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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 94 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 NATL NCR ATLEOS CORPORATION Technology 177,544.0 $7.7M 0.00% -245K -58.0% $43.41 +7.1%
1862 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 149,031.0 $7.7M 0.00% +2K +1.2% $51.54 +6.6%
1863 GALAXY DIGITAL INC. 279,896.0 $7.7M 0.00% +267K +2049.6% $27.34
1864 TOI THE ONCOLOGY INSTITUTE INC Healthcare 1,408,720.0 $7.6M 0.00% +1.3M +1378.8% $5.43 +20.4%
1865 KRMN KARMAN HLDGS INC Industrials 153,050.0 $7.6M 0.00% +34K +28.4% $49.92 +2.9%
1866 GCT GIGACLOUD TECHNOLOGY INC Technology 241,442.0 $7.6M 0.00% -337K -58.3% $31.60 +59.8%
1867 WTM WHITE MTNS INS GROUP LTD Financial Services 3,679.0 $7.6M 0.00% -630.0 -14.6% $2073.39 +2.8%
1868 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 574,088.0 $7.6M 0.00% +33K +6.0% $13.26 +8.0%
1869 DLX DELUXE CORP Communication Services 318,164.0 $7.6M 0.00% $23.88 +0.8%
1870 THOMSON REUTERS CORP 92,820.0 $7.6M 0.00% NEW $81.65
1871 BSY BENTLEY SYS INC Technology 252,495.0 $7.5M 0.00% -44K -14.8% $29.89 +26.1%
1872 SOLUNA HOLDINGS INC 5,577,158.0 $7.5M 0.00% NEW $1.35
1873 IMMUNITYBIO INC 859,612.0 $7.5M 0.00% -20K -2.3% $8.76
1874 REPL REPLIMUNE GROUP INC Healthcare 677,524.0 $7.5M 0.00% +620K +1076.0% $11.07 +32.9%
1875 CLF CLEVELAND CLIFFS INC Basic Materials 797,232.0 $7.5M 0.00% +44K +5.8% $9.39 +20.3%
1876 BINV 2023 ETF SERIES TRUST 178,319.0 $7.5M 0.00% NEW $41.96 +9.3%
1877 GRC GORMAN RUPP CO Industrials 81,447.0 $7.5M 0.00% +35K +76.1% $91.74 -15.2%
1878 UHT UNIVERSAL HEALTH RLTY INCM T Real Estate 169,846.0 $7.4M 0.00% +144K +561.5% $43.86 -4.6%
1879 MATIV HOLDINGS INC 980,055.0 $7.4M 0.00% -6K -0.6% $7.57
1880 MLYS MINERALYS THERAPEUTICS INC Healthcare 274,843.0 $7.4M 0.00% +163K +145.4% $26.98 -6.3%
Page 94 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%