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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 8 of 94  ·  1,862 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ED CONSOLIDATED EDISON INC Utilities 1,496,457.0 $165.6M 0.04% +278K +22.8% $110.63 -1.5%
142 NXPI NXP SEMICONDUCTORS N V Technology 586,519.0 $164.8M 0.04% +108K +22.5% $281.03 -17.2%
143 CVNA CARVANA CO Consumer Cyclical 2,484,804.0 $163.5M 0.04% +2.1M +487.0% $65.82 +6.5%
144 WST WEST PHARMACEUTICAL SVSC INC Healthcare 446,156.0 $160.2M 0.04% +37K +9.1% $359.00 -3.5%
145 ALAB ASTERA LABS INC Technology 326,756.0 $157.8M 0.04% +47K +16.7% $483.02 -33.7%
146 UNM UNUM GROUP Financial Services 1,762,384.0 $157.6M 0.04% +578K +48.8% $89.40 +2.4%
147 NI NISOURCE INC Utilities 3,248,805.0 $154.5M 0.04% +1.0M +46.3% $47.55 -10.9%
148 CNI CANADIAN NATL RY CO Industrials 1,236,343.0 $147.5M 0.04% +82K +7.2% $119.29 +6.1%
149 RGLD ROYAL GOLD INC Basic Materials 736,785.0 $147.1M 0.04% +259K +54.1% $199.61 +18.5%
150 AXS AXIS CAP HLDGS LTD Financial Services 1,367,832.0 $147.0M 0.04% +62K +4.7% $107.44 -7.0%
151 TKR TIMKEN CO Industrials 1,008,031.0 $146.5M 0.04% +719K +248.3% $145.32 -7.8%
152 HAL HALLIBURTON CO Energy 4,283,060.0 $145.4M 0.04% +640K +17.6% $33.95 +2.3%
153 ATI ATI INC Industrials 737,096.0 $145.3M 0.04% +158K +27.4% $197.10 +17.6%
154 SHEL SHELL PLC Energy 1,865,266.0 $144.6M 0.04% +417K +28.8% $77.54 +18.2%
155 PNW PINNACLE WEST CAP CORP Utilities 1,343,084.0 $143.7M 0.03% +359K +36.5% $107.00 -6.2%
156 HLN HALEON PLC Healthcare 15,332,859.0 $143.1M 0.03% +6.6M +76.3% $9.33 +2.7%
157 AKAM AKAMAI TECHNOLOGIES INC Technology 1,181,586.0 $139.7M 0.03% +110K +10.3% $118.21 +4.0%
158 NTRA NATERA INC Healthcare 499,089.0 $135.5M 0.03% +24K +5.2% $271.45 +15.7%
159 VRSN VERISIGN INC Technology 536,568.0 $135.0M 0.03% +18K +3.5% $251.56 +8.4%
160 D DOMINION ENERGY INC Utilities 1,938,108.0 $132.4M 0.03% +43K +2.3% $68.29 +0.7%
Page 8 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%