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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 72 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 NRIX NURIX THERAPEUTICS INC Healthcare 812,601.0 $12.6M 0.00% +28K +3.6% $15.50 +12.9%
1422 AVPT AVEPOINT INC Technology 1,323,766.0 $12.6M 0.00% +186K +16.4% $9.51 +8.2%
1423 GFF GRIFFON CORP Industrials 172,703.0 $12.6M 0.00% -3K -1.8% $72.68 +16.8%
1424 MCB METROPOLITAN BK HLDG CORP Financial Services 150,184.0 $12.5M 0.00% +23K +18.4% $83.29 +9.5%
1425 MHO M/I HOMES INC Consumer Cyclical 102,088.0 $12.5M 0.00% +9K +10.1% $122.45 +6.0%
1426 APEI AMERICAN PUB ED INC Consumer Defensive 219,582.0 $12.5M 0.00% +186K +547.4% $56.88 -9.5%
1427 SLDE SLIDE INS HLDGS INC Financial Services 693,769.0 $12.5M 0.00% +196K +39.3% $18.00 +3.5%
1428 CNR CORE NATURAL RESOURCES INC Energy 118,564.0 $12.4M 0.00% +5K +4.4% $104.73 -19.7%
1429 RGEN REPLIGEN CORP Healthcare 104,991.0 $12.4M 0.00% -88K -45.5% $117.82 -2.3%
1430 VMI VALMONT INDS INC Industrials 30,831.0 $12.3M 0.00% +1K +3.5% $399.57 +28.5%
1431 CBSH COMMERCE BANCSHARES INC Financial Services 250,060.0 $12.3M 0.00% -42K -14.3% $49.20 +6.4%
1432 HLIT HARMONIC INC Technology 1,367,701.0 $12.3M 0.00% +168K +14.0% $8.98 +69.3%
1433 ORRF ORRSTOWN FINL SVCS INC Financial Services 337,968.0 $12.2M 0.00% +309K +1072.0% $36.08 +1.5%
1434 APPF APPFOLIO INC Technology 77,182.0 $12.2M 0.00% +15K +23.5% $157.82 +4.5%
1435 ANDE ANDERSONS INC Consumer Defensive 169,673.0 $12.2M 0.00% +54K +46.4% $71.78 -1.3%
1436 VNOM VIPER ENERGY INC Energy 258,473.0 $12.1M 0.00% +21K +8.6% $46.99 -0.2%
1437 SEALED AIR CORP NEW 288,770.0 $12.1M 0.00% +34K +13.4% $42.05
1438 LNC LINCOLN NATL CORP IND Financial Services 341,264.0 $12.1M 0.00% +17K +5.1% $35.50 +1.5%
1439 BROWN FORMAN CORP 457,285.0 $12.1M 0.00% +67K +17.2% $26.44
1440 THOMSON REUTERS CORP 134,298.0 $12.1M 0.00% $89.97
Page 72 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%