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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 33 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 ENPH ENPHASE ENERGY INC Energy 465,318.0 $22.9M 0.01% +24K +5.4% $49.24 -22.5%
642 BUSE FIRST BUSEY CORP Financial Services 769,920.0 $22.7M 0.01% +173K +29.0% $29.50 +2.4%
643 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 203,078.0 $22.5M 0.01% +86K +73.0% $111.03 -1.0%
644 GFS GLOBALFOUNDRIES INC Technology 272,726.0 $22.5M 0.01% +36K +15.3% $82.41 -42.5%
645 WABC WESTAMERICA BANCORPORATION Financial Services 382,288.0 $22.4M 0.01% +23K +6.4% $58.67 -0.6%
646 SEADRILL LTD 592,920.0 $22.4M 0.01% +423K +248.4% $37.82
647 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 635,295.0 $22.3M 0.01% +21K +3.5% $35.09 +1.2%
648 PEB PEBBLEBROOK HOTEL TR Real Estate 1,145,594.0 $22.2M 0.01% +741K +183.3% $19.41 -4.4%
649 AWR AMER STATES WTR CO Utilities 268,766.0 $22.2M 0.01% +147K +121.5% $82.63 +8.5%
650 EHC ENCOMPASS HEALTH CORP Healthcare 219,260.0 $22.2M 0.01% +22K +11.4% $101.08 +19.9%
651 BROS DUTCH BROS INC Consumer Cyclical 307,157.0 $22.1M 0.01% +3K +1.1% $71.81 -31.3%
652 SF STIFEL FINL CORP Financial Services 315,694.0 $22.0M 0.01% +11K +3.5% $69.77 +14.6%
653 HLI HOULIHAN LOKEY INC Financial Services 163,937.0 $22.0M 0.01% +47K +39.9% $134.13 -4.1%
654 PFS PROVIDENT FINL SVCS INC Financial Services 927,908.0 $21.9M 0.01% +6K +0.7% $23.64 +0.1%
655 MGP INGREDIENTS INC NEW 22,625,000.0 $21.9M 0.01% +7.6M +50.8% $0.97
656 SEDG SOLAREDGE TECHNOLOGIES INC Energy 375,187.0 $21.9M 0.01% +313K +503.5% $58.44 -47.3%
657 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 411,062.0 $21.9M 0.01% +343K +502.6% $53.30 +3.5%
658 TTD THE TRADE DESK INC Technology 1,209,496.0 $21.9M 0.01% +151K +14.3% $18.08 -26.8%
659 TPG TPG INC Financial Services 538,881.0 $21.9M 0.01% +167K +44.8% $40.55 +27.1%
660 ALGT ALLEGIANT TRAVEL CO Industrials 185,464.0 $21.8M 0.01% +89K +93.2% $117.60 -35.5%
Page 33 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%