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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 72 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 SHEN SHENANDOAH TELECOMMUNICATION Communication Services 175,255.0 $2.6M 0.00% +70K +65.9% $15.08 -19.3%
1422 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 55,668.0 $2.6M 0.00% +7K +15.0% $47.33 -40.0%
1423 PCT PURECYCLE TECHNOLOGIES INC Industrials 321,566.0 $2.6M 0.00% +2K +0.6% $8.11 -15.2%
1424 USPH U S PHYSICAL THERAPY Healthcare 37,814.0 $2.6M 0.00% +8K +24.9% $68.68 +13.9%
1425 AMRC AMERESCO INC Industrials 94,043.0 $2.6M 0.00% +14K +17.9% $27.60 -7.6%
1426 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 1,072,179.0 $2.6M 0.00% +823K +330.7% $2.42 -2.1%
1427 YSS YORK SPACE SYSTEMS INC Technology 105,365.0 $2.6M 0.00% +85K +409.9% $24.62 -57.7%
1428 IE IVANHOE ELECTRIC INC Technology 266,395.0 $2.6M 0.00% +88K +49.1% $9.61 +5.6%
1429 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 150,777.0 $2.6M 0.00% +51K +51.6% $16.95 +22.9%
1430 MBIN MERCHANTS BANCORP IND Financial Services 50,975.0 $2.5M 0.00% +3K +6.5% $50.00 +8.8%
1431 TYRA TYRA BIOSCIENCES INC Healthcare 78,829.0 $2.5M 0.00% +28K +55.0% $31.94 -18.5%
1432 MOV MOVADO GROUP INC Consumer Cyclical 63,427.0 $2.5M 0.00% +24K +62.0% $39.31 -10.0%
1433 XZO EXZEO GROUP INC Financial Services 145,082.0 $2.4M 0.00% +96K +194.8% $16.87 -4.3%
1434 CRY ARTIVION INC 108,893.0 $2.4M 0.00% +22K +25.1% $22.47 -23.1%
1435 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 96,015.0 $2.4M 0.00% +64K +201.2% $25.44 +9.8%
1436 DFH DREAM FINDERS HOMES INC Consumer Cyclical 140,506.0 $2.4M 0.00% +63K +81.3% $17.26 -17.2%
1437 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 173,430.0 $2.4M 0.00% +26K +17.4% $13.94 -7.5%
1438 CRVS CORVUS PHARMACEUTICALS INC Healthcare 161,821.0 $2.4M 0.00% +13K +8.5% $14.94 -0.7%
1439 BDN BRANDYWINE RLTY TR Real Estate 762,333.0 $2.4M 0.00% +64K +9.2% $3.17 -6.0%
1440 BFST BUSINESS FIRST BANCSHARES IN Financial Services 78,000.0 $2.4M 0.00% +18K +30.8% $30.73 +4.0%
Page 72 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%