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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 12 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CTRA COTERRA ENERGY INC Energy 1,981,013.0 $69.6M 0.02% -206K -9.4% $35.14 -7.3%
222 IT GARTNER INC Technology 431,866.0 $68.4M 0.02% -21K -4.5% $158.34 -7.6%
223 HOMB HOME BANCSHARES INC Financial Services 2,511,892.0 $67.6M 0.02% -265K -9.5% $26.93 -4.6%
224 BKH BLACK HILLS CORP Utilities 973,246.0 $67.6M 0.02% -257K -20.9% $69.41 +6.6%
225 BCPC BALCHEM CORP Basic Materials 393,485.0 $66.7M 0.02% -3K -0.7% $169.48 -5.9%
226 WLK WESTLAKE CORPORATION Basic Materials 564,744.0 $66.0M 0.02% -88K -13.5% $116.82 -24.2%
227 BIIB BIOGEN INC Healthcare 358,838.0 $65.8M 0.02% -17K -4.5% $183.33 +5.2%
228 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 346,148.0 $65.4M 0.02% -36K -9.4% $189.05 +21.0%
229 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 1,525,169.0 $65.0M 0.02% -117K -7.1% $42.61 +31.8%
230 FSS FEDERAL SIGNAL CORP Industrials 593,225.0 $64.2M 0.02% -4K -0.7% $108.14 +2.9%
231 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 706,211.0 $64.0M 0.02% -494K -41.1% $90.67 +1.9%
232 NVMI NOVA LTD Technology 147,255.0 $63.3M 0.02% -1K -0.9% $429.61 +18.5%
233 DTE DTE ENERGY CO Utilities 431,600.0 $63.1M 0.02% -10K -2.3% $146.22 -4.4%
234 NUMI NUSHARES ETF TR 2,525,000.0 $63.0M 0.02% -25K -1.0% $24.95 -0.2%
235 BR BROADRIDGE FINL SOLUTIONS IN Technology 381,923.0 $62.1M 0.02% -4K -1.0% $162.48 -7.3%
236 LAUR LAUREATE ED INC Consumer Defensive 1,745,876.0 $60.8M 0.02% -81K -4.4% $34.84 -7.8%
237 OGS ONE GAS INC Utilities 705,333.0 $60.8M 0.02% -71K -9.2% $86.13 -4.4%
238 SANM SANMINA CORP Technology 467,323.0 $60.6M 0.02% -114K -19.6% $129.64 +81.5%
239 NTR NUTRIEN LTD Basic Materials 798,955.0 $60.1M 0.02% -530K -39.9% $75.26 -4.9%
240 LULU LULULEMON ATHLETICA INC Consumer Cyclical 390,182.0 $59.7M 0.02% -9K -2.4% $153.10 -22.2%
Page 12 of 55  ·  1,084 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%