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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 44 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 WSBC WESBANCO INC Financial Services 987,441.0 $38.5M 0.01% +19K +1.9% $39.03 +4.7%
862 HSIC SCHEIN HENRY INC Healthcare 458,119.0 $38.3M 0.01% +176K +62.3% $83.52 +5.9%
863 TXT TEXTRON INC Industrials 417,111.0 $38.3M 0.01% -95K -18.6% $91.73 -8.0%
864 TLN TALEN ENERGY CORP Utilities 99,434.0 $38.2M 0.01% +12K +14.1% $384.26 -17.5%
865 KRG KITE REALTY GROUP TRUST Real Estate 1,345,535.0 $38.2M 0.01% +161K +13.6% $28.38 -7.4%
866 DY DYCOM INDS INC Industrials 75,505.0 $38.2M 0.01% -134K -63.9% $505.59 -20.8%
867 CYTK CYTOKINETICS INC Healthcare 447,185.0 $38.1M 0.01% +95K +27.1% $85.19 -9.4%
868 DAR DARLING INGREDIENTS INC Consumer Defensive 695,928.0 $38.0M 0.01% +164K +30.7% $54.62 +24.2%
869 ZM ZOOM COMMUNICATIONS INC Technology 439,829.0 $38.0M 0.01% +16K +3.8% $86.31 +23.2%
870 AN AUTONATION INC Consumer Cyclical 204,289.0 $38.0M 0.01% +3K +1.5% $185.79 +7.7%
871 CHKP CHECK POINT SOFTWARE TECH LT Technology 288,551.0 $37.9M 0.01% -63K -18.0% $131.43 -0.8%
872 BRZE BRAZE INC Technology 1,747,584.0 $37.9M 0.01% +300K +20.7% $21.69 +41.6%
873 MIR MIRION TECHNOLOGIES INC Industrials 2,109,181.0 $37.8M 0.01% +159K +8.2% $17.93 -15.1%
874 PRVA PRIVIA HEALTH GROUP INC Healthcare 1,465,145.0 $37.7M 0.01% +517K +54.5% $25.73 -17.6%
875 AMBA AMBARELLA INC Technology 439,002.0 $37.7M 0.01% -49K -10.0% $85.80 -15.6%
876 CECO CECO ENVIRONMENTAL CORP Industrials 414,241.0 $37.6M 0.01% +292K +239.9% $90.74 -19.6%
877 BKU BANKUNITED INC Financial Services 775,724.0 $37.6M 0.01% +272K +54.0% $48.45 -4.6%
878 CSGP COSTAR GROUP INC Real Estate 1,325,564.0 $37.5M 0.01% -605K -31.4% $28.32 +13.9%
879 ROL ROLLINS INC Consumer Cyclical 897,154.0 $37.4M 0.01% $41.74 -12.8%
880 BRO BROWN & BROWN INC Financial Services 583,205.0 $37.4M 0.01% -25K -4.0% $64.15 +12.4%
Page 44 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%