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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 34 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 213,719.0 $54.1M 0.01% +26K +13.7% $253.16 -18.6%
662 FTV FORTIVE CORP Technology 884,856.0 $54.1M 0.01% -100K -10.1% $61.09 -3.6%
663 WWD WOODWARD INC Industrials 127,026.0 $54.0M 0.01% +13K +11.6% $425.44 -15.4%
664 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,411,105.0 $53.8M 0.01% -815K -36.6% $38.10 +7.8%
665 SR SPIRE INC Utilities 688,063.0 $53.7M 0.01% -394K -36.4% $78.09 +7.0%
666 TWST TWIST BIOSCIENCE CORP Healthcare 522,043.0 $53.7M 0.01% +228K +77.8% $102.88 +38.4%
667 RDN RADIAN GROUP INC Financial Services 1,424,443.0 $53.7M 0.01% +576K +67.8% $37.67 -3.5%
668 ELAN ELANCO ANIMAL HEALTH INC Healthcare 2,171,870.0 $53.4M 0.01% -71K -3.2% $24.61 -0.5%
669 OC OWENS CORNING NEW Industrials 336,187.0 $53.4M 0.01% +13K +3.9% $158.96 -4.8%
670 MRNA MODERNA INC Healthcare 762,777.0 $53.4M 0.01% -315K -29.2% $70.03 +149.5%
671 AIT APPLIED INDL TECHNOLOGIES IN Industrials 157,853.0 $53.4M 0.01% +3K +1.7% $338.15 +2.4%
672 AWK AMERICAN WTR WKS CO INC NEW Utilities 404,490.0 $53.2M 0.01% -124K -23.5% $131.58 +5.4%
673 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 695,179.0 $53.1M 0.01% -624K -47.3% $76.43 -4.5%
674 LEN LENNAR CORP Consumer Cyclical 586,991.0 $53.1M 0.01% -5K -0.9% $90.49 -3.5%
675 LUMN LUMEN TECHNOLOGIES INC Communication Services 6,873,814.0 $52.8M 0.01% +1.5M +28.4% $7.68 -20.2%
676 SOFI SOFI TECHNOLOGIES INC Financial Services 2,939,704.0 $52.7M 0.01% -494K -14.4% $17.93 +2.8%
677 GIS GENERAL MILLS INC Consumer Defensive 1,514,083.0 $52.7M 0.01% -8K -0.5% $34.80 +14.9%
678 SNA SNAP ON INC Industrials 130,727.0 $52.6M 0.01% +1K +0.9% $402.40 -2.1%
679 VALE VALE S A Basic Materials 3,489,558.0 $52.5M 0.01% +299K +9.4% $15.04 -7.5%
680 CHESAPEAKE ENERGY CORP 575,475.0 $52.5M 0.01% -42K -6.9% $91.19
Page 34 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%