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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 51 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 THE BALDWIN INSURANCE GRP IN 270,804.0 $5.9M 0.00% +28K +11.5% $21.94
1002 SYBT STOCK YDS BANCORP INC Financial Services 89,533.0 $5.9M 0.00% +33K +57.1% $66.29 +7.1%
1003 NGVT INGEVITY CORP Basic Materials 83,234.0 $5.9M 0.00% +1K +1.3% $71.23 -8.5%
1004 CNNE CANNAE HLDGS INC Consumer Cyclical 516,711.0 $5.9M 0.00% +8K +1.5% $11.37 +19.1%
1005 UCTT ULTRA CLEAN HLDGS INC Technology 93,871.0 $5.8M 0.00% +4K +4.1% $62.18 +29.0%
1006 ARHS ARHAUS INC Consumer Cyclical 857,141.0 $5.8M 0.00% +105K +14.0% $6.78 -5.8%
1007 SFNC SIMMONS FIRST NATL CORP Financial Services 298,267.0 $5.8M 0.00% +5K +1.5% $19.45 +9.4%
1008 LQDA LIQUIDIA CORPORATION Healthcare 152,225.0 $5.7M 0.00% +1K +0.7% $37.74 +64.2%
1009 PK PARK HOTELS & RESORTS INC Real Estate 543,528.0 $5.7M 0.00% +3K +0.6% $10.53 +8.2%
1010 DNLI DENALI THERAPEUTICS INC Healthcare 295,586.0 $5.7M 0.00% +20K +7.3% $19.20 +0.5%
1011 ALLO ALLOGENE THERAPEUTICS INC Healthcare 2,315,092.0 $5.6M 0.00% +2.0M +751.1% $2.44 -19.7%
1012 GRAL GRAIL INC Healthcare 107,968.0 $5.6M 0.00% +37K +52.4% $51.68 +31.3%
1013 LKFN LAKELAND FINL CORP Financial Services 96,479.0 $5.5M 0.00% +13K +15.3% $57.38 +4.9%
1014 KMPR KEMPER CORP Financial Services 180,736.0 $5.5M 0.00% +8K +4.8% $30.56 -2.9%
1015 PPTA PERPETUA RESOURCES CORP Basic Materials 195,951.0 $5.5M 0.00% +1K +0.7% $28.12 -2.2%
1016 KD KYNDRYL HLDGS INC Technology 414,194.0 $5.4M 0.00% +6K +1.4% $13.12 -8.0%
1017 GIC GLOBAL INDUSTRIAL COMPANY Industrials 168,346.0 $5.3M 0.00% +43K +33.8% $31.52 -7.7%
1018 AMR ALPHA METALLURGICAL RESOUR I Energy 25,756.0 $5.3M 0.00% +203.0 +0.8% $205.27 -16.1%
1019 EEFT EURONET WORLDWIDE INC Technology 79,133.0 $5.3M 0.00% +14K +21.3% $66.37 +0.2%
1020 FDMT 4D MOLECULAR THERAPEUTICS IN Healthcare 561,805.0 $5.2M 0.00% +403K +253.8% $9.31 -6.7%
Page 51 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%