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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 24 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VVX V2X INC Industrials 496,425.0 $34.0M 0.01% +50K +11.1% $68.50 +4.8%
462 CAVA CAVA GROUP INC Consumer Cyclical 419,968.0 $34.0M 0.01% +264K +169.4% $80.90 -3.4%
463 CNM CORE & MAIN INC Industrials 687,558.0 $34.0M 0.01% +134K +24.2% $49.40 -6.6%
464 BKD BROOKDALE SR LIVING INC Healthcare 2,477,378.0 $33.9M 0.01% +609K +32.6% $13.68 -3.1%
465 U UNITY SOFTWARE INC Technology 1,539,922.0 $33.8M 0.01% +158K +11.4% $21.94 +22.2%
466 AWI ARMSTRONG WORLD INDS INC NEW Industrials 203,611.0 $33.6M 0.01% +11K +5.6% $164.80 -7.3%
467 GPRE GREEN PLAINS INC Basic Materials 2,036,751.0 $33.5M 0.01% +563K +38.2% $16.45 +3.0%
468 SOUTHERN CO 646,883.0 $33.2M 0.01% +224K +52.9% $51.40
469 GNRC GENERAC HLDGS INC Industrials 169,630.0 $33.1M 0.01% +1K +0.8% $195.33 +29.5%
470 GBCI GLACIER BANCORP INC NEW Financial Services 741,685.0 $33.1M 0.01% +44K +6.3% $44.67 +4.7%
471 PEN PENUMBRA INC Healthcare 100,740.0 $33.1M 0.01% +27K +36.4% $328.37 -0.6%
472 FIGS FIGS INC Consumer Cyclical 2,230,911.0 $33.0M 0.01% +967K +76.6% $14.77 -22.1%
473 DAR DARLING INGREDIENTS INC Consumer Defensive 532,319.0 $32.9M 0.01% +68K +14.7% $61.85 +0.5%
474 OHI OMEGA HEALTHCARE INVS INC Real Estate 749,901.0 $32.9M 0.01% +52K +7.4% $43.82 +10.3%
475 PSN PARSONS CORP DEL Industrials 604,752.0 $32.8M 0.01% +234K +63.0% $54.17 -5.0%
476 HIW HIGHWOODS PPTYS INC Real Estate 1,529,732.0 $32.8M 0.01% +642K +72.3% $21.41 +20.1%
477 KLIC KULICKE & SOFFA INDS INC Technology 496,502.0 $32.6M 0.01% +379K +323.1% $65.72 +51.2%
478 AAOI APPLIED OPTOELECTRONICS INC Technology 382,371.0 $32.3M 0.01% +157K +69.7% $84.59 +102.5%
479 TTC TORO CO Industrials 344,147.0 $32.2M 0.01% +49K +16.7% $93.44 -4.2%
480 AGNC AGNC INVT CORP Real Estate 3,201,102.0 $32.1M 0.01% +27K +0.8% $10.03 +1.0%
Page 24 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%