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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 23 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 GRAB GRAB HOLDINGS LIMITED Technology 10,434,193.0 $39.3M 0.01% +265K +2.6% $3.77 -8.5%
442 TKO TKO GROUP HOLDINGS INC Communication Services 195,156.0 $39.3M 0.01% +9K +4.9% $201.31 -4.6%
443 ESNT ESSENT GROUP LTD Financial Services 610,716.0 $39.3M 0.01% +323K +112.6% $64.28 +8.2%
444 CIFR CIPHER DIGITAL INC Financial Services 1,597,623.0 $39.1M 0.01% +156K +10.8% $24.50 -34.3%
445 OUTFRONT MEDIA INC 1,192,009.0 $39.1M 0.01% +422K +54.7% $32.76
446 CUBI CUSTOMERS BANCORP INC Financial Services 493,505.0 $39.0M 0.01% +7K +1.4% $79.10 +2.1%
447 QTWO Q2 HLDGS INC Technology 810,573.0 $39.0M 0.01% +156K +23.9% $48.10 +30.6%
448 WSBC WESBANCO INC Financial Services 987,441.0 $38.5M 0.01% +19K +1.9% $39.03 +8.1%
449 HSIC SCHEIN HENRY INC Healthcare 458,119.0 $38.3M 0.01% +176K +62.3% $83.52 +6.8%
450 TLN TALEN ENERGY CORP Utilities 99,434.0 $38.2M 0.01% +12K +14.1% $384.26 -17.3%
451 KRG KITE REALTY GROUP TRUST Real Estate 1,345,535.0 $38.2M 0.01% +161K +13.6% $28.38 -6.8%
452 CYTK CYTOKINETICS INC Healthcare 447,185.0 $38.1M 0.01% +95K +27.1% $85.19 -10.7%
453 DAR DARLING INGREDIENTS INC Consumer Defensive 695,928.0 $38.0M 0.01% +164K +30.7% $54.62 +25.1%
454 ZM ZOOM COMMUNICATIONS INC Technology 439,829.0 $38.0M 0.01% +16K +3.8% $86.31 +21.3%
455 AN AUTONATION INC Consumer Cyclical 204,289.0 $38.0M 0.01% +3K +1.5% $185.79 +6.0%
456 BRZE BRAZE INC Technology 1,747,584.0 $37.9M 0.01% +300K +20.7% $21.69 +34.3%
457 MIR MIRION TECHNOLOGIES INC Industrials 2,109,181.0 $37.8M 0.01% +159K +8.2% $17.93 -14.5%
458 PRVA PRIVIA HEALTH GROUP INC Healthcare 1,465,145.0 $37.7M 0.01% +517K +54.5% $25.73 -16.4%
459 CECO CECO ENVIRONMENTAL CORP Industrials 414,241.0 $37.6M 0.01% +292K +239.9% $90.74 -15.6%
460 BKU BANKUNITED INC Financial Services 775,724.0 $37.6M 0.01% +272K +54.0% $48.45 -1.4%
Page 23 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%