Nuveen, LLC

CIK: 0001871926Latest portfolio: $381.9B · Q4 2025

Holdings

3,250

Total Value

$381.9B

New Positions

81

Closed Positions

84

#StockSharesValue% PortfolioChangeType
1
NVDANVIDIA CORPORATION
135,827,760$25.3B6.63%-4,523,611
2
MSFTMICROSOFT CORP
48,160,846$23.3B6.10%-1,290,097
3
AAPLAPPLE INC
75,000,920$20.4B5.34%+2.7M
4
AMZNAMAZON COM INC
59,129,590$13.6B3.57%-3,420,204
5
AVGOBROADCOM INC
36,722,111$12.7B3.33%-20,810
6
GOOGALPHABET INC
29,343,955$9.2B2.41%-233,576
7
GOOGLALPHABET INC
29,166,806$9.1B2.39%+479K
8
METAMETA PLATFORMS INC
10,665,328$7.0B1.84%-2,933,304
9
TSLATESLA INC
13,192,551$5.9B1.55%-350,541
10
LLYELI LILLY & CO
5,434,572$5.8B1.53%+18K
11
JPMJPMORGAN CHASE & CO.
14,775,402$4.8B1.25%-597,143
12
MAMASTERCARD INCORPORATED
7,403,000$4.2B1.11%-181,194
13
VVISA INC
8,803,219$3.1B0.81%-520,412
14
WMTWALMART INC
25,650,499$2.9B0.75%-1,315,627
15
BRK/BBERKSHIRE HATHAWAY INC DEL
5,523,523$2.8B0.73%-160,889
16
NXUSNUSHARES ETF TR
101,390,373$2.5B0.66%+101.2M
17
XOMEXXON MOBIL CORP
19,825,671$2.4B0.62%-459,863
18
WFCWELLS FARGO CO NEW
24,226,615$2.3B0.59%-1,660,024
19
JNJJOHNSON & JOHNSON
10,609,171$2.2B0.57%+684K
20
AMATAPPLIED MATLS INC
7,674,424$2.0B0.52%+673K
21
ABBVABBVIE INC
8,608,026$2.0B0.51%+524K
22
NFLXNETFLIX INC
20,579,000$1.9B0.51%+18.4M
23
AXPAMERICAN EXPRESS CO
5,172,484$1.9B0.50%+293K
24
HDHOME DEPOT INC
5,524,820$1.9B0.50%-307,940
25
COSTCOSTCO WHSL CORP NEW
2,172,719$1.9B0.49%-336,382

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NHYB64.4M+64.2M
BBIO 2.25 02/01/2920.0M+10.0M
NOW9.5M+7.4M
RWT 7.75 06/15/2718.0M+5.0M
INTC25.3M+2.9M
NSCI4.1M+2.8M
NDAQ6.1M+2.7M
AAPL75.0M+2.7M
GEVO4.1M+2.1M
BAC16.7M+2.1M

Decreased Positions

NameSharesChange
UBER 0.875 12/01/28 202824.5M-17526000
T25.9M-10546781
NVDA135.8M-4523611
LQD13.6M-4063005
CMCSA19.2M-4057453
ENOV 3.875 10/15/2810.0M-3500000
AMZN59.1M-3420204
BTU 3.25 03/01/2819.4M-3354000
PYPL3.3M-3231325
GEN10.7M-3079851

Sector Breakdown

TechnologyNaN% ($InfinityT)
Consumer CyclicalNaN% ($InfinityT)
Communication ServicesNaN% ($InfinityT)
HealthcareNaN% ($InfinityT)
Financial ServicesNaN% ($InfinityT)
Consumer DefensiveNaN% ($InfinityT)
UnknownNaN% ($InfinityT)
EnergyNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Real EstateNaN% ($InfinityT)
Basic MaterialsNaN% ($InfinityT)
UtilitiesNaN% ($InfinityT)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 12, 2026$381.9B7,671
Q3 2025Nov 12, 2025$378.9T7,714
Q2 2025Aug 12, 2025$361.8T7,719
Q1 2025May 12, 2025$329.6T8,920

Fund Information

CIK0001871926
Most Recent FilingFeb 12, 2026
Number of Filings4

Nuveen, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $381.9B across 3,250 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 6.6% of the portfolio. Compared to the previous quarter, the fund opened 88 new positions and closed 92 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.