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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 37 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 BFLY BUTTERFLY NETWORK INC Healthcare 3,749,936.0 $15.1M 0.00% +3.2M +579.2% $4.04 +8.9%
722 TPG TPG INC Financial Services 372,191.0 $15.1M 0.00% +100K +37.0% $40.51 +0.8%
723 KFY KORN FERRY Industrials 238,572.0 $15.0M 0.00% +55K +29.8% $62.95 +4.0%
724 G GENPACT LIMITED Technology 401,875.0 $15.0M 0.00% +94K +30.5% $37.25 -14.2%
725 IDYA IDEAYA BIOSCIENCES INC Healthcare 448,273.0 $14.9M 0.00% +74K +19.9% $33.32 -10.8%
726 MGRC MCGRATH RENTCORP Industrials 135,417.0 $14.9M 0.00% +25K +22.3% $110.28 -0.1%
727 JOBY JOBY AVIATION INC Industrials 1,799,205.0 $14.9M 0.00% +222K +14.1% $8.26 +24.9%
728 NFG NATIONAL FUEL GAS CO Energy 158,130.0 $14.9M 0.00% +11K +7.2% $93.96 -11.1%
729 DVA DAVITA INC Healthcare 96,498.0 $14.8M 0.00% +3K +2.9% $153.69 +28.3%
730 SIRIUSPOINT LTD 687,957.0 $14.8M 0.00% +20K +3.0% $21.54
731 NVST ENVISTA HOLDINGS CORPORATION Healthcare 579,534.0 $14.7M 0.00% +366K +171.7% $25.37 -7.6%
732 XENE XENON PHARMACEUTICALS INC Healthcare 250,036.0 $14.5M 0.00% +34K +15.6% $58.15 -4.8%
733 AVT AVNET INC Technology 235,302.0 $14.5M 0.00% +99K +72.5% $61.62 +36.6%
734 OSK OSHKOSH CORP Industrials 98,376.0 $14.5M 0.00% +3K +3.2% $147.21 -14.8%
735 EXPO EXPONENT INC Industrials 221,632.0 $14.5M 0.00% +2K +0.9% $65.25 -12.3%
736 MGEE MGE ENERGY INC Utilities 185,454.0 $14.3M 0.00% +26K +16.3% $77.29 -2.0%
737 FG F&G ANNUITIES & LIFE INC Financial Services 565,518.0 $14.3M 0.00% +272K +92.8% $25.32 +9.8%
738 CE CELANESE CORP DEL Basic Materials 217,403.0 $14.3M 0.00% +26K +13.3% $65.77 -18.3%
739 INSTALLED BLDG PRODS INC 53,529.0 $14.2M 0.00% +4K +8.2% $265.15
740 ALG ALAMO GROUP INC Industrials 85,880.0 $14.2M 0.00% +36K +72.6% $164.97 -8.7%
Page 37 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%