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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 123 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 DIVERSIFIED ENERGY CO 190,106.0 $2.6M 0.00% $13.86
2442 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 55,668.0 $2.6M 0.00% +7K +15.0% $47.33 -44.2%
2443 HMC HONDA MOTOR LTD Consumer Cyclical 96,827.0 $2.6M 0.00% NEW $27.11 +23.1%
2444 VRRM VERRA MOBILITY CORP Technology 615,574.0 $2.6M 0.00% -400K -39.4% $4.25 +7.3%
2445 THRM GENTHERM INC Consumer Cyclical 76,631.0 $2.6M 0.00% -17K -17.8% $34.11 +18.6%
2446 TS TENARIS S A Energy 47,009.0 $2.6M 0.00% NEW $55.49 -5.1%
2447 PCT PURECYCLE TECHNOLOGIES INC Industrials 321,566.0 $2.6M 0.00% +2K +0.6% $8.11 -16.2%
2448 USPH U S PHYSICAL THERAPY Healthcare 37,814.0 $2.6M 0.00% +8K +24.9% $68.68 +13.9%
2449 EPD ENTERPRISE PRODS PARTNERS L 70,615.0 $2.6M 0.00% -6K -8.0% $36.76
2450 AMRC AMERESCO INC Industrials 94,043.0 $2.6M 0.00% +14K +17.9% $27.60 -22.5%
2451 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 1,072,179.0 $2.6M 0.00% +823K +330.7% $2.42 -1.7%
2452 CCB COASTAL FINL CORP WA Financial Services 33,470.0 $2.6M 0.00% -3K -7.7% $77.51 -40.3%
2453 YSS YORK SPACE SYSTEMS INC Technology 105,365.0 $2.6M 0.00% +85K +409.9% $24.62 -62.1%
2454 UMAC UNUSUAL MACHS INC Financial Services 116,318.0 $2.6M 0.00% NEW $22.30 +23.0%
2455 SPDW SPDR INDEX SHS FDS 51,417.0 $2.6M 0.00% NEW $50.39 +3.2%
2456 STEL STELLAR BANCORP INC Financial Services 65,223.0 $2.6M 0.00% -35K -35.2% $39.32 -0.0%
2457 IE IVANHOE ELECTRIC INC Technology 266,395.0 $2.6M 0.00% +88K +49.1% $9.61 +17.3%
2458 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 150,777.0 $2.6M 0.00% +51K +51.6% $16.95 +28.9%
2459 MBIN MERCHANTS BANCORP IND Financial Services 50,975.0 $2.5M 0.00% +3K +6.5% $50.00 +9.4%
2460 CX CEMEX SAB DE CV Basic Materials 211,594.0 $2.5M 0.00% NEW $12.00 -7.4%
Page 123 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%