1600 MUB iShares National Muni Bond ETF 106,878.0 $11.5M 0.00% NEW $107.62 -2.1%
Page 80 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%