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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 12 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ENB ENBRIDGE INC Energy 4,759,192.0 $257.4M 0.07% +842K +21.5% $54.09 +2.3%
222 WAB WABTEC Industrials 1,029,883.0 $257.4M 0.07% +11K +1.1% $249.91 +5.6%
223 EBAY EBAY INC. Consumer Cyclical 2,769,379.0 $252.1M 0.07% -118K -4.1% $91.02 +27.6%
224 IDXX IDEXX LABS INC Healthcare 445,804.0 $250.5M 0.07% -20K -4.4% $561.89 -5.9%
225 DASH DOORDASH INC Communication Services 1,663,406.0 $249.8M 0.07% -362K -17.9% $150.15 +6.0%
226 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,739,201.0 $247.7M 0.07% -55K -0.7% $32.01 +5.4%
227 AEE AMEREN CORP Utilities 2,244,925.0 $246.8M 0.07% -139K -5.8% $109.92 -2.3%
228 EA ELECTRONIC ARTS INC Communication Services 1,194,962.0 $243.6M 0.07% -53K -4.2% $203.87 -1.6%
229 KEYS KEYSIGHT TECHNOLOGIES INC Technology 859,085.0 $242.6M 0.07% -82K -8.7% $282.37 +23.6%
230 RRX REGAL REXNORD CORPORATION Industrials 1,284,988.0 $240.6M 0.07% +212K +19.7% $187.26 +5.3%
231 MPC MARATHON PETE CORP Energy 984,658.0 $240.4M 0.07% +183K +22.8% $244.18 +4.4%
232 NKE NIKE INC Consumer Cyclical 4,527,080.0 $239.1M 0.07% -1.7M -26.8% $52.82 -20.7%
233 AXON AXON ENTERPRISE INC Industrials 561,268.0 $238.4M 0.07% +161K +40.1% $424.69 -6.0%
234 EGP EASTGROUP PPTYS INC Real Estate 1,276,536.0 $236.3M 0.06% +266K +26.3% $185.09 +8.5%
235 BX BLACKSTONE INC Financial Services 2,036,523.0 $234.2M 0.06% +14K +0.7% $114.99 +1.8%
236 EW EDWARDS LIFESCIENCES CORP Healthcare 2,893,244.0 $231.7M 0.06% -481K -14.2% $80.08 +1.6%
237 XEL XCEL ENERGY INC Utilities 2,909,492.0 $231.1M 0.06% +118K +4.2% $79.44 -1.9%
238 URI UNITED RENTALS INC Industrials 317,183.0 $231.1M 0.06% +45K +16.4% $728.56 +31.9%
239 CCL CARNIVAL CORP Consumer Cyclical 8,794,634.0 $227.6M 0.06% -17.9M -67.1% $25.88 -3.7%
240 O REALTY INCOME CORP Real Estate 3,644,874.0 $223.0M 0.06% -151K -4.0% $61.18 -0.1%
Page 12 of 162  ·  3,224 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%