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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $419.2B AUM 10,263 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 671 New 1862 Added 964 Reduced 160 Exited
Page 6 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DLO DLOCAL LTD Technology 289,146.0 $3.8M 0.00% NEW $12.99 +5.3%
102 WDS WOODSIDE ENERGY GROUP LTD Energy 193,269.0 $3.7M 0.00% NEW $19.32 +22.0%
103 RNW RENEW ENERGY GLOBAL PLC Utilities 593,716.0 $3.7M 0.00% NEW $6.25 +9.0%
104 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 155,052.0 $3.7M 0.00% NEW $23.58 +9.9%
105 NUVATION BIO INC 3,500,000.0 $3.6M 0.00% NEW $1.04
106 OFFICE PPTYS INCOME TR 210,482.0 $3.6M 0.00% NEW $17.00
107 NATWEST GROUP PLC 201,401.0 $3.6M 0.00% NEW $17.63
108 LWLG LIGHTWAVE LOGIC INC Basic Materials 371,394.0 $3.5M 0.00% NEW $9.46 -28.0%
109 E ENI S P A Energy 74,405.0 $3.5M 0.00% NEW $46.86 +19.5%
110 AVEM AMERICAN CENTY ETF TR 36,032.0 $3.5M 0.00% NEW $96.49 -4.1%
111 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 138,374.0 $3.5M 0.00% NEW $25.06 +15.9%
112 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 57,265.0 $3.4M 0.00% NEW $60.22 +19.0%
113 RELX RELX PLC Communication Services 103,792.0 $3.3M 0.00% NEW $31.67 +9.1%
114 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 18,898.0 $3.3M 0.00% NEW $173.12 -7.7%
115 ITOT ISHARES TR 19,663.0 $3.2M 0.00% NEW $164.27 +2.6%
116 IUSV ISHARES TR 28,904.0 $3.2M 0.00% NEW $110.15 +4.4%
117 DFAU DFA US Core Equity ETF 60,591.0 $3.1M 0.00% NEW $51.69 +3.0%
118 WOLF WOLFSPEED INC Technology 64,629.0 $3.1M 0.00% NEW $48.25 -32.9%
119 IYW ISHARES TR 12,159.0 $3.1M 0.00% NEW $252.21 -1.1%
120 AMERICA MOVIL SAB DE C F 117,582.0 $3.1M 0.00% NEW $25.99
Page 6 of 34  ·  671 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 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%