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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 24 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ICHR ICHOR HOLDINGS Technology 798,252.0 $89.6M 0.02% -160K -16.7% $112.28 -41.1%
462 TPR TAPESTRY INC Consumer Cyclical 611,891.0 $89.6M 0.02% -307K -33.4% $146.38 -9.6%
463 TWLO TWILIO INC Communication Services 433,384.0 $89.4M 0.02% +107K +32.6% $206.33 +12.5%
464 TGTX TG THERAPEUTICS INC Healthcare 1,625,876.0 $89.3M 0.02% +179K +12.4% $54.94 -8.5%
465 GPC GENUINE PARTS CO Consumer Cyclical 754,607.0 $89.0M 0.02% +367K +94.5% $117.98 +11.8%
466 RVMD REVOLUTION MEDICINES INC Healthcare 475,231.0 $89.0M 0.02% +135K +39.5% $187.28 +15.3%
467 TDY TELEDYNE TECHNOLOGIES INC Technology 133,229.0 $88.9M 0.02% +19K +17.0% $666.90 -0.3%
468 FE FIRSTENERGY CORP Utilities 1,867,661.0 $88.8M 0.02% -37K -2.0% $47.54 -0.6%
469 CSTM CONSTELLIUM SE Basic Materials 2,770,828.0 $88.3M 0.02% -57K -2.0% $31.87 -12.2%
470 JBHT HUNT J B TRANS SVCS INC Industrials 305,055.0 $88.3M 0.02% +68K +28.4% $289.43 -5.3%
471 ADC AGREE RLTY CORP Real Estate 1,164,511.0 $88.2M 0.02% +743K +176.5% $75.74 -2.0%
472 ASTS AST SPACEMOBILE INC Technology 991,806.0 $88.1M 0.02% +495K +99.8% $88.86 -24.5%
473 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 365,405.0 $88.1M 0.02% +19K +5.6% $240.97 +5.0%
474 LAMR LAMAR ADVERTISING CO Real Estate 563,269.0 $87.9M 0.02% -221K -28.1% $155.98 -2.7%
475 MTD METTLER TOLEDO INTERNATIONAL Healthcare 68,264.0 $87.2M 0.02% -539.0 -0.8% $1277.51 +9.6%
476 SBRA SABRA HEALTH CARE REIT INC Real Estate 4,464,764.0 $87.1M 0.02% -2.2M -33.1% $19.51 +4.2%
477 SPY SPDR S&P 500 ETF TR Financial Services 117,030.0 $86.5M 0.02% +92K +369.0% $738.83 +3.9%
478 POWI POWER INTEGRATIONS INC Technology 1,020,059.0 $85.4M 0.02% -28K -2.7% $83.76 -30.1%
479 LSCC LATTICE SEMICONDUCTOR CORP Technology 555,465.0 $85.0M 0.02% +96K +21.0% $152.96 -18.8%
480 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,045,176.0 $84.8M 0.02% +11K +1.1% $81.16 -6.9%
Page 24 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%