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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 52 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 EPR EPR PPTYS Real Estate 485,575.0 $24.3M 0.01% +128K +35.8% $49.96 +17.5%
1022 DOX AMDOCS LTD Technology 369,488.0 $24.1M 0.01% +11K +3.0% $65.26 -4.4%
1023 CNH INDL N V 2,190,886.0 $24.1M 0.01% +349K +18.9% $11.00
1024 MDA MDA SPACE LTD Technology 953,398.0 $24.1M 0.01% NEW $25.25 +63.1%
1025 LW LAMB WESTON HLDGS INC Consumer Defensive 569,443.0 $24.1M 0.01% +127K +28.6% $42.26 +1.3%
1026 FLR FLUOR CORP Industrials 515,766.0 $24.1M 0.01% +167K +47.7% $46.65 -4.4%
1027 ALGN ALIGN TECHNOLOGY INC Healthcare 140,210.0 $24.0M 0.01% -59K -29.6% $171.43 -4.9%
1028 FSM FORTUNA MNG CORP Basic Materials 2,425,256.0 $24.0M 0.01% -159K -6.2% $9.91 -4.9%
1029 DKNG DRAFTKINGS INC NEW Consumer Cyclical 1,110,787.0 $24.0M 0.01% -477K -30.1% $21.62 +17.5%
1030 TTD THE TRADE DESK INC Technology 1,058,147.0 $24.0M 0.01% -743K -41.3% $22.69 -7.4%
1031 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 313,977.0 $23.9M 0.01% -108K -25.6% $76.16 +10.9%
1032 VB VANGUARD INDEX FDS 91,205.0 $23.9M 0.01% +10K +12.5% $261.92 +9.4%
1033 VTWO VANGUARD SCOTTSDALE FDS 238,272.0 $23.9M 0.01% +23K +10.5% $100.17 +14.0%
1034 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 12,647.0 $23.8M 0.01% +192.0 +1.5% $1884.66 +5.6%
1035 EXTR EXTREME NETWORKS INC Technology 1,576,509.0 $23.8M 0.01% -329K -17.2% $15.08 +58.5%
1036 ESI ELEMENT SOLUTIONS INC Basic Materials 693,889.0 $23.7M 0.01% +26K +3.9% $34.14 +18.2%
1037 CAG CONAGRA BRANDS INC Consumer Defensive 1,505,787.0 $23.7M 0.01% +401K +36.4% $15.72 -14.9%
1038 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,265,755.0 $23.7M 0.01% +46K +3.8% $18.70 -11.9%
1039 QQQ INVESCO QQQ TR Financial Services 41,200.0 $23.7M 0.01% $574.43 +24.4%
1040 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 177,769.0 $23.7M 0.01% +92K +108.5% $133.11 -14.4%
Page 52 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%