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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 39 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 AN AUTONATION INC Consumer Cyclical 201,182.0 $39.3M 0.01% +27K +15.5% $195.26 -4.5%
762 PRIM PRIMORIS SVCS CORP Industrials 274,081.0 $39.2M 0.01% -135K -32.9% $143.04 -25.4%
763 DAWN DAY ONE BIOPHARMACEUTICALS I Healthcare 1,823,998.0 $39.1M 0.01% +1.3M +249.1% $21.44 +0.4%
764 KGC KINROSS GOLD CORP Basic Materials 1,282,919.0 $39.1M 0.01% $30.48 -5.9%
765 FHN FIRST HORIZON CORPORATION Financial Services 1,715,484.0 $39.0M 0.01% +159K +10.2% $22.76 +5.9%
766 WBS WEBSTER FINL CORP Financial Services 561,273.0 $39.0M 0.01% +10K +1.7% $69.42 +5.3%
767 GPN GLOBAL PMTS INC Industrials 578,540.0 $38.9M 0.01% +66K +13.0% $67.30 +7.9%
768 UE URBAN EDGE PPTYS Real Estate 1,946,173.0 $38.9M 0.01% +989K +103.3% $19.98 +10.0%
769 ILMN ILLUMINA INC Healthcare 314,903.0 $38.8M 0.01% -93K -22.8% $123.26 +17.5%
770 RPRX ROYALTY PHARMA PLC Healthcare 805,811.0 $38.7M 0.01% +78K +10.8% $47.97 +10.6%
771 STLA STELLANTIS N.V Consumer Cyclical 5,518,930.0 $38.5M 0.01% +667K +13.7% $6.98 +7.9%
772 DOCN DIGITALOCEAN HLDGS INC Technology 448,145.0 $38.4M 0.01% +295K +192.7% $85.78 +84.6%
773 RDDT REDDIT INC Communication Services 285,087.0 $38.4M 0.01% +31K +12.0% $134.65 +9.0%
774 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 414,952.0 $38.3M 0.01% +130K +45.6% $92.27 +20.3%
775 HALO HALOZYME THERAPEUTICS INC Healthcare 592,124.0 $38.3M 0.01% -108K -15.4% $64.63 +6.0%
776 CRBG COREBRIDGE FINL INC Financial Services 1,596,414.0 $38.1M 0.01% +171K +12.0% $23.86 +15.9%
777 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 449,568.0 $38.1M 0.01% -43K -8.8% $84.64 -7.2%
778 EXLS EXLSERVICE HLDGS INC Technology 1,238,711.0 $37.7M 0.01% -228K -15.6% $30.45 -4.0%
779 MMSI MERIT MED SYS INC Healthcare 546,134.0 $37.6M 0.01% +64K +13.3% $68.93 -7.7%
780 TKO TKO GROUP HOLDINGS INC Communication Services 186,058.0 $37.5M 0.01% $201.65 -3.7%
Page 39 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%