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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 22 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 AN AUTONATION INC Consumer Cyclical 201,182.0 $39.3M 0.01% +27K +15.5% $195.26 -7.6%
422 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 1,823,998.0 $39.1M 0.01% +1.3M +249.1% $21.44 +0.4%
423 FHN FIRST HORIZON CORPORATION Financial Services 1,715,484.0 $39.0M 0.01% +159K +10.2% $22.76 +3.3%
424 WBS WEBSTER FINL CORP Financial Services 561,273.0 $39.0M 0.01% +10K +1.7% $69.42 +3.3%
425 GPN GLOBAL PMTS INC Industrials 578,540.0 $38.9M 0.01% +66K +13.0% $67.30 +1.9%
426 UE URBAN EDGE PPTYS Real Estate 1,946,173.0 $38.9M 0.01% +989K +103.3% $19.98 +8.3%
427 RPRX ROYALTY PHARMA PLC Healthcare 805,811.0 $38.7M 0.01% +78K +10.8% $47.97 +8.3%
428 STLA STELLANTIS N.V Consumer Cyclical 5,518,930.0 $38.5M 0.01% +667K +13.7% $6.98 +5.3%
429 DOCN DIGITALOCEAN HLDGS INC Technology 448,145.0 $38.4M 0.01% +295K +192.7% $85.78 +73.9%
430 RDDT REDDIT INC Communication Services 285,087.0 $38.4M 0.01% +31K +12.0% $134.65 +16.8%
431 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 414,952.0 $38.3M 0.01% +130K +45.6% $92.27 +16.8%
432 CRBG COREBRIDGE FINL INC Financial Services 1,596,414.0 $38.1M 0.01% +171K +12.0% $23.86 +13.1%
433 MMSI MERIT MED SYS INC Healthcare 546,134.0 $37.6M 0.01% +64K +13.3% $68.93 -9.2%
434 SOMNIGROUP INTERNATIONAL INC 501,384.0 $37.1M 0.01% +18K +3.8% $73.92
435 BOH BANK HAWAII CORP Financial Services 498,002.0 $37.0M 0.01% +7K +1.4% $74.25 +2.7%
436 VNQ VANGUARD INDEX FDS 412,638.0 $36.6M 0.01% +92K +28.8% $88.70 +6.7%
437 LXP INDUSTRIAL TRUST 790,079.0 $36.5M 0.01% +228K +40.5% $46.26
438 AVY AVERY DENNISON CORP Industrials 210,983.0 $36.4M 0.01% +8K +4.0% $172.68 -10.3%
439 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 3,819,263.0 $36.4M 0.01% +207K +5.7% $9.52 -6.0%
440 LOGI LOGITECH INTL S A Technology 403,242.0 $36.3M 0.01% +4K +0.9% $90.05 +16.0%
Page 22 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%