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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $419.2B AUM 10,263 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 671 New 1862 Added 964 Reduced 160 Exited
Page 14 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MTRN MATERION CORP Basic Materials 228,570.0 $68.0M 0.02% +85K +59.6% $297.39 -9.9%
262 CURB CURBLINE PPTYS CORP Real Estate 2,214,635.0 $67.3M 0.02% +572K +34.8% $30.40 -1.7%
263 MAC MACERICH CO Real Estate 2,650,894.0 $66.8M 0.02% +1.5M +121.8% $25.19 -2.5%
264 DT DYNATRACE INC Technology 1,513,646.0 $66.5M 0.02% +175K +13.0% $43.91 +13.1%
265 HQY HEALTHEQUITY INC Healthcare 732,750.0 $66.2M 0.02% +52K +7.7% $90.32 +14.7%
266 NPO ENPRO INC Industrials 175,213.0 $66.0M 0.02% +18K +11.7% $376.93 -12.7%
267 AKR ACADIA REALTY TRUST Real Estate 3,153,491.0 $65.9M 0.02% +137K +4.5% $20.91 +0.5%
268 NUMI NUSHARES ETF TR 2,600,000.0 $65.6M 0.02% +75K +3.0% $25.23 -2.0%
269 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 1,297,310.0 $65.6M 0.02% +599K +85.7% $50.53 -2.6%
270 HEICO CORP NEW 253,102.0 $65.3M 0.02% +3K +1.1% $257.91
271 RPRX ROYALTY PHARMA PLC Healthcare 1,157,659.0 $64.9M 0.01% +352K +43.7% $56.07 +6.6%
272 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 1,298,376.0 $64.9M 0.01% +279K +27.4% $49.98 +6.8%
273 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 752,484.0 $64.9M 0.01% +303K +67.4% $86.20 +0.3%
274 FROG JFROG LTD Technology 705,350.0 $64.1M 0.01% +539K +323.1% $90.88 +2.5%
275 AFRM AFFIRM HLDGS INC Technology 785,978.0 $64.1M 0.01% +149K +23.3% $81.55 -8.3%
276 RDDT REDDIT INC Communication Services 368,543.0 $64.0M 0.01% +83K +29.3% $173.58 -5.5%
277 RB GLOBAL INC 548,787.0 $63.9M 0.01% +12K +2.3% $116.42
278 SCCO SOUTHERN COPPER CORP Basic Materials 365,803.0 $63.7M 0.01% +26K +7.7% $174.26 +7.0%
279 JANUS LIVING INC 2,207,239.0 $63.4M 0.01% +781K +54.8% $28.74
280 OPLN KAR AUCTION SERVICES INC Consumer Cyclical 1,533,198.0 $63.2M 0.01% +820K +115.0% $41.24 -16.9%
Page 14 of 94  ·  1,862 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 36.8%
Financial Services 10.6%
Industrials 9.9%
Consumer Cyclical 9.5%
Healthcare 9.2%
Communication Services 9.1%
Consumer Defensive 4.2%
Energy 3.1%
Real Estate 3.0%
Utilities 2.7%