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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 35 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 NTB BANK OF N T BUTTERFIELD & SO Financial Services 881,934.0 $52.5M 0.01% -25K -2.7% $59.50 +0.3%
682 WELLS FARGO & CO 45,288.0 $52.4M 0.01% -1K -2.2% $1157.00
683 CMC COMMERCIAL METALS CO Basic Materials 834,190.0 $52.3M 0.01% -103K -11.0% $62.75 +6.9%
684 LASR NLIGHT INC Technology 751,064.0 $52.3M 0.01% +205K +37.6% $69.62 -30.9%
685 ALLE ALLEGION PLC Industrials 371,302.0 $52.2M 0.01% -28K -7.1% $140.49 +16.2%
686 DFTX DEFINIUM THERAPEUTICS INC Healthcare 1,105,314.0 $52.0M 0.01% +407K +58.3% $47.04 -4.4%
687 OMF ONEMAIN HLDGS INC Financial Services 851,542.0 $51.9M 0.01% -683K -44.5% $60.97 +6.4%
688 AIP ARTERIS INC Technology 1,065,102.0 $51.8M 0.01% +291K +37.6% $48.59 -48.7%
689 NOVT NOVANTA INC Technology 318,071.0 $51.6M 0.01% +202K +174.9% $162.24 -8.4%
690 MLI MUELLER INDS INC Industrials 423,713.0 $51.5M 0.01% +14K +3.3% $121.63 -48.0%
691 LII LENNOX INTL INC Industrials 89,860.0 $51.5M 0.01% -1K -1.1% $572.95 -27.2%
692 MSTR MICROSTRATEGY INC Technology 591,571.0 $51.4M 0.01% +14K +2.5% $86.87 +19.5%
693 CCJ CAMECO CORP Energy 503,132.0 $51.3M 0.01% +14K +2.9% $101.89 -4.3%
694 JBT MAREL CORPORATION 352,430.0 $51.1M 0.01% +3K +0.8% $145.00
695 NXT NEXTPOWER INC Technology 428,469.0 $51.0M 0.01% -508K -54.2% $119.14 -23.1%
696 LFUS LITTELFUSE INC Technology 111,926.0 $51.0M 0.01% +10K +9.9% $455.33 -7.5%
697 HAS HASBRO INC Consumer Cyclical 616,932.0 $51.0M 0.01% -48K -7.2% $82.59 +13.8%
698 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,935,301.0 $50.9M 0.01% +170K +6.1% $17.35 -9.7%
699 CLSK CLEANSPARK INC Technology 3,489,025.0 $50.8M 0.01% +393K +12.7% $14.55 -20.2%
700 ADPT ADAPTIVE BIOTECHNOLOGIES COR Healthcare 2,366,155.0 $50.8M 0.01% +1.1M +81.4% $21.45 +18.9%
Page 35 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%