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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 18 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TRIP TRIPADVISOR INC Consumer Cyclical 4,968,075.0 $53.0M 0.01% +1.6M +48.1% $10.66 -11.3%
342 HEICO CORP NEW 250,317.0 $52.8M 0.01% +28K +12.8% $211.09
343 DTM DT MIDSTREAM INC Energy 391,579.0 $52.7M 0.01% +184K +88.8% $134.67 +10.0%
344 CINF CINCINNATI FINL CORP Financial Services 332,670.0 $52.3M 0.01% +14K +4.5% $157.35 +6.5%
345 OGE OGE ENERGY CORP Utilities 1,086,152.0 $52.1M 0.01% +195K +21.8% $47.96 -3.5%
346 MTZ MASTEC INC Industrials 161,541.0 $52.0M 0.01% +2K +1.6% $321.74 +29.0%
347 CSL CARLISLE COS INC Industrials 155,151.0 $51.8M 0.01% +3K +1.8% $333.62 -0.8%
348 RB GLOBAL INC 536,465.0 $51.4M 0.01% +74K +16.1% $95.76
349 LVS LAS VEGAS SANDS CORP Consumer Cyclical 946,235.0 $51.0M 0.01% +164K +20.9% $53.88 -5.0%
350 NOG NORTHERN OIL & GAS INC Energy 1,734,767.0 $50.7M 0.01% +417K +31.7% $29.23 -16.4%
351 JBHT HUNT J B TRANS SVCS INC Industrials 237,542.0 $50.3M 0.01% +66K +38.8% $211.90 +23.7%
352 L LOEWS CORP Financial Services 469,347.0 $50.1M 0.01% +10K +2.2% $106.74 -0.9%
353 LEIDOS HOLDINGS INC 321,701.0 $50.0M 0.01% +5K +1.5% $155.52
354 PEABODY ENGR CORP 27,226,000.0 $50.0M 0.01% +7.8M +40.4% $1.84
355 FIG FIGMA INC Technology 2,361,650.0 $49.9M 0.01% +501K +26.9% $21.14 +8.4%
356 LPLA LPL FINL HLDGS INC Financial Services 165,818.0 $49.9M 0.01% +6K +3.9% $300.83 -0.4%
357 GFL GFL ENVIRONMENTAL INC Industrials 1,196,654.0 $49.8M 0.01% +287K +31.5% $41.63 -10.9%
358 SLG SL GREEN RLTY CORP Real Estate 1,345,938.0 $49.7M 0.01% +400K +42.2% $36.94 +14.9%
359 DT DYNATRACE INC Technology 1,339,065.0 $49.5M 0.01% +298K +28.7% $36.98 +3.7%
360 PNR PENTAIR PLC Industrials 567,211.0 $49.4M 0.01% +107K +23.2% $87.11 -16.6%
Page 18 of 83  ·  1,641 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%