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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 5 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCO MOODYS CORP Financial Services 659,944.0 $287.9M 0.08% -50K -7.0% $436.25 +0.8%
82 MTB M & T BK CORP Financial Services 1,391,099.0 $287.6M 0.08% -9K -0.7% $206.72 -0.3%
83 CEG CONSTELLATION ENERGY CORP Utilities 993,553.0 $277.4M 0.07% -605K -37.9% $279.25 -6.3%
84 AZO AUTOZONE INC Consumer Cyclical 81,917.0 $276.7M 0.07% -78K -48.9% $3377.78 -1.8%
85 SRE SEMPRA Utilities 2,780,549.0 $270.2M 0.07% -915K -24.8% $97.17 -7.3%
86 AIG AMERICAN INTL GROUP INC Financial Services 3,583,383.0 $269.6M 0.07% -886K -19.8% $75.25 +2.9%
87 APP APPLOVIN CORP Technology 670,864.0 $267.0M 0.07% -39K -5.4% $398.00 +23.2%
88 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 937,229.0 $257.9M 0.07% -117K -11.1% $275.18 -8.0%
89 EBAY EBAY INC. Consumer Cyclical 2,769,379.0 $252.1M 0.07% -118K -4.1% $91.02 +25.8%
90 IDXX IDEXX LABS INC Healthcare 445,804.0 $250.5M 0.07% -20K -4.4% $561.89 -3.7%
91 DASH DOORDASH INC Communication Services 1,663,406.0 $249.8M 0.07% -362K -17.9% $150.15 +8.1%
92 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,739,201.0 $247.7M 0.07% -55K -0.7% $32.01 +3.9%
93 AEE AMEREN CORP Utilities 2,244,925.0 $246.8M 0.07% -139K -5.8% $109.92 -3.5%
94 EA ELECTRONIC ARTS INC Communication Services 1,194,962.0 $243.6M 0.07% -53K -4.2% $203.87 -1.2%
95 KEYS KEYSIGHT TECHNOLOGIES INC Technology 859,085.0 $242.6M 0.07% -82K -8.7% $282.37 +20.8%
96 NKE NIKE INC Consumer Cyclical 4,527,080.0 $239.1M 0.07% -1.7M -26.8% $52.82 -19.7%
97 EW EDWARDS LIFESCIENCES CORP Healthcare 2,893,244.0 $231.7M 0.06% -481K -14.2% $80.08 +2.3%
98 CCL CARNIVAL CORP Consumer Cyclical 8,794,634.0 $227.6M 0.06% -17.9M -67.1% $25.88 -4.5%
99 O REALTY INCOME CORP Real Estate 3,644,874.0 $223.0M 0.06% -151K -4.0% $61.18 +0.6%
100 Q QNITY ELECTRONICS INC Technology 1,928,283.0 $222.5M 0.06% -460K -19.2% $115.38 +29.0%
Page 5 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%