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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 17 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IWD ISHARES TR 170,307.0 $36.4M 0.01% -69K -28.9% $213.67 +8.9%
322 MIR MIRION TECHNOLOGIES INC Industrials 1,949,992.0 $36.3M 0.01% -63K -3.1% $18.59 -2.3%
323 ET ENERGY TRANSFER L P Energy 1,872,749.0 $36.1M 0.01% -228K -10.8% $19.30 +4.4%
324 BWXT BWX TECHNOLOGIES INC Industrials 176,190.0 $36.0M 0.01% -44K -20.2% $204.49 -1.2%
325 INVH INVITATION HOMES INC Real Estate 1,441,695.0 $35.8M 0.01% -2.7M -65.3% $24.85 +12.4%
326 WTS WATTS WATER TECHNOLOGIES INC Industrials 123,104.0 $35.7M 0.01% -10K -7.6% $290.29 +2.2%
327 WTFC WINTRUST FINL CORP Financial Services 254,341.0 $35.3M 0.01% -4K -1.7% $138.94 +4.1%
328 SHOO MADDEN STEVEN LTD Consumer Cyclical 1,034,182.0 $35.1M 0.01% -192K -15.6% $33.92 +14.4%
329 WRB BERKLEY W R CORP Financial Services 523,817.0 $34.7M 0.01% -77K -12.8% $66.28 +0.3%
330 PATK PATRICK INDS INC Consumer Cyclical 312,517.0 $34.7M 0.01% -106K -25.4% $111.07 -17.9%
331 ACA ARCOSA INC Industrials 326,440.0 $34.6M 0.01% -68K -17.3% $106.14 +15.1%
332 REZI RESIDEO TECHNOLOGIES INC Industrials 1,027,572.0 $34.6M 0.01% -302K -22.7% $33.71 -15.9%
333 PRDO PERDOCEO ED CORP Consumer Defensive 912,831.0 $34.0M 0.01% -136K -12.9% $37.21 -8.6%
334 CUBI CUSTOMERS BANCORP INC Financial Services 486,933.0 $33.8M 0.01% -77K -13.6% $69.41 +4.3%
335 AROC ARCHROCK INC Energy 966,118.0 $33.6M 0.01% -689K -41.6% $34.80 +11.0%
336 WSBC WESBANCO INC Financial Services 968,556.0 $33.4M 0.01% -17K -1.7% $34.49 -4.1%
337 FOLD AMICUS THERAPEUTIC Healthcare 2,300,567.0 $33.3M 0.01% -2.3M -50.3% $14.46 +0.2%
338 RVMD REVOLUTION MEDICINES INC Healthcare 340,611.0 $33.1M 0.01% -66K -16.2% $97.25 +49.8%
339 BBY BEST BUY INC Consumer Cyclical 514,791.0 $33.0M 0.01% -15K -2.8% $64.20 -9.8%
340 GLOB GLOBANT S A Technology 713,077.0 $32.9M 0.01% -314K -30.6% $46.11 -15.6%
Page 17 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%