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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 73 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 BMRC BANK OF MARIN BANCORP Financial Services 30,324.0 $777K +4K +15.3% $25.63 +0.6%
1442 TWI TITAN INTL INC ILL Industrials 112,059.0 $774K +894.0 +0.8% $6.91 +7.2%
1443 QUAD QUAD / GRAPHICS INC Industrials 116,415.0 $770K +1K +1.2% $6.61 +10.9%
1444 TITN TITAN MACHY INC Industrials 45,526.0 $761K +239.0 +0.5% $16.72 +19.7%
1445 HY HYSTER-YALE INC Industrials 23,284.0 $757K +123.0 +0.5% $32.51 +3.9%
1446 HNST HONEST CO INC Consumer Cyclical 255,036.0 $750K +2K +0.9% $2.94 +11.2%
1447 NVEC NVE CORP Technology 11,445.0 $750K +74.0 +0.7% $65.50 +28.4%
1448 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 575,079.0 $748K +3K +0.6% $1.30 -38.1%
1449 ALTG ALTA EQUIPMENT GROUP INC Industrials 139,062.0 $747K +100K +258.0% $5.37 +3.2%
1450 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 35,237.0 $746K +208.0 +0.6% $21.18 +0.0%
1451 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 67,786.0 $744K +35K +103.9% $10.98 +0.6%
1452 THRY THRYV HLDGS INC Communication Services 269,964.0 $740K +201K +291.4% $2.74 +29.6%
1453 LMNR LIMONEIRA CO Consumer Defensive 54,789.0 $735K +437.0 +0.8% $13.42 -1.6%
1454 NGVC NATURAL GROCERS BY VITAMIN Consumer Defensive 28,113.0 $727K +179.0 +0.6% $25.85 +12.7%
1455 FMAO FARMERS & MERCHANTS BANCORP Financial Services 28,135.0 $722K +162.0 +0.6% $25.67 +6.1%
1456 PAL PROFICIENT AUTO LOGISTICS IN Industrials 106,259.0 $720K +63K +143.4% $6.78 -27.4%
1457 SNDA SONIDA SENIOR LIVING INC Healthcare 22,162.0 $715K +15K +209.4% $32.25 +14.5%
1458 MVST MICROVAST HOLDINGS INC Industrials 474,695.0 $712K +48K +11.2% $1.50 -16.7%
1459 SEPN SEPTERNA INC Healthcare 29,176.0 $701K +3K +13.1% $24.03 +9.4%
1460 OPRT OPORTUN FINL CORP Financial Services 151,017.0 $696K +80K +111.4% $4.61 +13.2%
Page 73 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%