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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 16 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 OKTA OKTA INC Technology 434,413.0 $59.3M 0.01% +67K +18.4% $136.45 +4.3%
302 TDC TERADATA Technology 1,693,332.0 $58.7M 0.01% +477K +39.2% $34.65 -18.9%
303 ILMN ILLUMINA INC Healthcare 333,234.0 $58.6M 0.01% +18K +5.8% $175.83 +7.8%
304 SNEX STONEX GROUP INC Financial Services 492,320.0 $58.3M 0.01% +71K +16.7% $118.50 -44.2%
305 SSRM SSR MINING IN Basic Materials 2,051,259.0 $58.0M 0.01% +248K +13.8% $28.28 +12.3%
306 LPLA LPL FINL HLDGS INC Financial Services 205,383.0 $57.9M 0.01% +40K +23.9% $281.68 +31.3%
307 AEIS ADVANCED ENERGY INDS Industrials 155,136.0 $57.8M 0.01% +47K +42.9% $372.87 -15.7%
308 ESLT ELBIT SYS LTD Industrials 76,213.0 $57.8M 0.01% +2K +3.4% $758.53 +2.9%
309 IONS IONIS PHARMACEUTICALS INC Healthcare 726,282.0 $57.6M 0.01% +78K +12.0% $79.29 -24.7%
310 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 3,324,875.0 $57.6M 0.01% +81K +2.5% $17.31 +8.0%
311 VLYPN VALLEY NATIONAL BANCORP Financial Services 3,925,414.0 $57.5M 0.01% +101K +2.6% $14.65 +74.9%
312 PWP PERELLA WEINBERG PARTNERS Financial Services 3,601,078.0 $57.5M 0.01% +626K +21.0% $15.96 +2.6%
313 IDA IDACORP INC Utilities 379,602.0 $57.4M 0.01% +157K +70.6% $151.30 -5.2%
314 CSL CARLISLE COS INC Industrials 157,994.0 $57.3M 0.01% +3K +1.8% $362.75 -2.1%
315 BEIGENE LTD 201,062.0 $57.3M 0.01% +5K +2.4% $284.97
316 YOU CLEAR SECURE INC Technology 1,026,670.0 $57.2M 0.01% +88K +9.3% $55.73 -21.1%
317 OGE OGE ENERGY CORP Utilities 1,174,276.0 $57.1M 0.01% +88K +8.1% $48.66 -2.3%
318 ENVA ENOVA INTL INC Financial Services 236,162.0 $56.9M 0.01% +118K +99.8% $240.73 +9.8%
319 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 783,514.0 $56.8M 0.01% +18K +2.4% $72.51 +6.7%
320 FELE FRANKLIN ELEC INC Industrials 529,516.0 $56.8M 0.01% +14K +2.8% $107.19 -4.5%
Page 16 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%