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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 33 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 JOE ST JOE CO Real Estate 129,548.0 $8.1M 0.00% -2K -1.8% $62.80 +1.1%
642 LEU CENTRUS ENERGY CORP Energy 46,738.0 $8.1M 0.00% -2K -4.2% $173.59 -3.2%
643 SKYWARD SPECIALTY INS GROUP 181,331.0 $7.9M 0.00% -13K -6.6% $43.68
644 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 201,885.0 $7.9M 0.00% -165K -45.0% $38.97 -13.9%
645 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 131,485.0 $7.7M 0.00% -822.0 -0.6% $58.65 +6.5%
646 VCYT VERACYTE INC Healthcare 238,439.0 $7.7M 0.00% -344K -59.0% $32.21 +33.1%
647 GTLB GITLAB INC Technology 347,989.0 $7.5M 0.00% -72K -17.1% $21.64 +16.8%
648 TBBK BANCORP INC DEL Financial Services 137,845.0 $7.4M 0.00% -6K -4.1% $53.73 -0.3%
649 UNF UNIFIRST CORP MASS Industrials 29,419.0 $7.4M 0.00% -6K -17.9% $251.59 +4.5%
650 HNI HNI CORP Industrials 218,739.0 $7.3M 0.00% -160K -42.3% $33.39 -12.3%
651 LAZ LAZARD INC Financial Services 171,243.0 $7.3M 0.00% -127K -42.7% $42.48 +8.1%
652 CECO CECO ENVIRONMENTAL CORP Industrials 121,866.0 $7.3M 0.00% -137K -52.9% $59.58 +32.1%
653 CSGS CSG SYS INTL INC Technology 89,194.0 $7.1M 0.00% -7K -7.0% $79.94 +0.9%
654 HR HEALTHCARE RLTY TR Real Estate 419,471.0 $7.1M 0.00% -39K -8.6% $16.99 +19.8%
655 DIGITALBRIDGE GROUP INC 462,142.0 $7.1M 0.00% -580K -55.6% $15.42
656 PJT PJT PARTNERS INC Financial Services 50,434.0 $7.0M 0.00% -339.0 -0.7% $139.72 +10.2%
657 DLB DOLBY LABORATORIES INC Technology 116,441.0 $7.0M 0.00% -12K -9.2% $60.06 -11.5%
658 AG FIRST MAJESTIC SILVER CORP Basic Materials 326,393.0 $7.0M 0.00% -925K -73.9% $21.37 -11.1%
659 TNDM TANDEM DIABETES CARE INC Healthcare 363,802.0 $7.0M 0.00% -199K -35.4% $19.17 -26.7%
660 SMP STANDARD MTR PRODS INC Consumer Cyclical 199,658.0 $6.9M 0.00% -160K -44.4% $34.74 +3.6%
Page 33 of 55  ·  1,084 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%