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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 7 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BUFR FIRST TR EXCHNG TRADED FD VI 82,942.0 $3.0M 0.00% NEW $36.53 +2.1%
122 IJH ISHARES TR 37,971.0 $2.9M 0.00% NEW $77.11 +1.0%
123 HMY HARMONY GOLD MNG LTD Basic Materials 192,125.0 $2.9M 0.00% NEW $15.21 +30.0%
124 VOE VANGUARD INDEX FDS 14,728.0 $2.9M 0.00% NEW $197.60 +6.3%
125 OPRA OPERA LTD Communication Services 145,664.0 $2.9M 0.00% NEW $19.83 -0.5%
126 EC ECOPETROL S A Energy 199,087.0 $2.8M 0.00% NEW $14.24 +24.1%
127 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 174,356.0 $2.8M 0.00% NEW $16.03 +12.9%
128 DFAT DIMENSIONAL U S TARGETED 39,003.0 $2.7M 0.00% NEW $69.90 +3.0%
129 HYCROFT MINING HOLDING CORP 115,710.0 $2.7M 0.00% NEW $23.40
130 SPYG SPDR SER TR 22,569.0 $2.7M 0.00% NEW $118.99 +1.8%
131 IVOO VANGUARD ADMIRAL FDS INC 20,379.0 $2.7M 0.00% NEW $130.40 +1.2%
132 HMC HONDA MOTOR LTD Consumer Cyclical 96,827.0 $2.6M 0.00% NEW $27.11 +18.6%
133 TS TENARIS S A Energy 47,009.0 $2.6M 0.00% NEW $55.49 -4.1%
134 UMAC UNUSUAL MACHS INC Financial Services 116,318.0 $2.6M 0.00% NEW $22.30 +42.6%
135 SPDW SPDR INDEX SHS FDS 51,417.0 $2.6M 0.00% NEW $50.39 +2.7%
136 CX CEMEX SAB DE CV Basic Materials 211,594.0 $2.5M 0.00% NEW $12.00 -8.7%
137 QQQM INVESCO NASDAQ 100 ET 8,300.0 $2.5M 0.00% NEW $302.94 -2.1%
138 EFV ISHARES TR 32,635.0 $2.5M 0.00% NEW $76.55 +6.7%
139 AVLV AMERICAN CENTY ETF TR 26,945.0 $2.5M 0.00% NEW $91.21 +3.7%
140 VOT VANGUARD INDEX FDS 8,013.0 $2.5M 0.00% NEW $306.27 +1.0%
Page 7 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%