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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 68 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 LEGN LEGEND BIOTECH CORP Healthcare 115,112.0 $3.3M 0.00% +18K +18.9% $28.88 -22.0%
1342 ORN ORION GROUP HLDGS INC Industrials 197,213.0 $3.3M 0.00% +62K +45.5% $16.82 -43.2%
1343 CRITICAL METALS CORP 321,846.0 $3.3M 0.00% +157K +95.5% $10.25
1344 BZH BEAZER HOMES USA INC Consumer Cyclical 117,596.0 $3.3M 0.00% +38K +47.0% $28.05 +18.3%
1345 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 89,878.0 $3.3M 0.00% +9K +11.0% $36.41 +7.2%
1346 WINA WINMARK CORP Consumer Cyclical 7,733.0 $3.3M 0.00% +375.0 +5.1% $423.08 -16.8%
1347 NVAX NOVAVAX INC Healthcare 346,415.0 $3.3M 0.00% +23K +7.1% $9.42 -11.0%
1348 PLPC PREFORMED LINE PRODS CO Industrials 7,938.0 $3.3M 0.00% +4K +80.1% $410.56 +5.7%
1349 TRST TRUSTCO BANK CORP Financial Services 58,911.0 $3.2M 0.00% +16K +36.0% $54.91 +4.6%
1350 EFC ELLINGTON FINANCIAL INC Real Estate 237,325.0 $3.2M 0.00% +17K +7.9% $13.61 +1.0%
1351 CTBI COMMUNITY TR BANCORP INC Financial Services 44,568.0 $3.2M 0.00% +471.0 +1.1% $72.36 +6.6%
1352 SGRY SURGERY PARTNERS INC Healthcare 191,487.0 $3.2M 0.00% +25K +14.8% $16.80 -16.5%
1353 MSEX MIDDLESEX WTR CO Utilities 57,101.0 $3.2M 0.00% +18K +45.8% $56.16 +4.2%
1354 AI C3 AI INC Technology 352,584.0 $3.2M 0.00% +12K +3.4% $9.09 +12.6%
1355 PUK PRUDENTIAL PLC Financial Services 118,987.0 $3.2M 0.00% +56K +88.7% $26.81 +3.9%
1356 LOB LIVE OAK BANCSHARES INC Financial Services 78,008.0 $3.2M 0.00% +4K +6.0% $40.84 +1.7%
1357 ALKT ALKAMI TECHNOLOGY INC Technology 174,980.0 $3.2M 0.00% +33K +23.2% $18.12 +12.7%
1358 WGS GENEDX HOLDINGS CORP Healthcare 46,158.0 $3.2M 0.00% +4K +10.1% $68.65 +16.9%
1359 GIII G III APPAREL GROUP LTD Consumer Cyclical 93,591.0 $3.2M 0.00% +15K +19.5% $33.71 +1.2%
1360 COFS CHOICEONE FINANCIA Financial Services 92,779.0 $3.2M 0.00% +37K +67.2% $34.00 -1.1%
Page 68 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%