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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 38 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 APLD APPLIED DIGITAL CORP Technology 596,266.0 $14.2M 0.00% +48K +8.7% $23.74 +102.3%
742 STC STEWART INFORMATION SVCS COR Financial Services 229,772.0 $14.1M 0.00% +70K +44.2% $61.58 +10.6%
743 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,194,783.0 $14.1M 0.00% +623K +39.7% $6.44 +19.1%
744 HIMS HIMS & HERS HEALTH INC Healthcare 678,120.0 $14.1M 0.00% +60K +9.7% $20.76 +15.7%
745 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 712,071.0 $14.1M 0.00% +7K +1.0% $19.77 +3.9%
746 WEX WEX INC Technology 91,917.0 $14.1M 0.00% +7K +8.9% $153.04 -5.8%
747 MZTI MARZETTI COMPANY Consumer Defensive 101,534.0 $14.0M 0.00% +42K +71.2% $138.33 -18.5%
748 EFSC ENTERPRISE FINL SVCS CORP Financial Services 259,048.0 $14.0M 0.00% +9K +3.4% $54.11 +12.2%
749 HXL HEXCEL CORP NEW Industrials 173,032.0 $14.0M 0.00% +2K +1.1% $80.93 +4.7%
750 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 881,189.0 $14.0M 0.00% +478K +118.8% $15.89 +11.5%
751 DDS DILLARDS INC Consumer Cyclical 24,464.0 $14.0M 0.00% +16K +191.2% $572.11 -3.5%
752 TWST TWIST BIOSCIENCE CORP Healthcare 293,655.0 $14.0M 0.00% +3K +1.1% $47.52 +12.9%
753 CPF CENTRAL PAC FINL CORP Financial Services 433,259.0 $13.8M 0.00% +13K +3.1% $31.96 +8.9%
754 SEIC SEI INVTS CO Financial Services 175,211.0 $13.7M 0.00% +2K +1.1% $78.47 +15.7%
755 MUR MURPHY OIL CORP Energy 332,716.0 $13.7M 0.00% +25K +8.1% $41.25 -8.4%
756 Z ZILLOW GROUP INC Communication Services 331,510.0 $13.7M 0.00% +31K +10.2% $41.38 -11.9%
757 NE NOBLE CORP PLC Energy 278,687.0 $13.7M 0.00% +7K +2.4% $49.07 +6.7%
758 NOVT NOVANTA INC Technology 115,682.0 $13.7M 0.00% +5K +5.0% $118.11 +31.1%
759 LGN LEGENCE CORP Industrials 241,730.0 $13.6M 0.00% +162K +203.1% $56.46 +45.1%
760 GLOBUS MED INC 158,134.0 $13.6M 0.00% +6K +4.2% $86.16
Page 38 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%