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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 74 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 LMB LIMBACH HLDGS INC Industrials 29,394.0 $2.3M 0.00% +2K +6.2% $77.00 -44.0%
1462 TBPH THERAVANCE BIOPHARMA INC Healthcare 133,064.0 $2.3M 0.00% +5K +4.2% $17.00 -0.3%
1463 ABR ARBOR REALTY TRUST INC Real Estate 416,212.0 $2.3M 0.00% +24K +6.0% $5.42 -9.6%
1464 UFCS UNITED FIRE GROUP INC Financial Services 42,889.0 $2.2M 0.00% +3K +7.4% $52.44 +2.3%
1465 XNCR XENCOR INC Healthcare 139,370.0 $2.2M 0.00% +5K +3.4% $16.10 +57.8%
1466 CLBK COLUMBIA FINL INC Financial Services 105,333.0 $2.2M 0.00% +29K +37.8% $21.22 -44.3%
1467 CMPX COMPASS THERAPEUTICS INC Healthcare 1,010,562.0 $2.2M 0.00% +720K +247.3% $2.19 +9.1%
1468 RUM RUM GROUP INC Technology 348,742.0 $2.2M 0.00% +126K +56.4% $6.34 +27.8%
1469 FMBH FIRST MID BANCSHARES INC Financial Services 45,957.0 $2.2M 0.00% +5K +11.7% $48.09 +7.0%
1470 USLM UNITED STS LIME & MINERALS I Basic Materials 21,019.0 $2.2M 0.00% +1K +7.1% $104.67 +12.6%
1471 FCBC FIRST CMNTY BANKSHARES INC V Financial Services 48,746.0 $2.2M 0.00% +12K +34.1% $44.42 +10.7%
1472 SINCLAIR INC 151,606.0 $2.2M 0.00% +57K +61.1% $14.25
1473 NNE NANO NUCLEAR ENERGY INC Industrials 102,184.0 $2.2M 0.00% +20K +23.6% $21.14 -13.7%
1474 LYTS LSI INDS INC OHIO Technology 81,091.0 $2.2M 0.00% +9K +12.8% $26.58 -9.2%
1475 BH BIGLARI HLDGS INC Consumer Cyclical 5,039.0 $2.1M 0.00% +794.0 +18.7% $426.03 -10.0%
1476 SII SPROTT INC Financial Services 19,056.0 $2.1M 0.00% +2K +13.3% $112.59 +4.5%
1477 BROWN FORMAN CORP 77,361.0 $2.1M 0.00% +414.0 +0.5% $27.36
1478 CORE LABORATORIES INC 181,278.0 $2.1M 0.00% +31K +20.8% $11.65
1479 VREX VAREX IMAGING CORP Healthcare 202,203.0 $2.1M 0.00% +87K +75.8% $10.43 +77.0%
1480 RPD RAPID7 INC Technology 260,203.0 $2.1M 0.00% +127K +95.4% $8.10 +55.4%
Page 74 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%