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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 52 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 SCI SERVICE CORP INTL Consumer Cyclical 386,171.0 $29.3M 0.01% +2K +0.6% $75.96 +9.6%
1022 VVV VALVOLINE INC Energy 741,814.0 $29.3M 0.01% +319K +75.3% $39.54 -14.1%
1023 MTG MGIC INVT CORP WIS Financial Services 1,039,466.0 $29.3M 0.01% +15K +1.4% $28.20 +9.6%
1024 PINNACLE FINL PARTNERS INC 288,674.0 $29.1M 0.01% +39K +15.5% $100.88
1025 KMX CARMAX INC Consumer Cyclical 550,461.0 $29.1M 0.01% +267K +94.3% $52.89 +17.5%
1026 BEN FRANKLIN RESOURCES INC Financial Services 874,207.0 $29.1M 0.01% -7K -0.8% $33.27 +3.1%
1027 ACIW ACI WORLDWIDE INC Technology 578,122.0 $29.1M 0.01% -122K -17.4% $50.29 +3.1%
1028 FRSH FRESHWORKS INC Technology 2,866,739.0 $29.0M 0.01% +85K +3.1% $10.12 +28.3%
1029 IMAX IMAX CORP Communication Services 727,493.0 $29.0M 0.01% +66K +10.0% $39.86 +32.3%
1030 DCO DUCOMMUN INC DEL Industrials 156,502.0 $29.0M 0.01% -93K -37.3% $185.21 +3.5%
1031 JOYY JOYY INC Communication Services 438,625.0 $28.9M 0.01% +2K +0.5% $65.99 +11.5%
1032 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 1,370,904.0 $28.9M 0.01% +105K +8.3% $21.11 -18.3%
1033 FDS FACTSET RESH SYS INC Financial Services 124,649.0 $28.7M 0.01% -6K -4.9% $230.08 +30.4%
1034 PRDO PERDOCEO ED CORP Consumer Defensive 893,062.0 $28.6M 0.01% -20K -2.2% $32.00 +3.2%
1035 IDCC INTERDIGITAL INC Technology 100,600.0 $28.5M 0.01% +8K +9.1% $283.13 +20.9%
1036 ETSY INC 377,809.0 $28.5M 0.01% -46K -10.8% $75.33
1037 ST SENSATA TECHNOLOGIES HLDG PL Technology 595,245.0 $28.4M 0.01% +309K +108.2% $47.74 -10.3%
1038 CNOB CONNECTONE BANCORP INC Financial Services 849,593.0 $28.4M 0.01% +251K +41.9% $33.44 -3.5%
1039 CORZ CORE SCIENTIFIC INC NEW Technology 1,109,645.0 $28.4M 0.01% +77K +7.5% $25.59 -30.4%
1040 ANAB ANAPTYSBIO INC Healthcare 420,664.0 $28.4M 0.01% +105K +33.1% $67.50 -14.5%
Page 52 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 37.9%
Financial Services 10.8%
Industrials 10.2%
Consumer Cyclical 9.8%
Healthcare 9.5%
Communication Services 6.4%
Consumer Defensive 4.3%
Energy 3.2%
Real Estate 3.1%
Utilities 2.8%