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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 26 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BROS DUTCH BROS INC Consumer Cyclical 303,858.0 $15.4M 0.00% -164K -35.0% $50.66 +8.5%
502 JHG JANUS HENDERSON GROUP PLC Financial Services 299,619.0 $15.4M 0.00% -356K -54.3% $51.37 +0.8%
503 LYFT LYFT INC Technology 1,154,966.0 $15.4M 0.00% -746K -39.2% $13.30 -0.6%
504 MTCH MATCH GROUP INC NEW Communication Services 499,374.0 $15.3M 0.00% -205K -29.1% $30.71 +15.7%
505 DAVE INC 87,864.0 $15.3M 0.00% -13K -12.7% $174.09
506 TENB TENABLE HLDGS INC Technology 898,200.0 $15.2M 0.00% -119K -11.7% $16.91 +48.5%
507 BUSE FIRST BUSEY CORP Financial Services 596,718.0 $15.1M 0.00% -442K -42.6% $25.27 +5.5%
508 VOYA VOYA FINANCIAL INC Financial Services 219,713.0 $15.0M 0.00% -100K -31.3% $68.32 +19.2%
509 YETI YETI HLDGS INC Consumer Cyclical 410,212.0 $15.0M 0.00% -27K -6.2% $36.59 +21.0%
510 WULF TERAWULF INC Financial Services 1,038,586.0 $15.0M 0.00% -234K -18.4% $14.43 +50.5%
511 APLE APPLE HOSPITALITY REIT INC Real Estate 1,289,729.0 $14.8M 0.00% -511K -28.4% $11.51 +24.1%
512 MYRG MYR GROUP INC Industrials 52,059.0 $14.7M 0.00% -35K -40.0% $282.32 +57.7%
513 SPIRIT AEROSYSTEMS INC 10,000,000.0 $14.7M 0.00% -2.5M -20.3% $1.47
514 BKE BUCKLE INC Consumer Cyclical 290,979.0 $14.7M 0.00% -106K -26.7% $50.36 -4.5%
515 VRRM VERRA MOBILITY CORP Technology 1,016,048.0 $14.5M 0.00% -443K -30.4% $14.29 -8.2%
516 HLMN HILLMAN SOLUTIONS CORP Industrials 1,739,132.0 $14.5M 0.00% -25K -1.4% $8.32 -13.5%
517 INVA INNOVIVA INC Healthcare 620,482.0 $14.5M 0.00% -27K -4.2% $23.30 -3.6%
518 ORA ORMAT TECHNOLOGIES INC Utilities 128,897.0 $14.4M 0.00% -185K -59.0% $111.92 +18.7%
519 BRKR BRUKER CORP Healthcare 399,178.0 $14.4M 0.00% -517K -56.4% $36.12 +20.3%
520 LKQ LKQ CORP Consumer Cyclical 487,253.0 $14.3M 0.00% -7K -1.4% $29.37 -13.2%
Page 26 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%