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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 31 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AXGN AXOGEN INC Healthcare 545,892.0 $25.2M 0.01% +437K +401.1% $46.19 +5.9%
602 NGG NATIONAL GRID PLC Utilities 309,958.0 $25.2M 0.01% +40K +14.9% $81.34 -0.8%
603 LBRT LIBERTY ENERGY INC Energy 953,634.0 $25.0M 0.01% +218K +29.6% $26.19 -23.1%
604 AX AXOS FINANCIAL INC Financial Services 256,326.0 $25.0M 0.01% +6K +2.4% $97.39 -1.3%
605 FLOC FLOWCO HLDGS INC Energy 1,167,581.0 $24.9M 0.01% +429K +58.0% $21.34 +5.6%
606 SBCF SEACOAST BANKING CORP OF FLO Financial Services 748,847.0 $24.9M 0.01% +77K +11.4% $33.25 +5.6%
607 CARG CARGURUS INC Consumer Cyclical 730,183.0 $24.9M 0.01% +260K +55.2% $34.09 +8.7%
608 CNH INDL N V 2,212,700.0 $24.8M 0.01% +22K +1.0% $11.23
609 MIAMI INTL HLDGS INC 668,115.0 $24.8M 0.01% +436K +188.1% $37.16
610 DKS DICKS SPORTING GOODS INC Consumer Cyclical 109,197.0 $24.8M 0.01% +5K +4.9% $226.81 -15.7%
611 FTRE FORTREA HLDGS INC Healthcare 1,421,943.0 $24.7M 0.01% +347K +32.2% $17.40 +4.3%
612 WERN WERNER ENTERPRISES INC Industrials 565,910.0 $24.7M 0.01% +440K +348.2% $43.61 -13.0%
613 EFA ISHARES TR 236,722.0 $24.6M 0.01% +53K +28.8% $103.88 +3.6%
614 AGL AGILON HEALTH INC Healthcare 229,071.0 $24.6M 0.01% +197K +615.9% $107.18 -12.6%
615 ACVA ACV AUCTIONS INC Consumer Cyclical 3,404,665.0 $24.5M 0.01% +1.6M +87.5% $7.19 +3.9%
616 ALGN ALIGN TECHNOLOGY INC Healthcare 144,590.0 $24.4M 0.01% +4K +3.1% $168.66 -3.3%
617 AVA AVISTA CORP Utilities 591,581.0 $24.2M 0.01% +118K +24.8% $40.91 -6.3%
618 OTTR OTTER TAIL CORP Utilities 268,456.0 $24.2M 0.01% +79K +41.9% $89.98 +2.6%
619 FFBC 1ST FINL BANCORP Financial Services 713,150.0 $24.1M 0.01% +35K +5.1% $33.83 -2.7%
620 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 192,024.0 $23.9M 0.01% +51K +35.7% $124.66 +5.8%
Page 31 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%