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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 15 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MGY MAGNOLIA OIL & GAS CORP Energy 2,228,804.0 $57.0M 0.01% -24K -1.1% $25.58 +5.1%
282 HPQ HP INC Technology 2,592,814.0 $56.9M 0.01% -2.6M -49.8% $21.94 +36.6%
283 KLIC KULICKE & SOFFA INDS INC Technology 425,162.0 $56.9M 0.01% -71K -14.4% $133.76 -31.2%
284 PBF PBF ENERGY INC Energy 1,246,941.0 $56.8M 0.01% -134K -9.7% $45.52 +65.2%
285 H HYATT HOTELS CORP Consumer Cyclical 289,715.0 $56.2M 0.01% -88K -23.3% $193.84 -7.9%
286 DTM DT MIDSTREAM INC Energy 381,295.0 $56.0M 0.01% -10K -2.6% $146.74 -7.5%
287 KIM KIMCO REALTY CORP Real Estate 2,206,553.0 $55.9M 0.01% -1.0M -31.6% $25.35 -4.4%
288 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 518,497.0 $55.9M 0.01% -85K -14.1% $107.78 +5.0%
289 PSTG EVERPURE INC 694,831.0 $54.7M 0.01% -257K -27.0% $78.79
290 OMC OMNICOM GROUP INC Communication Services 746,331.0 $54.4M 0.01% -234K -23.8% $72.83 +18.5%
291 FTV FORTIVE CORP Technology 884,856.0 $54.1M 0.01% -100K -10.1% $61.09 -2.7%
292 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,411,105.0 $53.8M 0.01% -815K -36.6% $38.10 +5.2%
293 SR SPIRE INC Utilities 688,063.0 $53.7M 0.01% -394K -36.4% $78.09 +6.5%
294 ELAN ELANCO ANIMAL HEALTH INC Healthcare 2,171,870.0 $53.4M 0.01% -71K -3.2% $24.61 -4.0%
295 MRNA MODERNA INC Healthcare 762,777.0 $53.4M 0.01% -315K -29.2% $70.03 -10.1%
296 AWK AMERICAN WTR WKS CO INC NEW Utilities 404,490.0 $53.2M 0.01% -124K -23.5% $131.58 +3.6%
297 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 695,179.0 $53.1M 0.01% -624K -47.3% $76.43 -5.4%
298 LEN LENNAR CORP Consumer Cyclical 586,991.0 $53.1M 0.01% -5K -0.9% $90.49 -6.1%
299 SOFI SOFI TECHNOLOGIES INC Financial Services 2,939,704.0 $52.7M 0.01% -494K -14.4% $17.93 -1.5%
300 GIS GENERAL MILLS INC Consumer Defensive 1,514,083.0 $52.7M 0.01% -8K -0.5% $34.80 +9.5%
Page 15 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%