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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 37 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 SWX SOUTHWEST GAS HLDGS INC Utilities 491,826.0 $42.7M 0.01% +157K +46.9% $86.90 +3.2%
722 MGNI MAGNITE INC Communication Services 3,590,025.0 $42.6M 0.01% +59K +1.7% $11.88 +11.0%
723 LSCC LATTICE SEMICONDUCTOR CORP Technology 459,180.0 $42.6M 0.01% +105K +29.6% $92.76 +50.2%
724 MEDP MEDPACE HLDGS INC Healthcare 88,537.0 $42.5M 0.01% +2K +2.0% $480.19 -10.4%
725 AES AES CORP Utilities 3,010,696.0 $42.4M 0.01% +945K +45.8% $14.09 +4.3%
726 CURB CURBLINE PPTYS CORP Real Estate 1,642,905.0 $42.4M 0.01% -426K -20.6% $25.79 +11.2%
727 BURL BURLINGTON STORES INC Consumer Cyclical 130,176.0 $42.4M 0.01% -5K -3.4% $325.38 -2.9%
728 LII LENNOX INTL INC Industrials 90,896.0 $42.2M 0.01% +13K +16.5% $464.13 +3.5%
729 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 1,018,993.0 $42.1M 0.01% +87K +9.3% $41.27 +27.1%
730 TOST TOAST INC Technology 1,584,712.0 $42.0M 0.01% +173K +12.2% $26.51 -12.0%
731 IEX IDEX CORP Industrials 221,040.0 $41.9M 0.01% +45K +25.8% $189.55 +8.5%
732 BBIO BRIDGEBIO PHARMA INC Healthcare 562,696.0 $41.8M 0.01% +68K +13.7% $74.26 -5.4%
733 COMP COMPASS INC Technology 5,713,412.0 $41.8M 0.01% $7.31 +15.9%
734 CVE CENOVUS ENERGY INC Energy 1,575,560.0 $41.7M 0.01% +98K +6.6% $26.46 +14.5%
735 AVNT AVIENT CORPORATION Basic Materials 1,146,778.0 $41.6M 0.01% -311K -21.3% $36.30 -6.0%
736 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,765,489.0 $41.6M 0.01% -16K -0.6% $15.05 -8.8%
737 LECO LINCOLN ELEC HLDGS INC Industrials 166,708.0 $41.5M 0.01% +22K +15.2% $249.08 +4.4%
738 ENS ENERSYS Industrials 238,105.0 $41.4M 0.01% -5K -2.2% $173.72 +37.5%
739 AIT APPLIED INDL TECHNOLOGIES IN Industrials 155,272.0 $41.2M 0.01% +8K +5.3% $265.32 +15.2%
740 ASTS AST SPACEMOBILE INC Technology 496,521.0 $41.1M 0.01% +16K +3.3% $82.87 +16.1%
Page 37 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%