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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 12 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FE FIRSTENERGY CORP Utilities 1,867,661.0 $88.8M 0.02% -37K -2.0% $47.54 +0.6%
222 CSTM CONSTELLIUM SE Basic Materials 2,770,828.0 $88.3M 0.02% -57K -2.0% $31.87 -12.1%
223 LAMR LAMAR ADVERTISING CO Real Estate 563,269.0 $87.9M 0.02% -221K -28.1% $155.98 -2.0%
224 MTD METTLER TOLEDO INTERNATIONAL Healthcare 68,264.0 $87.2M 0.02% -539.0 -0.8% $1277.51 +9.8%
225 SBRA SABRA HEALTH CARE REIT INC Real Estate 4,464,764.0 $87.1M 0.02% -2.2M -33.1% $19.51 +4.5%
226 POWI POWER INTEGRATIONS INC Technology 1,020,059.0 $85.4M 0.02% -28K -2.7% $83.76 -30.5%
227 THC TENET HEALTHCARE CORP Healthcare 453,342.0 $84.8M 0.02% -27K -5.6% $187.08 +44.9%
228 RBLX ROBLOX CORP Technology 1,525,461.0 $83.0M 0.02% -543K -26.3% $54.38 -29.6%
229 CORPAY INC 248,437.0 $82.8M 0.02% -16K -6.0% $333.27
230 FRT FEDERAL REALTY INVESTMENT TR Real Estate 666,635.0 $82.3M 0.02% -347K -34.2% $123.44 -4.7%
231 GRMN GARMIN LTD Technology 346,108.0 $82.2M 0.02% -122K -26.0% $237.54 +25.0%
232 COIN COINBASE GLOBAL INC Financial Services 550,305.0 $80.4M 0.02% -21K -3.7% $146.19 +1.3%
233 EIX EDISON INTL Utilities 1,060,056.0 $78.9M 0.02% -20K -1.9% $74.45 -0.6%
234 SUI SUN CMNTYS INC Real Estate 656,780.0 $78.8M 0.02% -468K -41.6% $119.91 +1.3%
235 ON ON SEMICONDUCTOR CORP Technology 830,708.0 $78.5M 0.02% -21K -2.5% $94.54 -17.3%
236 DRI DARDEN RESTAURANTS INC Consumer Cyclical 374,877.0 $77.2M 0.02% -7K -1.8% $206.01 +8.0%
237 MOOG INC 182,177.0 $77.2M 0.02% -6K -3.4% $423.84
238 ROKU ROKU INC Communication Services 556,047.0 $76.8M 0.02% -15K -2.7% $138.14 +15.2%
239 FCFS FIRSTCASH HOLDINGS INC Financial Services 350,343.0 $75.8M 0.02% -53K -13.1% $216.32 -1.8%
240 DECK DECKERS OUTDOOR CORP Consumer Cyclical 758,495.0 $75.3M 0.02% -15K -2.0% $99.29 -8.8%
Page 12 of 49  ·  964 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%