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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 62 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 MSGE SPHERE ENTERTAINMENT CO Communication Services 147,202.0 $17.3M 0.01% +15K +11.7% $117.40 -40.9%
1222 AGX ARGAN INC Industrials 31,721.0 $17.3M 0.01% +2K +6.3% $544.65 +18.4%
1223 NOV NOV INC Energy 918,062.0 $17.3M 0.01% -17K -1.9% $18.81 +10.9%
1224 SKYT SKYWATER TECHNOLOGY INC Technology 629,042.0 $17.2M 0.01% -17K -2.6% $27.41 +28.2%
1225 BAYTEX ENERGY CORP 3,867,937.0 $17.2M 0.01% +3.4M +659.4% $4.46
1226 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 52,098.0 $17.2M 0.01% +11K +26.0% $330.63 -3.2%
1227 OLN OLIN CORP Basic Materials 576,883.0 $17.2M 0.01% +416K +258.0% $29.73 -12.5%
1228 DOCU DOCUSIGN INC Technology 361,108.0 $17.1M 0.01% +29K +8.7% $47.41 +3.3%
1229 VRE VERIS RESIDENTIAL INC Real Estate 905,526.0 $17.1M 0.01% -225K -19.9% $18.87 +0.7%
1230 CRUS CIRRUS LOGIC INC Technology 118,105.0 $17.1M 0.01% +3K +2.8% $144.62 +15.2%
1231 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 185,418.0 $17.1M 0.01% -10K -5.3% $92.04 -9.7%
1232 CHH CHOICE HOTELS INTL INC Consumer Cyclical 164,864.0 $17.1M 0.01% +125K +308.8% $103.50 +7.7%
1233 CXT CRANE NXT CO Industrials 420,308.0 $17.1M 0.01% $40.59 -1.3%
1234 HE HAWAIIAN ELEC INDS INC MTN B Utilities 1,148,031.0 $17.0M 0.01% $14.84 -7.7%
1235 MAREX GROUP PLC 380,738.0 $17.0M 0.01% $44.58
1236 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 791,098.0 $17.0M 0.01% +72K +10.0% $21.45 +19.3%
1237 REDWOOD TRUST INC 16,775,000.0 $16.9M 0.01% -1.2M -6.8% $1.01
1238 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 2,916,598.0 $16.9M 0.01% +110K +3.9% $5.80 +7.4%
1239 MRCY MERCURY SYS INC Industrials 231,784.0 $16.9M 0.01% -119K -34.0% $72.91 +32.2%
1240 STANDARDAERO INC 652,917.0 $16.9M 0.01% +18K +2.8% $25.83
Page 62 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%