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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 68 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 INSTALLED BLDG PRODS INC 53,529.0 $14.2M 0.00% +4K +8.2% $265.15
1342 FAF FIRST AMERN FINL CORP Financial Services 235,196.0 $14.2M 0.00% $60.29 +13.1%
1343 ALG ALAMO GROUP INC Industrials 85,880.0 $14.2M 0.00% +36K +72.6% $164.97 -9.1%
1344 APLD APPLIED DIGITAL CORP Technology 596,266.0 $14.2M 0.00% +48K +8.7% $23.74 +93.2%
1345 STC STEWART INFORMATION SVCS COR Financial Services 229,772.0 $14.1M 0.00% +70K +44.2% $61.58 +9.9%
1346 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 2,194,783.0 $14.1M 0.00% +623K +39.7% $6.44 +13.8%
1347 LFST LIFESTANCE HEALTH GROUP INC Healthcare 2,210,932.0 $14.1M 0.00% -687K -23.7% $6.37 +16.0%
1348 HIMS HIMS & HERS HEALTH INC Healthcare 678,120.0 $14.1M 0.00% +60K +9.7% $20.76 +14.4%
1349 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 712,071.0 $14.1M 0.00% +7K +1.0% $19.77 +4.5%
1350 WEX WEX INC Technology 91,917.0 $14.1M 0.00% +7K +8.9% $153.04 -1.6%
1351 MZTI MARZETTI COMPANY Consumer Defensive 101,534.0 $14.0M 0.00% +42K +71.2% $138.33 -16.9%
1352 MOH MOLINA HEALTHCARE INC Healthcare 105,228.0 $14.0M 0.00% -32K -23.2% $133.30 +38.1%
1353 EFSC ENTERPRISE FINL SVCS CORP Financial Services 259,048.0 $14.0M 0.00% +9K +3.4% $54.11 +12.4%
1354 HXL HEXCEL CORP NEW Industrials 173,032.0 $14.0M 0.00% +2K +1.1% $80.93 +6.5%
1355 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 881,189.0 $14.0M 0.00% +478K +118.8% $15.89 +9.4%
1356 DDS DILLARDS INC Consumer Cyclical 24,464.0 $14.0M 0.00% +16K +191.2% $572.11 -1.8%
1357 GRUPO AEROMEXICO SAB DE CV 997,099.0 $14.0M 0.00% -6K -0.6% $14.01
1358 TRN TRINITY INDS INC Industrials 433,865.0 $14.0M 0.00% -103K -19.1% $32.18 +1.7%
1359 TWST TWIST BIOSCIENCE CORP Healthcare 293,655.0 $14.0M 0.00% +3K +1.1% $47.52 +27.5%
1360 CWST CASELLA WASTE SYS INC Industrials 174,944.0 $13.9M 0.00% -357K -67.1% $79.34 +10.2%
Page 68 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%