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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 11 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LYV LIVE NATION ENTERTAINMENT IN Communication Services 559,497.0 $102.4M 0.02% -400K -41.7% $183.11 +0.8%
202 EQT EQT CORP Energy 1,921,623.0 $102.2M 0.02% -272K -12.4% $53.17 +0.8%
203 FSLR FIRST SOLAR INC Energy 428,187.0 $101.0M 0.02% -32K -6.9% $235.96 -7.7%
204 FERROVIAL NV 1,460,711.0 $100.2M 0.02% -73K -4.7% $68.58
205 CW CURTISS WRIGHT CORP Industrials 129,788.0 $98.3M 0.02% -15K -10.3% $757.76 -8.4%
206 PCG PG&E CORP Utilities 5,838,817.0 $98.2M 0.02% -1.3M -18.4% $16.82 +6.0%
207 FNF FIDELITY NATIONAL FINANCIAL Financial Services 2,068,513.0 $97.6M 0.02% -213K -9.3% $47.16 +4.2%
208 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 315,630.0 $95.0M 0.02% -7K -2.0% $301.03 -25.8%
209 BNL BROADSTONE NET LEASE INC Real Estate 4,586,676.0 $94.8M 0.02% -1.4M -22.9% $20.67 +2.6%
210 IQVIA HLDGS INC 487,108.0 $94.1M 0.02% -7K -1.5% $193.22
211 BMO BANK MONTREAL MEDIUM Financial Services 526,771.0 $93.1M 0.02% -3K -0.6% $176.68 +4.2%
212 FICO FAIR ISAAC CORP Technology 77,548.0 $92.7M 0.02% -15K -16.2% $1194.78 -9.7%
213 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 478,706.0 $92.5M 0.02% -175K -26.8% $193.23 +5.7%
214 GTX GARRETT MOTION INC Consumer Cyclical 2,552,065.0 $92.5M 0.02% -85K -3.2% $36.23 -23.0%
215 SMTC SEMTECH CORP Technology 570,498.0 $92.3M 0.02% -201K -26.0% $161.85 -10.2%
216 CHRW C H ROBINSON WORLDWIDE IN Industrials 485,851.0 $91.5M 0.02% -55K -10.1% $188.34 -23.6%
217 BDX BECTON DICKINSON & CO Healthcare 599,677.0 $90.7M 0.02% -59K -9.0% $151.33 +22.0%
218 GVA GRANITE CONSTR INC Industrials 567,647.0 $89.7M 0.02% -66K -10.4% $158.08 -20.7%
219 ICHR ICHOR HOLDINGS Technology 798,252.0 $89.6M 0.02% -160K -16.7% $112.28 -39.9%
220 TPR TAPESTRY INC Consumer Cyclical 611,891.0 $89.6M 0.02% -307K -33.4% $146.38 -8.5%
Page 11 of 49  ·  964 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%