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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 40 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 462,105.0 $44.4M 0.01% +100K +27.5% $95.98 +34.3%
782 PIPR PIPER SANDLER COMPANIES Financial Services 613,110.0 $44.4M 0.01% -84K -12.1% $72.34 +3.4%
783 PODD INSULET CORP Healthcare 289,821.0 $44.1M 0.01% -9K -3.0% $152.25 -0.5%
784 MTDR MATADOR RES CO Energy 882,261.0 $43.9M 0.01% -52K -5.6% $49.78 +16.5%
785 RALLIANT CORP 596,068.0 $43.9M 0.01% +148K +33.1% $73.63
786 EWC ISHARES INC 757,783.0 $43.7M 0.01% -124K -14.1% $57.64 +7.3%
787 GPN GLOBAL PMTS INC Industrials 598,857.0 $43.5M 0.01% +20K +3.5% $72.56 +26.4%
788 SWX SOUTHWEST GAS HLDGS INC Utilities 489,853.0 $43.4M 0.01% $88.68 +3.5%
789 GH GUARDANT HEALTH INC Healthcare 289,325.0 $43.4M 0.01% -149K -34.0% $150.03 +8.9%
790 GDDY GODADDY INC Technology 510,850.0 $43.4M 0.01% -165K -24.4% $84.88 +14.1%
791 L LOEWS CORP Financial Services 382,311.0 $43.3M 0.01% -87K -18.5% $113.21 -1.8%
792 AVNT Avient Corp Basic Materials 1,167,224.0 $43.1M 0.01% +20K +1.8% $36.96 +19.8%
793 TXG 10X GENOMICS INC Healthcare 1,124,633.0 $43.1M 0.01% +499K +79.7% $38.34 +62.2%
794 PBA PEMBINA PIPELINE CORP Energy 931,841.0 $43.1M 0.01% -645K -40.9% $46.25 +4.9%
795 TSN TYSON FOODS INC Consumer Defensive 752,692.0 $43.1M 0.01% $57.25 +2.3%
796 ACADIAN ASSET MANAGEMENT INC 602,378.0 $43.1M 0.01% +14K +2.4% $71.52
797 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 1,111,416.0 $43.0M 0.01% +61K +5.8% $38.73 +57.3%
798 COKE COCA COLA CONS INC Consumer Defensive 224,941.0 $42.9M 0.01% +40K +21.4% $190.92 -2.1%
799 CF CF INDS HLDGS INC Basic Materials 395,832.0 $42.9M 0.01% -40K -9.3% $108.26 +9.9%
800 ASML ASML HLDG NV Technology 21,515.0 $42.8M 0.01% +20K +1978.7% $1989.36 -11.9%
Page 40 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%