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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 15 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MLI MUELLER INDS INC Industrials 410,121.0 $45.4M 0.01% -47K -10.4% $110.80 +23.1%
282 LUV SOUTHWEST AIRLS CO Industrials 1,201,153.0 $45.1M 0.01% -7K -0.6% $37.57 +2.5%
283 JBT MAREL CORPORATION 349,808.0 $44.7M 0.01% -15K -4.2% $127.87
284 ICHR ICHOR HOLDINGS Technology 958,330.0 $44.7M 0.01% -179K -15.8% $46.61 +57.2%
285 MIRM MIRUM PHARMACEUTICALS INC Healthcare 474,227.0 $43.8M 0.01% -29K -5.7% $92.38 +10.6%
286 BANR BANNER CORP Financial Services 719,508.0 $43.7M 0.01% -30K -4.0% $60.68 +5.6%
287 ONB OLD NATL BANCORP IND Financial Services 1,952,431.0 $43.1M 0.01% -63K -3.1% $22.10 +5.4%
288 GKOS GLAUKOS CORP Healthcare 398,329.0 $42.9M 0.01% -8K -1.9% $107.66 +33.8%
289 CURB CURBLINE PPTYS CORP Real Estate 1,642,905.0 $42.4M 0.01% -426K -20.6% $25.79 +7.0%
290 BURL BURLINGTON STORES INC Consumer Cyclical 130,176.0 $42.4M 0.01% -5K -3.4% $325.38 -10.8%
291 AVNT AVIENT CORPORATION Basic Materials 1,146,778.0 $41.6M 0.01% -311K -21.3% $36.30 -7.6%
292 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,765,489.0 $41.6M 0.01% -16K -0.6% $15.05 -8.4%
293 ENS ENERSYS Industrials 238,105.0 $41.4M 0.01% -5K -2.2% $173.72 +36.4%
294 TERN TERNS PHARMACEUTICALS INC Healthcare 772,592.0 $40.7M 0.01% -306K -28.3% $52.72 +0.4%
295 GH GUARDANT HEALTH INC Healthcare 438,357.0 $40.5M 0.01% -35K -7.4% $92.37 +2.8%
296 FRME FIRST MERCHANTS CORP Financial Services 1,043,323.0 $40.4M 0.01% -15K -1.4% $38.73 +1.0%
297 SBAC SBA COMMUNICATIONS CORP Real Estate 234,524.0 $40.4M 0.01% -326K -58.2% $172.11 +16.0%
298 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 1,848,731.0 $40.2M 0.01% -321K -14.8% $21.75 +23.1%
299 CGAU CENTERRA GOLD INC Basic Materials 2,254,019.0 $40.0M 0.01% -454K -16.8% $17.73 -3.8%
300 MADISON SQUARE GARDEN ENTMT 673,526.0 $39.7M 0.01% -51K -7.0% $58.91
Page 15 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%