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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 56 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 DXPE DXP ENTERPRISES INC Industrials 38,905.0 $6.6M 0.00% +8K +27.2% $168.74 +11.2%
1102 HUBG HUB GROUP INC Industrials 147,208.0 $6.4M 0.00% +14K +10.9% $43.79 -8.5%
1103 NN NEXTNAV INC Communication Services 361,303.0 $6.4M 0.00% +84K +30.5% $17.83 -2.8%
1104 SOUN SOUNDHOUND AI INC Technology 990,278.0 $6.4M 0.00% +10K +1.0% $6.47 +7.7%
1105 NTLA INTELLIA THERAPEUTICS INC Healthcare 377,646.0 $6.4M 0.00% +137K +56.8% $16.92 -26.5%
1106 AG FIRST MAJESTIC SILVER CORP Basic Materials 375,639.0 $6.4M 0.00% +49K +15.1% $16.97 +24.9%
1107 DSGX DESCARTES SYS GROUP INC Technology 91,775.0 $6.4M 0.00% +5K +6.2% $69.24 +12.4%
1108 BTU PEABODY ENGR CORP Energy 274,695.0 $6.4M 0.00% +4K +1.6% $23.12 +16.2%
1109 RXRX RECURSION PHARMACEUTICALS IN Healthcare 1,721,154.0 $6.3M 0.00% +557K +47.8% $3.67 -9.0%
1110 SEZL SEZZLE INC Financial Services 36,484.0 $6.3M 0.00% +4K +10.9% $171.63 -31.6%
1111 FLO FLOWERS FOODS INC Consumer Defensive 790,611.0 $6.2M 0.00% +331K +71.9% $7.90 -10.1%
1112 EOSE EOS ENERGY ENTERPRISES INC Industrials 1,057,846.0 $6.2M 0.00% +323K +43.9% $5.88 -41.2%
1113 MPT MEDICAL PPTYS TRUST INC Financial Services 1,343,695.0 $6.2M 0.00% +498K +59.0% $4.62 -11.7%
1114 MPB MID PENN BANCORP INC Financial Services 177,553.0 $6.2M 0.00% +92K +107.8% $34.84 +6.8%
1115 HLF HERBALIFE LTD Consumer Defensive 469,988.0 $6.2M 0.00% +8K +1.7% $13.15 -7.6%
1116 NEO NEOGENOMICS INC Healthcare 423,050.0 $6.2M 0.00% +4K +0.9% $14.59 +13.3%
1117 ASTRANA HEALTH INC 132,822.0 $6.2M 0.00% +47K +54.2% $46.41
1118 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 1,129,488.0 $6.2M 0.00% +893K +377.2% $5.45 -10.8%
1119 NUVB NUVATION BIO INC Healthcare 1,083,628.0 $6.2M 0.00% +570K +110.8% $5.68 +20.2%
1120 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 925,954.0 $6.1M 0.00% +55K +6.3% $6.60 -11.5%
Page 56 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%