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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 117 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 78,932.0 $3.3M 0.00% -3K -3.7% $41.95 +15.0%
2322 CRITICAL METALS CORP 321,846.0 $3.3M 0.00% +157K +95.5% $10.25
2323 BZH BEAZER HOMES USA INC Consumer Cyclical 117,596.0 $3.3M 0.00% +38K +47.0% $28.05 +18.1%
2324 RELX RELX PLC Communication Services 103,792.0 $3.3M 0.00% NEW $31.67 +13.4%
2325 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 89,878.0 $3.3M 0.00% +9K +11.0% $36.41 +4.8%
2326 WINA WINMARK CORP Consumer Cyclical 7,733.0 $3.3M 0.00% +375.0 +5.1% $423.08 -18.6%
2327 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 18,898.0 $3.3M 0.00% NEW $173.12 -7.6%
2328 NVAX NOVAVAX INC Healthcare 346,415.0 $3.3M 0.00% +23K +7.1% $9.42 -5.1%
2329 PLPC PREFORMED LINE PRODS CO Industrials 7,938.0 $3.3M 0.00% +4K +80.1% $410.56 +4.6%
2330 TRST TRUSTCO BANK CORP Financial Services 58,911.0 $3.2M 0.00% +16K +36.0% $54.91 +3.5%
2331 EFC ELLINGTON FINANCIAL INC Real Estate 237,325.0 $3.2M 0.00% +17K +7.9% $13.61 +0.1%
2332 ITOT ISHARES TR 19,663.0 $3.2M 0.00% NEW $164.27 +2.3%
2333 CTBI COMMUNITY TR BANCORP INC Financial Services 44,568.0 $3.2M 0.00% +471.0 +1.1% $72.36 +5.7%
2334 SGRY SURGERY PARTNERS INC Healthcare 191,487.0 $3.2M 0.00% +25K +14.8% $16.80 -13.6%
2335 MSEX MIDDLESEX WTR CO Utilities 57,101.0 $3.2M 0.00% +18K +45.8% $56.16 +3.7%
2336 MEG ONTERRIS INC Industrials 158,617.0 $3.2M 0.00% -114K -41.8% $20.21 -22.6%
2337 AI C3 AI INC Technology 352,584.0 $3.2M 0.00% +12K +3.4% $9.09 +13.3%
2338 BORR DRILLING LTD 775,933.0 $3.2M 0.00% -3.2M -80.5% $4.13
2339 WVE WAVE LIFE SCIENCES LTD Healthcare 549,282.0 $3.2M 0.00% -108K -16.5% $5.81 -9.0%
2340 PUK PRUDENTIAL PLC Financial Services 118,987.0 $3.2M 0.00% +56K +88.7% $26.81 +5.0%
Page 117 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%