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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 37 of 49  ·  964 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 UFPT UFP TECHNOLOGIES INC Healthcare 23,160.0 $6.1M 0.00% -2K -7.1% $265.13 +21.5%
722 IMNM IMMUNOME INC Healthcare 288,922.0 $6.1M 0.00% -16K -5.3% $21.19 +29.9%
723 FOUR SHIFT4 PMTS INC Technology 125,738.0 $6.1M 0.00% -8K -5.9% $48.64 -1.7%
724 AAT AMERICAN ASSETS TR INC Real Estate 247,436.0 $6.1M 0.00% -10K -4.0% $24.69 -8.1%
725 FBNC FIRST BANCORP Financial Services 95,355.0 $6.1M 0.00% -84K -47.0% $63.93 +2.8%
726 TARS TARSUS PHARMACEUTICALS INC Healthcare 96,819.0 $6.1M 0.00% -218K -69.3% $62.94 +12.2%
727 TAL TAL ED GROUP Consumer Defensive 633,557.0 $6.1M 0.00% -92K -12.7% $9.57 +23.6%
728 DLB DOLBY LABORATORIES INC Technology 114,363.0 $6.0M 0.00% -2K -1.8% $52.58 +16.0%
729 OLED UNIVERSAL DISPLAY CORP Technology 68,635.0 $5.9M 0.00% -5K -6.4% $86.59 -1.4%
730 IRMD IRADIMED CORP Healthcare 61,650.0 $5.9M 0.00% -24K -28.4% $95.56 -7.6%
731 EFSC ENTERPRISE FINANCIAL SERVICE Financial Services 88,748.0 $5.8M 0.00% -170K -65.7% $65.88 +0.2%
732 ALNT ALLIENT INC Technology 56,576.0 $5.8M 0.00% -16K -22.4% $102.93 +6.9%
733 NEXT NEXTDECADE CORP Energy 765,174.0 $5.8M 0.00% -20K -2.6% $7.54 -6.6%
734 RH RH Consumer Cyclical 34,810.0 $5.7M 0.00% -45K -56.2% $164.73 +5.7%
735 CALUMET INC 159,071.0 $5.7M 0.00% -7K -4.2% $36.02
736 BBWI BATH & BODY WORKS INC Consumer Cyclical 247,392.0 $5.7M 0.00% -40K -14.0% $23.13 -15.8%
737 DHT DHT HOLDINGS INC Energy 342,311.0 $5.7M 0.00% -768K -69.2% $16.53 +14.7%
738 SMG SCOTTS MIRACLE GRO CO Basic Materials 82,853.0 $5.6M 0.00% -134K -61.8% $68.11 -13.3%
739 CSTL CASTLE BIOSCIENCES INC Healthcare 231,726.0 $5.5M 0.00% -290K -55.6% $23.85 +26.2%
740 FIG FIGMA INC Technology 304,801.0 $5.5M 0.00% -2.1M -87.1% $18.09 +43.0%
Page 37 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%