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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 102 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 WMK WEIS MKTS INC Consumer Defensive 73,291.0 $5.7M 0.00% +39K +112.2% $78.31 -9.3%
2022 RH RH Consumer Cyclical 34,810.0 $5.7M 0.00% -45K -56.2% $164.73 -13.0%
2023 CALUMET INC 159,071.0 $5.7M 0.00% -7K -4.2% $36.02
2024 CSMD PROFESIONALLY MANAGED PORTFO 156,838.0 $5.7M 0.00% NEW $36.49 -4.1%
2025 BBWI BATH & BODY WORKS INC Consumer Cyclical 247,392.0 $5.7M 0.00% -40K -14.0% $23.13 -17.1%
2026 BANF BANCFIRST CORP Financial Services 51,347.0 $5.7M 0.00% +5K +11.3% $111.13 +1.3%
2027 CAPR CAPRICOR THERAPEUTICS INC Healthcare 236,612.0 $5.7M 0.00% +74K +45.2% $24.08 -71.8%
2028 IIPR INNOVATIVE INDL PPTYS INC Real Estate 91,732.0 $5.7M 0.00% +26K +39.2% $61.98 -8.4%
2029 DHT DHT HOLDINGS INC Energy 342,311.0 $5.7M 0.00% -768K -69.2% $16.53 +19.3%
2030 SMG SCOTTS MIRACLE GRO CO Basic Materials 82,853.0 $5.6M 0.00% -134K -61.8% $68.11 -10.9%
2031 BOKF BOK FINL CORP Financial Services 40,632.0 $5.6M 0.00% +7K +19.9% $138.88 +1.1%
2032 NSP INSPERITY INC Industrials 135,824.0 $5.6M 0.00% +56K +70.2% $41.31 +26.2%
2033 APOG APOGEE ENTERPRISES INC Industrials 122,609.0 $5.6M 0.00% +74K +150.9% $45.74 -9.6%
2034 CAR AVIS BUDGET GROUP Industrials 37,883.0 $5.6M 0.00% +4K +13.1% $147.83 -0.6%
2035 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 394,493.0 $5.6M 0.00% +7K +1.9% $14.14 +18.2%
2036 SUTRO BIOPHARMA INC 167,997.0 $5.6M 0.00% NEW $33.20
2037 LNN LINDSAY CORP Industrials 44,980.0 $5.6M 0.00% +17K +58.7% $123.80 -6.1%
2038 IPI INTREPID POTASH INC Basic Materials 169,711.0 $5.6M 0.00% +56K +48.6% $32.78 +15.6%
2039 IBOTTA INC 162,509.0 $5.6M 0.00% +110K +212.4% $34.16
2040 DX DYNEX CAP INC Real Estate 423,407.0 $5.6M 0.00% +54K +14.5% $13.11 -0.5%
Page 102 of 187  ·  3,735 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 37.9%
Financial Services 10.8%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.5%
Communication Services 6.4%
Consumer Defensive 4.3%
Energy 3.2%
Real Estate 3.1%
Utilities 2.8%