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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 20 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 VVX V2X INC Industrials 614,603.0 $45.8M 0.01% +118K +23.8% $74.56 +10.0%
382 ARCB ARCBEST CORP Industrials 319,193.0 $45.8M 0.01% +80K +33.4% $143.54 -2.9%
383 ALLY ALLY FINL INC Financial Services 996,010.0 $45.8M 0.01% +437K +78.3% $45.95 -5.1%
384 TPC TUTOR PERINI CORP Industrials 547,501.0 $45.4M 0.01% +74K +15.6% $82.97 +12.2%
385 CLS CELESTICA INC Technology 124,540.0 $45.4M 0.01% +2K +1.9% $364.58 -13.9%
386 QIAGEN NV 1,161,094.0 $45.3M 0.01% +448K +62.9% $38.99
387 HLIO HELIOS TECHNOLOGIES INC Industrials 507,047.0 $45.3M 0.01% +178K +53.9% $89.25 -10.7%
388 SOUTHERN CO 909,382.0 $45.2M 0.01% +262K +40.6% $49.74
389 COLD AMERICOLD REALTY TRUST INC Real Estate 2,875,276.0 $45.2M 0.01% +1.7M +144.4% $15.72 -4.9%
390 JKHY HENRY JACK & ASSOC INC Technology 328,147.0 $45.2M 0.01% +37K +12.7% $137.74 +12.4%
391 ECG EVERUS CONSTR GROUP Industrials 270,820.0 $44.9M 0.01% +75K +38.5% $165.95 -20.2%
392 SEI SOLARIS ENERGY INFRAS INC Energy 558,368.0 $44.9M 0.01% +13K +2.4% $80.46 -21.3%
393 LGN LEGENCE CORP Industrials 526,650.0 $44.9M 0.01% +285K +117.9% $85.23 -23.1%
394 FNV FRANCO NEV CORP Basic Materials 215,012.0 $44.8M 0.01% +10K +5.0% $208.58 +12.8%
395 BURL BURLINGTON STORES INC Consumer Cyclical 141,333.0 $44.8M 0.01% +11K +8.6% $316.80 +6.2%
396 SMCI SUPER MICRO COMPUTER INC Technology 1,519,936.0 $44.6M 0.01% +150K +10.9% $29.33 +28.7%
397 U UNITY SOFTWARE INC Technology 1,558,959.0 $44.6M 0.01% +19K +1.2% $28.58 +64.4%
398 R RYDER SYS INC Industrials 168,783.0 $44.5M 0.01% +77K +84.1% $263.77 -0.8%
399 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 462,105.0 $44.4M 0.01% +100K +27.5% $95.98 +33.2%
400 RALLIANT CORP 596,068.0 $43.9M 0.01% +148K +33.1% $73.63
Page 20 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%