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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 17 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ITT ITT INC Industrials 808,249.0 $159.8M 0.04% -65K -7.4% $197.76 +9.3%
322 NUE NUCOR CORP Basic Materials 717,546.0 $159.8M 0.04% -7K -1.0% $222.75 +18.8%
323 ALAB ASTERA LABS INC Technology 326,756.0 $157.8M 0.04% +47K +16.7% $483.02 -38.7%
324 UNM UNUM GROUP Financial Services 1,762,384.0 $157.6M 0.04% +578K +48.8% $89.40 +1.3%
325 F FORD MTR CO Consumer Cyclical 11,260,321.0 $156.5M 0.04% -3.9M -25.5% $13.90 +0.0%
326 DUPONT DE NEMOURS INC 1,142,273.0 $154.9M 0.04% NEW $135.64
327 NI NISOURCE INC Utilities 3,248,805.0 $154.5M 0.04% +1.0M +46.3% $47.55 -10.8%
328 ATO ATMOS ENERGY CORP Utilities 896,066.0 $154.4M 0.04% -51K -5.4% $172.27 -0.4%
329 WBD WARNER BROS DISCOVERY INC Communication Services 5,704,372.0 $152.1M 0.04% -344K -5.7% $26.66 +5.4%
330 EME EMCOR GROUP INC Industrials 181,425.0 $150.6M 0.04% -44K -19.7% $829.88 -0.7%
331 RKLB ROCKET LAB CORP Industrials 1,477,833.0 $150.2M 0.04% -37K -2.4% $101.65 -21.5%
332 WPC W P CAREY INC Real Estate 2,096,115.0 $149.9M 0.04% -30K -1.4% $71.50 +0.0%
333 RS RELIANCE INC Basic Materials 400,979.0 $149.8M 0.04% -19K -4.6% $373.60 +12.1%
334 RSG REPUBLIC SVCS INC Industrials 700,764.0 $149.3M 0.04% -41K -5.6% $213.08 +2.2%
335 CNI CANADIAN NATL RY CO Industrials 1,236,343.0 $147.5M 0.04% +82K +7.2% $119.29 +6.4%
336 RGLD ROYAL GOLD INC Basic Materials 736,785.0 $147.1M 0.04% +259K +54.1% $199.61 +16.2%
337 AXS AXIS CAP HLDGS LTD Financial Services 1,367,832.0 $147.0M 0.04% +62K +4.7% $107.44 -5.8%
338 EXR EXTRA SPACE STORAGE INC Real Estate 1,008,216.0 $146.5M 0.04% -493K -32.9% $145.30 +1.8%
339 TKR TIMKEN CO Industrials 1,008,031.0 $146.5M 0.04% +719K +248.3% $145.32 -11.1%
340 HAL HALLIBURTON CO Energy 4,283,060.0 $145.4M 0.04% +640K +17.6% $33.95 +2.7%
Page 17 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 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%