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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 48 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 TTEK TETRA TECH INC NEW Industrials 936,404.0 $28.2M 0.01% -280K -23.0% $30.12 -8.9%
942 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 712,034.0 $28.1M 0.01% +17K +2.4% $39.50 +6.7%
943 RDN RADIAN GROUP INC Financial Services 848,662.0 $28.1M 0.01% +34K +4.2% $33.08 +13.7%
944 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 239,666.0 $28.1M 0.01% -28K -10.5% $117.06 -6.8%
945 IOT SAMSARA INC Technology 885,250.0 $28.1M 0.01% +262K +42.1% $31.69 -4.9%
946 FOXA FOX CORP Communication Services 479,357.0 $28.0M 0.01% -3K -0.7% $58.40 +10.0%
947 TVTX TRAVERE THERAPEUTICS INC Healthcare 938,569.0 $27.9M 0.01% -55K -5.5% $29.71 +46.4%
948 ALHC ALIGNMENT HEALTHCARE INC Healthcare 1,580,582.0 $27.8M 0.01% -556K -26.0% $17.62 -7.1%
949 IDCC INTERDIGITAL INC Technology 92,186.0 $27.8M 0.01% -3K -3.5% $302.00 -11.6%
950 TLN TALEN ENERGY CORP Utilities 87,150.0 $27.8M 0.01% +5K +5.5% $319.23 +7.9%
951 PRI PRIMERICA INC Financial Services 110,857.0 $27.8M 0.01% -2K -2.2% $250.48 +12.2%
952 CUSHMAN AND WAKEFIELD LTD 2,263,643.0 $27.8M 0.01% +39K +1.8% $12.26
953 AIZ ASSURANT INC Financial Services 126,869.0 $27.6M 0.01% +2K +1.3% $217.81 +17.4%
954 TOL TOLL BROTHERS INC Consumer Cyclical 202,010.0 $27.6M 0.01% +22K +12.2% $136.47 -0.1%
955 WHR WHIRLPOOL CORP Consumer Cyclical 509,366.0 $27.5M 0.01% +31K +6.4% $53.92 -23.0%
956 KGS KODIAK GAS SVCS INC Energy 470,862.0 $27.5M 0.01% +313K +198.9% $58.32 +24.1%
957 WSO WATSCO INC Industrials 75,300.0 $27.4M 0.01% +14K +23.3% $363.79 +6.3%
958 AXTA AXALTA COATING SYS LTD Basic Materials 987,221.0 $27.3M 0.01% +195K +24.6% $27.70 +5.2%
959 GGG GRACO INC Industrials 323,007.0 $27.3M 0.01% +99K +44.5% $84.65 -11.0%
960 SOUTHSTATE BK CORP 295,129.0 $27.3M 0.01% -84K -22.1% $92.52
Page 48 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%