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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 54 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 PINS PINTEREST INC Communication Services 1,236,046.0 $22.7M 0.01% -323K -20.7% $18.34 +2.6%
1062 QXO QXO INC Industrials 1,165,286.0 $22.6M 0.01% +58K +5.3% $19.42 -11.3%
1063 MAC MACERICH CO Real Estate 1,195,082.0 $22.6M 0.01% -1.3M -51.3% $18.90 +18.4%
1064 SF STIFEL FINL CORP Financial Services 305,127.0 $22.6M 0.01% +86K +39.1% $73.92 -1.1%
1065 FFIN FIRST FINL BANKSHARES INC Financial Services 765,275.0 $22.5M 0.01% +24K +3.3% $29.45 +9.3%
1066 MUSA MURPHY USA INC Consumer Cyclical 45,606.0 $22.5M 0.01% -433.0 -0.9% $493.97 +10.2%
1067 MCY MERCURY GENL CORP NEW Financial Services 255,495.0 $22.5M 0.01% -33K -11.4% $88.15 +16.1%
1068 COLB COLUMBIA BKG SYS INC Financial Services 816,499.0 $22.4M 0.01% +16K +2.0% $27.43 +8.0%
1069 PLUG PLUG PWR INC Industrials 9,904,153.0 $22.4M 0.01% +648K +7.0% $2.26 +46.5%
1070 FRSH FRESHWORKS INC Technology 2,781,269.0 $22.3M 0.01% +446K +19.1% $8.03 +13.0%
1071 AIN ALBANY INTL CORP Consumer Cyclical 426,068.0 $22.2M 0.01% +33K +8.3% $52.21 +16.8%
1072 TARS TARSUS PHARMACEUTICALS INC Healthcare 315,290.0 $22.1M 0.01% -7K -2.2% $70.15 -7.6%
1073 CVCO CAVCO INDS INC DEL Consumer Cyclical 45,670.0 $22.1M 0.01% -8K -14.6% $484.29 +1.5%
1074 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 271,843.0 $22.1M 0.01% -951K -77.8% $81.23 -0.4%
1075 FLUENCE ENERGY INC 21,847,000.0 $21.9M 0.01% NEW $1.00
1076 ALLY ALLY FINL INC Financial Services 558,559.0 $21.9M 0.01% -63K -10.1% $39.23 +9.0%
1077 EVR EVERCORE INC Financial Services 73,400.0 $21.9M 0.01% $298.51 +16.0%
1078 AAL AMERICAN AIRLINES GROUP INC Industrials 2,035,486.0 $21.9M 0.01% +239K +13.3% $10.74 +26.5%
1079 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 221,324.0 $21.8M 0.01% -16K -6.8% $98.42 -4.1%
1080 IVT INVENTRUST PPTYS CORP Real Estate 714,189.0 $21.8M 0.01% +62K +9.5% $30.46 +7.6%
Page 54 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%