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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 88 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 DLB DOLBY LABORATORIES INC Technology 116,441.0 $7.0M 0.00% -12K -9.2% $60.06 -10.0%
1742 TPB TURNING PT BRANDS INC Consumer Defensive 80,453.0 $7.0M 0.00% +46K +133.6% $86.79 +5.1%
1743 AG FIRST MAJESTIC SILVER CORP Basic Materials 326,393.0 $7.0M 0.00% -925K -73.9% $21.37 -6.9%
1744 TNDM TANDEM DIABETES CARE INC Healthcare 363,802.0 $7.0M 0.00% -199K -35.4% $19.17 -21.5%
1745 PERIMETER SOLUTIONS INC 284,344.0 $6.9M 0.00% $24.42
1746 SMP STANDARD MTR PRODS INC Consumer Cyclical 199,658.0 $6.9M 0.00% -160K -44.4% $34.74 +6.9%
1747 RNST RENASANT CORP Financial Services 191,964.0 $6.9M 0.00% $36.13 +13.8%
1748 DBX DROPBOX INC Technology 303,838.0 $6.9M 0.00% -174K -36.4% $22.72 +19.9%
1749 PRK PARK NATL CORP Financial Services 42,207.0 $6.9M 0.00% +10K +30.2% $163.45 +3.2%
1750 U HAUL HOLDING COMPANY 154,380.0 $6.9M 0.00% +45K +40.7% $44.67
1751 NIC NICOLET BANKSHARES INC Financial Services 46,250.0 $6.9M 0.00% +19K +71.7% $148.62 -4.2%
1752 DAKT DAKTRONICS INC Technology 348,008.0 $6.8M 0.00% +94K +37.0% $19.55 +0.9%
1753 HLF HERBALIFE LTD Consumer Defensive 462,160.0 $6.8M 0.00% +95K +25.9% $14.72 -13.8%
1754 OZK BANK OZK LITTLE ROCK ARK Financial Services 147,980.0 $6.8M 0.00% +6K +4.5% $45.89 +5.0%
1755 SMR NUSCALE PWR CORP Utilities 625,650.0 $6.8M 0.00% +219K +54.0% $10.84 -4.2%
1756 CDNA CAREDX INC Healthcare 390,294.0 $6.8M 0.00% +56K +16.9% $17.36 +24.3%
1757 AGO ASSURED GUARANTY LTD Financial Services 83,069.0 $6.8M 0.00% +1K +1.7% $81.48 -3.4%
1758 CMP COMPASS MINERALS INTL INC Basic Materials 289,665.0 $6.8M 0.00% +177K +157.1% $23.35 +27.8%
1759 VNO VORNADO RLTY TR Real Estate 259,958.0 $6.8M 0.00% +11K +4.4% $25.99 +21.6%
1760 IMMUNITYBIO INC 879,571.0 $6.7M 0.00% +246K +38.9% $7.67
Page 88 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%