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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 54 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MLYS MINERALYS THERAPEUTICS INC Healthcare 274,843.0 $7.4M 0.00% +163K +145.4% $26.98 -4.6%
1062 GLADSTONE CAP CORP 7,681,000.0 $7.4M 0.00% +1.7M +28.0% $0.96
1063 LOAR LOAR HOLDINGS INC Industrials 91,424.0 $7.4M 0.00% +2K +2.6% $80.61 -7.7%
1064 KD KYNDRYL HLDGS INC Technology 650,545.0 $7.4M 0.00% +236K +57.1% $11.31 +8.8%
1065 PVH PVH CORP Consumer Cyclical 98,955.0 $7.3M 0.00% +3K +3.0% $74.26 +2.5%
1066 RLAY RELAY THERAPEUTICS INC Healthcare 392,691.0 $7.3M 0.00% +90K +29.9% $18.71 +5.3%
1067 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 443,702.0 $7.3M 0.00% +6K +1.3% $16.53 +23.7%
1068 THO THOR INDS INC Consumer Cyclical 97,460.0 $7.3M 0.00% +6K +6.0% $75.16 +4.8%
1069 ALT ALTIMMUNE INC Healthcare 2,405,354.0 $7.3M 0.00% +71K +3.0% $3.04 -3.0%
1070 LILAK LIBERTY LATIN AMERICA LTD Communication Services 937,513.0 $7.3M 0.00% +623K +198.0% $7.79 +5.4%
1071 WEAV WEAVE COMMUNICATIONS INC Technology 1,216,348.0 $7.3M 0.00% +596K +96.1% $5.99 +21.7%
1072 NG NOVAGOLD RESOURCES INC Basic Materials 1,212,396.0 $7.2M 0.00% +116K +10.6% $5.97 +45.0%
1073 HFWA HERITAGE FINL CORP WASH Financial Services 244,361.0 $7.2M 0.00% +9K +4.0% $29.62 -2.3%
1074 RCUS ARCUS BIOSCIENCES INC Healthcare 234,052.0 $7.2M 0.00% +12K +5.6% $30.83 -4.2%
1075 EVER EVERQUOTE INC Communication Services 300,421.0 $7.1M 0.00% +77K +34.2% $23.79 +4.7%
1076 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 676,130.0 $7.1M 0.00% +210K +45.0% $10.57 +10.0%
1077 TPB TURNING PT BRANDS INC Consumer Defensive 84,074.0 $7.1M 0.00% +4K +4.5% $84.81 +2.3%
1078 BHF BRIGHTHOUSE FINL INC Financial Services 112,059.0 $7.1M 0.00% +15K +15.6% $63.30 -15.9%
1079 WOR WORTHINGTON ENTERPRISES INC Industrials 131,903.0 $7.1M 0.00% +48K +58.0% $53.76 +4.9%
1080 INGRAM MICRO HLDG CORP 257,974.0 $7.1M 0.00% +126K +95.4% $27.43
Page 54 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%