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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 30 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TECHNIPFMC PLC 960,623.0 $63.7M 0.01% -799K -45.4% $66.30
582 VLTO VERALTO CORP Industrials 716,581.0 $63.5M 0.01% -1.2M -63.5% $88.68 +8.3%
583 JANUS LIVING INC 2,207,239.0 $63.4M 0.01% +781K +54.8% $28.74
584 OPLN KAR AUCTION SERVICES INC Consumer Cyclical 1,533,198.0 $63.2M 0.01% +820K +115.0% $41.24 -18.8%
585 INSM INSMED INC Healthcare 591,844.0 $63.1M 0.01% +57K +10.7% $106.62 +20.5%
586 TRMB TRIMBLE INC Technology 1,232,356.0 $63.1M 0.01% +59K +5.0% $51.18 +11.4%
587 FIS FIDELITY NATL INFORMATION SV Technology 1,619,376.0 $63.0M 0.01% -1.5M -47.5% $38.88 +5.4%
588 RBC RBC BEARINGS INC Industrials 97,375.0 $62.7M 0.01% +39K +67.8% $644.06 -15.3%
589 GTES GATES INDL CORP PLC Industrials 2,238,401.0 $62.6M 0.01% +61K +2.8% $27.97 -3.0%
590 KGS KODIAK GAS SVCS INC Energy 832,812.0 $62.6M 0.01% +362K +76.9% $75.13 -16.3%
591 POR PORTLAND GEN ELEC CO Utilities 1,202,996.0 $62.4M 0.01% +47K +4.1% $51.83 -2.5%
592 RF REGIONS FINANCIAL CORP NEW Financial Services 2,062,528.0 $62.3M 0.01% -66K -3.1% $30.20 +5.0%
593 KHC KRAFT HEINZ CO Consumer Defensive 2,625,826.0 $62.0M 0.01% +270K +11.5% $23.62 +5.1%
594 KEY KEYCORP Financial Services 2,686,083.0 $61.9M 0.01% +41K +1.5% $23.05 -1.1%
595 VRNS VARONIS SYS INC Technology 1,471,371.0 $61.7M 0.01% +1.2M +386.5% $41.96 +4.2%
596 IOSP INNOSPEC INC Basic Materials 755,723.0 $61.5M 0.01% +112K +17.5% $81.39 +15.0%
597 UNFI UNITED NAT FOODS INC Consumer Defensive 1,342,984.0 $61.3M 0.01% +16K +1.2% $45.67 +2.6%
598 AMKR AMKOR TECHNOLOGY INC Technology 710,410.0 $61.3M 0.01% +32K +4.7% $86.23 -36.4%
599 BUNGE GLOBAL SA 573,923.0 $61.3M 0.01% -14K -2.5% $106.73
600 ARES ARES MANAGEMENT CORPORATION Financial Services 548,225.0 $61.0M 0.01% -1.9M -77.4% $111.31 +26.1%
Page 30 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%