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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 20 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LIBERTY MEDIA CORP 1,246,506.0 $118.6M 0.03% +347K +38.6% $95.14
382 OXY OCCIDENTAL PETE CORP Energy 2,429,524.0 $118.0M 0.03% +134K +5.8% $48.57 +23.1%
383 AGG ISHARES TR 1,189,671.0 $117.8M 0.03% NEW $98.98 -1.6%
384 MSCI MSCI INC Financial Services 209,558.0 $117.4M 0.03% -11K -4.8% $560.04 +0.5%
385 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 1,682,635.0 $117.3M 0.03% +157K +10.3% $69.74 -14.7%
386 CRS CARPENTER TECHNOLOGY CORP Industrials 189,082.0 $116.6M 0.03% -37K -16.4% $616.84 -13.8%
387 AHR AMERICAN HEALTHCARE REIT INC Real Estate 2,234,829.0 $116.5M 0.03% +970K +76.7% $52.15 +4.4%
388 PYPL PAYPAL HLDGS INC Financial Services 2,692,864.0 $116.3M 0.03% -214K -7.3% $43.18 +39.9%
389 AFL AFLAC INC Financial Services 991,225.0 $116.2M 0.03% -108K -9.8% $117.25 +3.8%
390 VMC VULCAN MATLS CO Basic Materials 392,455.0 $115.8M 0.03% -15K -3.6% $295.01 -7.9%
391 UAL UNITED AIRLS HLDGS INC Industrials 846,161.0 $115.1M 0.03% +5K +0.6% $135.99 -12.7%
392 NTST NETSTREIT CORP Real Estate 5,313,467.0 $112.3M 0.03% +170K +3.3% $21.13 -2.8%
393 EWBC EAST WEST BANCORP INC Financial Services 869,286.0 $112.2M 0.03% +170K +24.3% $129.09 +4.6%
394 FFIV F5 INC Technology 268,229.0 $111.6M 0.03% +109K +68.5% $415.96 -5.4%
395 RJF RAYMOND JAMES FINANCIAL INC Financial Services 732,955.0 $111.4M 0.03% +9K +1.2% $152.03 +17.9%
396 PLXS PLEXUS CORP Technology 368,366.0 $110.8M 0.03% +6K +1.6% $300.67 -15.8%
397 DB DEUTSCHE BANK AG Financial Services 3,267,083.0 $110.3M 0.03% -86K -2.6% $33.77 +12.8%
398 WY WEYERHAEUSER CO Real Estate 4,606,116.0 $110.3M 0.03% $23.94 -1.4%
399 SPXC SPX TECHNOLOGIES INC Industrials 448,492.0 $110.0M 0.03% -111K -19.8% $245.17 -13.3%
400 ESE ESCO TECHNOLOGIES INC Technology 313,925.0 $109.9M 0.03% -49K -13.4% $350.04 -12.4%
Page 20 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%