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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 26 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IWD ISHARES TR 319,031.0 $77.3M 0.02% +149K +87.3% $242.43 +5.9%
502 DRI DARDEN RESTAURANTS INC Consumer Cyclical 374,877.0 $77.2M 0.02% -7K -1.8% $206.01 +6.2%
503 MOOG INC 182,177.0 $77.2M 0.02% -6K -3.4% $423.84
504 ONB OLD NATIONAL BANCORP Financial Services 2,970,553.0 $76.9M 0.02% +1.0M +52.1% $25.90 +2.9%
505 ROKU ROKU INC Communication Services 556,047.0 $76.8M 0.02% -15K -2.7% $138.14 +14.2%
506 BNS BANK N S HALIFAX Financial Services 878,257.0 $76.3M 0.02% +10K +1.2% $86.89 +3.7%
507 HDB HDFC BANK LTD Financial Services 2,946,545.0 $76.1M 0.02% +214K +7.8% $25.83 -10.3%
508 FEDEX FGHT HLDG CO INC 502,577.0 $75.9M 0.02% NEW $151.00
509 FCFS FIRSTCASH HOLDINGS INC Financial Services 350,343.0 $75.8M 0.02% -53K -13.1% $216.32 -1.7%
510 TROW PRICE T ROWE GROUP INC Financial Services 664,734.0 $75.6M 0.02% +43K +7.0% $113.69 -3.0%
511 EL ESTEE LAUDER COS INC CL-A CMN CLASS A Consumer Defensive 956,661.0 $75.5M 0.02% +201K +26.5% $78.95 +6.7%
512 DECK DECKERS OUTDOOR CORP Consumer Cyclical 758,495.0 $75.3M 0.02% -15K -2.0% $99.29 -9.8%
513 CMS CMS ENERGY CORP Utilities 983,643.0 $75.2M 0.02% -7K -0.7% $76.50 -7.1%
514 VTI VANGUARD INDEX FDS 201,578.0 $74.6M 0.02% +18K +9.7% $370.04 +2.4%
515 GEHC GE HEALTHCARE Healthcare 1,165,068.0 $74.6M 0.02% -47K -3.9% $64.01 +13.5%
516 VSH VISHAY INTERTECHNOLOGY INC Technology 1,381,163.0 $74.3M 0.02% -119K -7.9% $53.78 -37.7%
517 GNRC GENERAC HLDGS INC Industrials 252,219.0 $73.9M 0.02% +83K +48.7% $292.81 -27.7%
518 CUBE CUBESMART Real Estate 1,854,504.0 $73.8M 0.02% $39.77 +3.0%
519 HBAN HUNTINGTON BANCSHARES INC Financial Services 4,159,294.0 $73.7M 0.02% -29K -0.7% $17.73 -0.4%
520 ULTA ULTA BEAUTY INC Consumer Cyclical 163,451.0 $73.7M 0.02% -5K -2.8% $450.98 +14.6%
Page 26 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%