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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 19 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ARMK ARAMARK Industrials 1,216,212.0 $49.3M 0.01% +53K +4.5% $40.54 +30.6%
362 GTES GATES INDL CORP PLC Industrials 2,177,642.0 $49.2M 0.01% +452K +26.2% $22.61 +7.9%
363 FCPT FOUR CORNERS PPTY TR INC Real Estate 2,069,781.0 $49.0M 0.01% +926K +81.0% $23.65 +3.5%
364 DK DELEK US HLDGS INC NEW Energy 1,074,837.0 $48.4M 0.01% +127K +13.3% $45.07 -0.6%
365 SCZ ISHARES TR 616,804.0 $48.4M 0.01% +365K +145.2% $78.41 +7.9%
366 EWC ISHARES INC 881,907.0 $48.3M 0.01% +180K +25.7% $54.79 +5.1%
367 TSN TYSON FOODS INC Consumer Defensive 751,667.0 $48.2M 0.01% +136K +22.2% $64.07 +2.7%
368 J JACOBS SOLUTIONS INC Industrials 378,044.0 $48.1M 0.01% +46K +13.7% $127.28 -13.2%
369 TGTX TG THERAPEUTICS INC Healthcare 1,447,078.0 $48.1M 0.01% +494K +51.8% $33.22 +18.9%
370 ROL ROLLINS INC Consumer Cyclical 899,980.0 $48.1M 0.01% +91K +11.2% $53.41 +0.0%
371 GTX GARRETT MOTION INC Consumer Cyclical 2,636,898.0 $47.9M 0.01% +36K +1.4% $18.17 +70.5%
372 AUB ATLANTIC UN BANKSHARES CORP Financial Services 1,337,337.0 $47.8M 0.01% +12K +0.9% $35.74 +2.9%
373 HOLOGIC INC 631,881.0 $47.8M 0.01% +135K +27.2% $75.59
374 FELE FRANKLIN ELEC INC Industrials 515,175.0 $47.5M 0.01% +146K +39.6% $92.17 +4.2%
375 CNC CENTENE CORP DEL Healthcare 1,443,063.0 $47.2M 0.01% +89K +6.6% $32.74 +77.9%
376 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 212,296.0 $47.1M 0.01% +12K +5.8% $222.07 +69.1%
377 SNA SNAP ON INC Industrials 129,501.0 $47.0M 0.01% +3K +2.5% $363.22 -1.0%
378 IOSP INNOSPEC INC Basic Materials 643,248.0 $47.0M 0.01% +141K +28.0% $73.02 +7.0%
379 VLYPN VALLEY NATL BANCORP Financial Services 3,824,445.0 $47.0M 0.01% +1.2M +47.5% $12.28 +111.3%
380 CG CARLYLE GROUP INC Financial Services 959,516.0 $46.4M 0.01% +287K +42.6% $48.39 -3.7%
Page 19 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%