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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 124 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 MFA MFA FINL INC Real Estate 261,224.0 $2.5M 0.00% $9.69 -8.0%
2462 MNDY MONDAY COM LTD Technology 34,899.0 $2.5M 0.00% -62K -63.8% $72.39 +25.3%
2463 TYRA TYRA BIOSCIENCES INC Healthcare 78,829.0 $2.5M 0.00% +28K +55.0% $31.94 -18.4%
2464 QQQM INVESCO NASDAQ 100 ET 8,300.0 $2.5M 0.00% NEW $302.94 -3.0%
2465 EFV ISHARES TR 32,635.0 $2.5M 0.00% NEW $76.55 +7.4%
2466 MOV MOVADO GROUP INC Consumer Cyclical 63,427.0 $2.5M 0.00% +24K +62.0% $39.31 -11.4%
2467 AVLV AMERICAN CENTY ETF TR 26,945.0 $2.5M 0.00% NEW $91.21 +3.8%
2468 VOT VANGUARD INDEX FDS 8,013.0 $2.5M 0.00% NEW $306.27 -0.3%
2469 XZO EXZEO GROUP INC Financial Services 145,082.0 $2.4M 0.00% +96K +194.8% $16.87 +0.0%
2470 SILA SILA REALTY TRUST INC Real Estate 80,595.0 $2.4M 0.00% -28K -25.8% $30.36 -0.0%
2471 CRY ARTIVION INC 108,893.0 $2.4M 0.00% +22K +25.1% $22.47 -22.4%
2472 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 96,015.0 $2.4M 0.00% +64K +201.2% $25.44 +6.1%
2473 SMH VANECK ETF TRUST 3,724.0 $2.4M 0.00% NEW $655.82 -14.5%
2474 DFH DREAM FINDERS HOMES INC Consumer Cyclical 140,506.0 $2.4M 0.00% +63K +81.3% $17.26 -13.6%
2475 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 173,430.0 $2.4M 0.00% +26K +17.4% $13.94 -5.5%
2476 CRVS CORVUS PHARMACEUTICALS INC Healthcare 161,821.0 $2.4M 0.00% +13K +8.5% $14.94 -3.2%
2477 BDN BRANDYWINE RLTY TR Real Estate 762,333.0 $2.4M 0.00% +64K +9.2% $3.17 -4.4%
2478 SOLID BIOSCIENCES INC 241,642.0 $2.4M 0.00% -159K -39.6% $9.99
2479 PMT PENNYMAC MTG INVT TR Real Estate 213,825.0 $2.4M 0.00% -310K -59.2% $11.28 -17.1%
2480 ESRT EMPIRE ST RLTY TR INC Real Estate 445,624.0 $2.4M 0.00% -476K -51.7% $5.41 -10.9%
Page 124 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%