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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 21 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EXPE EXPEDIA GROUP INC Consumer Cyclical 429,244.0 $109.8M 0.03% -12K -2.7% $255.88 +25.6%
402 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 3,230,980.0 $109.5M 0.03% +490K +17.9% $33.88 +8.0%
403 VEEV VEEVA SYS INC Healthcare 616,657.0 $109.4M 0.03% -906K -59.5% $177.47 +36.8%
404 UMBF UMB FINL CORP Financial Services 763,660.0 $109.0M 0.03% +108K +16.4% $142.76 +5.1%
405 WAT WATERS CORP Healthcare 290,613.0 $109.0M 0.03% +13K +4.7% $375.04 +7.0%
406 SBAC SBA COMMUNICATIONS CORP Real Estate 614,493.0 $108.4M 0.03% +380K +162.0% $176.46 +2.8%
407 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 200,059.0 $108.4M 0.03% +9K +4.9% $541.83 -4.3%
408 XYL XYLEM INC Industrials 912,215.0 $107.8M 0.03% -58K -6.0% $118.21 -3.6%
409 PPG PPG INDS INC Basic Materials 888,821.0 $107.8M 0.03% +188K +26.9% $121.29 -7.0%
410 ROP ROPER TECHNOLOGIES INC Industrials 317,264.0 $107.4M 0.03% -98K -23.7% $338.39 +16.5%
411 HRL HORMEL FOODS CORP Consumer Defensive 4,300,642.0 $106.7M 0.03% +1.2M +37.6% $24.82 -1.9%
412 YUM YUM BRANDS INC Consumer Cyclical 663,995.0 $106.1M 0.03% +48K +7.7% $159.86 -9.4%
413 GNW GENWORTH FINANCIAL INC CL A Financial Services 11,184,305.0 $105.9M 0.03% +1.1M +10.9% $9.47 +6.4%
414 BLOCK INC 1,370,192.0 $104.1M 0.03% -84K -5.8% $76.00
415 A AGILENT TECHNOLOGIES INC Healthcare 782,694.0 $104.0M 0.03% -83K -9.6% $132.83 +11.8%
416 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,193,615.0 $103.9M 0.03% -72K -5.7% $87.04 +4.0%
417 FORM FORMFACTOR INC Technology 649,293.0 $103.8M 0.03% -200K -23.6% $159.93 -22.3%
418 MXL MAXLINEAR INC Technology 808,262.0 $103.5M 0.03% -332K -29.1% $128.03 -43.3%
419 FR FIRST INDL RLTY TR INC Real Estate 1,683,994.0 $103.2M 0.03% -203K -10.8% $61.31 +1.7%
420 EQH EQUITABLE HLDGS INC Financial Services 2,340,509.0 $102.7M 0.03% +432K +22.6% $43.88 +15.9%
Page 21 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%