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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 66 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 ALRM ALARM COM HLDGS INC Technology 351,021.0 $15.2M 0.00% +35K +10.9% $43.19 +1.2%
1302 BFLY BUTTERFLY NETWORK INC Healthcare 3,749,936.0 $15.1M 0.00% +3.2M +579.2% $4.04 +10.9%
1303 BUSE FIRST BUSEY CORP Financial Services 596,718.0 $15.1M 0.00% -442K -42.6% $25.27 +6.2%
1304 TPG TPG INC Financial Services 372,191.0 $15.1M 0.00% +100K +37.0% $40.51 +0.4%
1305 KFY KORN FERRY Industrials 238,572.0 $15.0M 0.00% +55K +29.8% $62.95 +5.9%
1306 VOYA VOYA FINANCIAL INC Financial Services 219,713.0 $15.0M 0.00% -100K -31.3% $68.32 +20.6%
1307 EMB ISHARES TR 159,800.0 $15.0M 0.00% NEW $93.93 +1.1%
1308 YETI YETI HLDGS INC Consumer Cyclical 410,212.0 $15.0M 0.00% -27K -6.2% $36.59 +22.1%
1309 WULF TERAWULF INC Financial Services 1,038,586.0 $15.0M 0.00% -234K -18.4% $14.43 +49.9%
1310 SPSC SPS COMM INC Technology 269,039.0 $15.0M 0.00% $55.67 -3.5%
1311 G GENPACT LIMITED Technology 401,875.0 $15.0M 0.00% +94K +30.5% $37.25 -14.1%
1312 IDYA IDEAYA BIOSCIENCES INC Healthcare 448,273.0 $14.9M 0.00% +74K +19.9% $33.32 -11.3%
1313 MGRC MCGRATH RENTCORP Industrials 135,417.0 $14.9M 0.00% +25K +22.3% $110.28 -0.5%
1314 JOBY JOBY AVIATION INC Industrials 1,799,205.0 $14.9M 0.00% +222K +14.1% $8.26 +25.9%
1315 NFG NATIONAL FUEL GAS CO Energy 158,130.0 $14.9M 0.00% +11K +7.2% $93.96 -13.5%
1316 APLE APPLE HOSPITALITY REIT INC Real Estate 1,289,729.0 $14.8M 0.00% -511K -28.4% $11.51 +26.1%
1317 DVA DAVITA INC Healthcare 96,498.0 $14.8M 0.00% +3K +2.9% $153.69 +29.3%
1318 SIRIUSPOINT LTD 687,957.0 $14.8M 0.00% +20K +3.0% $21.54
1319 NVST ENVISTA HOLDINGS CORPORATION Healthcare 579,534.0 $14.7M 0.00% +366K +171.7% $25.37 -6.9%
1320 MYRG MYR GROUP INC Industrials 52,059.0 $14.7M 0.00% -35K -40.0% $282.32 +55.5%
Page 66 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%