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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 42 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OCFC OCEANFIRST FINL CORP Financial Services 622,344.0 $11.2M 0.00% +5K +0.8% $18.04 +4.2%
822 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 585,520.0 $11.2M 0.00% +235K +67.1% $19.15 -6.1%
823 RCKT ROCKET PHARMACEUTICALS INC Healthcare 3,128,753.0 $11.2M 0.00% +3.0M +1880.1% $3.58 -17.0%
824 SUPN SUPERNUS PHARMACEUTICALS Healthcare 216,047.0 $11.2M 0.00% +105K +95.0% $51.69 -5.8%
825 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 641,129.0 $11.1M 0.00% +478K +292.0% $17.30 +14.9%
826 CFR CULLEN FROST BANKERS INC Financial Services 80,910.0 $11.1M 0.00% +3K +4.4% $137.08 +1.4%
827 OWL BLUE OWL CAPITAL INC Financial Services 1,213,433.0 $11.1M 0.00% +37K +3.1% $9.13 +11.7%
828 EMERA INC 211,756.0 $10.9M 0.00% +2K +1.1% $51.67
829 MSA MSA SAFETY INC Industrials 66,497.0 $10.9M 0.00% +3K +4.5% $163.95 +2.8%
830 IDT IDT CORP Communication Services 220,806.0 $10.8M 0.00% +57K +35.0% $49.10 +7.3%
831 ACHR ARCHER AVIATION INC Industrials 2,089,450.0 $10.8M 0.00% +339K +19.3% $5.17 +18.4%
832 RDW REDWIRE CORPORATION Industrials 1,268,657.0 $10.8M 0.00% +1.1M +616.8% $8.50 +73.8%
833 APOGEE THERAPEUTICS INC 128,115.0 $10.8M 0.00% +7K +5.8% $84.17
834 AGCO AGCO CORP Industrials 93,032.0 $10.8M 0.00% +3K +3.9% $115.87 -3.3%
835 GSAT GLOBALSTAR INC Communication Services 161,861.0 $10.8M 0.00% +2K +1.2% $66.42 +24.5%
836 DEA EASTERLY GOVT PPTYS INC Real Estate 497,900.0 $10.7M 0.00% +240K +93.4% $21.43 +11.4%
837 KYMR KYMERA THERAPEUTICS INC Healthcare 128,091.0 $10.7M 0.00% +3K +2.4% $83.29 -3.2%
838 EWTX EDGEWISE THERAPEUTICS INC Healthcare 335,783.0 $10.6M 0.00% +166K +98.1% $31.50 +3.8%
839 GFS GLOBALFOUNDRIES INC Technology 236,445.0 $10.5M 0.00% +47K +24.8% $44.48 +82.9%
840 MTH MERITAGE HOMES CORP Consumer Cyclical 169,491.0 $10.5M 0.00% +11K +7.1% $61.84 +3.3%
Page 42 of 83  ·  1,641 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%