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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 39 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 TPC TUTOR PERINI CORP Industrials 547,501.0 $45.4M 0.01% +74K +15.6% $82.97 +8.9%
762 HIW HIGHWOODS PPTYS INC Real Estate 1,505,944.0 $45.4M 0.01% -24K -1.6% $30.16 +3.6%
763 CLS CELESTICA INC Technology 124,540.0 $45.4M 0.01% +2K +1.9% $364.58 -17.3%
764 QIAGEN NV 1,161,094.0 $45.3M 0.01% +448K +62.9% $38.99
765 CDW CDW CORP Technology 321,893.0 $45.3M 0.01% -15K -4.6% $140.64 -2.4%
766 HLIO HELIOS TECHNOLOGIES INC Industrials 507,047.0 $45.3M 0.01% +178K +53.9% $89.25 -14.6%
767 SOUTHERN CO 909,382.0 $45.2M 0.01% +262K +40.6% $49.74
768 COLD AMERICOLD REALTY TRUST INC Real Estate 2,875,276.0 $45.2M 0.01% +1.7M +144.4% $15.72 -4.1%
769 JKHY HENRY JACK & ASSOC INC Technology 328,147.0 $45.2M 0.01% +37K +12.7% $137.74 +18.4%
770 GKOS GLAUKOS CORP Healthcare 322,624.0 $45.1M 0.01% -76K -19.0% $139.76 +35.6%
771 ECG EVERUS CONSTR GROUP Industrials 270,820.0 $44.9M 0.01% +75K +38.5% $165.95 -21.9%
772 SEI SOLARIS ENERGY INFRAS INC Energy 558,368.0 $44.9M 0.01% +13K +2.4% $80.46 -26.9%
773 WAL WESTERN ALLIANCE BANCORP Financial Services 546,476.0 $44.9M 0.01% -84K -13.4% $82.20 -2.2%
774 LGN LEGENCE CORP Industrials 526,650.0 $44.9M 0.01% +285K +117.9% $85.23 -26.7%
775 FNV FRANCO NEV CORP Basic Materials 215,012.0 $44.8M 0.01% +10K +5.0% $208.58 +20.4%
776 BURL BURLINGTON STORES INC Consumer Cyclical 141,333.0 $44.8M 0.01% +11K +8.6% $316.80 +6.5%
777 MKC MCCORMICK & CO INC Consumer Defensive 885,901.0 $44.7M 0.01% -83K -8.5% $50.42 +12.0%
778 SMCI SUPER MICRO COMPUTER INC Technology 1,519,936.0 $44.6M 0.01% +150K +10.9% $29.33 +24.7%
779 U UNITY SOFTWARE INC Technology 1,558,959.0 $44.6M 0.01% +19K +1.2% $28.58 +64.8%
780 R RYDER SYS INC Industrials 168,783.0 $44.5M 0.01% +77K +84.1% $263.77 -5.0%
Page 39 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%