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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 36 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MLI MUELLER INDS INC Industrials 410,121.0 $45.4M 0.01% -47K -10.4% $110.80 +20.6%
702 SJNK SPDR SERIES TRUST 1,815,513.0 $45.4M 0.01% NEW $24.98 +0.2%
703 LUV SOUTHWEST AIRLS CO Industrials 1,201,153.0 $45.1M 0.01% -7K -0.6% $37.57 +8.5%
704 XPO XPO INC Industrials 230,739.0 $44.9M 0.01% $194.55 +8.3%
705 TXT TEXTRON INC Industrials 512,104.0 $44.8M 0.01% +147K +40.2% $87.56 +2.2%
706 PARR PAR PAC HOLDINGS INC Energy 715,780.0 $44.8M 0.01% +4K +0.6% $62.64 -7.7%
707 JBT MAREL CORPORATION 349,808.0 $44.7M 0.01% -15K -4.2% $127.87
708 WAL WESTERN ALLIANCE BANCORP Financial Services 630,904.0 $44.7M 0.01% +22K +3.7% $70.85 +8.7%
709 ICHR ICHOR HOLDINGS Technology 958,330.0 $44.7M 0.01% -179K -15.8% $46.61 +40.1%
710 TYL TYLER TECHNOLOGIES INC Technology 129,739.0 $44.4M 0.01% +8K +6.4% $342.38 -7.3%
711 BCO BRINKS CO Industrials 426,604.0 $44.2M 0.01% +6K +1.5% $103.63 +1.1%
712 TSEM TOWER SEMICONDUCTOR LTD Technology 257,197.0 $43.9M 0.01% +174K +209.3% $170.61 +55.0%
713 MIRM MIRUM PHARMACEUTICALS INC Healthcare 474,227.0 $43.8M 0.01% -29K -5.7% $92.38 +9.0%
714 BANR BANNER CORP Financial Services 719,508.0 $43.7M 0.01% -30K -4.0% $60.68 +6.5%
715 OPCH OPTION CARE HEALTH INC Healthcare 1,620,872.0 $43.6M 0.01% +56K +3.6% $26.92 -20.1%
716 BWA BORGWARNER INC Consumer Cyclical 803,593.0 $43.6M 0.01% +117K +17.1% $54.26 +17.1%
717 MILLROSE PPTYS INC 1,553,023.0 $43.5M 0.01% +691K +80.2% $28.00
718 ONB OLD NATL BANCORP IND Financial Services 1,952,431.0 $43.1M 0.01% -63K -3.1% $22.10 +7.8%
719 ACM AECOM Industrials 508,337.0 $43.1M 0.01% +169K +49.8% $84.82 -17.3%
720 GKOS GLAUKOS CORP Healthcare 398,329.0 $42.9M 0.01% -8K -1.9% $107.66 +29.1%
Page 36 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%