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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 28 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TECK TECK RESOURCES LTD Basic Materials 494,732.0 $29.5M 0.01% +10K +2.1% $59.54 +10.8%
542 SN SHARKNINJA INC Consumer Cyclical 193,347.0 $29.4M 0.01% +42K +28.0% $152.27 +19.0%
543 BFH ALLIANCE DATA SYSTEMS CORP Financial Services 271,275.0 $29.4M 0.01% +7K +2.6% $108.35 +0.1%
544 SCI SERVICE CORP INTL Consumer Cyclical 386,171.0 $29.3M 0.01% +2K +0.6% $75.96 +9.5%
545 VVV VALVOLINE INC Energy 741,814.0 $29.3M 0.01% +319K +75.3% $39.54 -13.8%
546 MTG MGIC INVT CORP WIS Financial Services 1,039,466.0 $29.3M 0.01% +15K +1.4% $28.20 +9.5%
547 PINNACLE FINL PARTNERS INC 288,674.0 $29.1M 0.01% +39K +15.5% $100.88
548 KMX CARMAX INC Consumer Cyclical 550,461.0 $29.1M 0.01% +267K +94.3% $52.89 +11.5%
549 FRSH FRESHWORKS INC Technology 2,866,739.0 $29.0M 0.01% +85K +3.1% $10.12 +29.2%
550 IMAX IMAX CORP Communication Services 727,493.0 $29.0M 0.01% +66K +10.0% $39.86 +34.7%
551 JOYY JOYY INC Communication Services 438,625.0 $28.9M 0.01% +2K +0.5% $65.99 +13.5%
552 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,370,904.0 $28.9M 0.01% +105K +8.3% $21.11 -17.9%
553 IDCC INTERDIGITAL INC Technology 100,600.0 $28.5M 0.01% +8K +9.1% $283.13 +21.8%
554 ST SENSATA TECHNOLOGIES HLDG PL Technology 595,245.0 $28.4M 0.01% +309K +108.2% $47.74 -10.4%
555 CNOB CONNECTONE BANCORP INC Financial Services 849,593.0 $28.4M 0.01% +251K +41.9% $33.44 -4.2%
556 CORZ CORE SCIENTIFIC INC NEW Technology 1,109,645.0 $28.4M 0.01% +77K +7.5% $25.59 -26.8%
557 ANAB ANAPTYSBIO INC Healthcare 420,664.0 $28.4M 0.01% +105K +33.1% $67.50 -12.2%
558 RLJ RLJ LODGING TR Real Estate 2,394,627.0 $28.4M 0.01% +1.7M +238.6% $11.85 -4.3%
559 MCY MERCURY GENL CORP NEW Financial Services 264,456.0 $28.2M 0.01% +9K +3.5% $106.62 -2.2%
560 AMER SPORTS INC 831,372.0 $28.1M 0.01% +195K +30.7% $33.84
Page 28 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%