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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 60 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 TCBI TEXAS CAP BANCSHARES INC Financial Services 222,425.0 $23.0M 0.01% +5K +2.2% $103.26 -4.8%
1182 ENPH ENPHASE ENERGY INC Energy 465,318.0 $22.9M 0.01% +24K +5.4% $49.24 -21.6%
1183 MRCY MERCURY SYS INC Industrials 186,625.0 $22.8M 0.01% -45K -19.5% $122.33 -25.3%
1184 BUSE FIRST BUSEY CORP Financial Services 769,920.0 $22.7M 0.01% +173K +29.0% $29.50 +2.7%
1185 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 203,078.0 $22.5M 0.01% +86K +73.0% $111.03 -0.9%
1186 ATEC ALPHATEC HLDGS INC Healthcare 2,601,600.0 $22.5M 0.01% -248K -8.7% $8.65 +9.6%
1187 GFS GLOBALFOUNDRIES INC Technology 272,726.0 $22.5M 0.01% +36K +15.3% $82.41 -41.7%
1188 WABC WESTAMERICA BANCORPORATION Financial Services 382,288.0 $22.4M 0.01% +23K +6.4% $58.67 -0.3%
1189 SEADRILL LTD 592,920.0 $22.4M 0.01% +423K +248.4% $37.82
1190 LIBERTY MEDIA CORP DEL 255,366.0 $22.4M 0.01% -3K -1.0% $87.54
1191 SFM SPROUTS FMRS MKT INC Consumer Defensive 263,930.0 $22.3M 0.01% -158K -37.4% $84.58 -4.1%
1192 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 635,295.0 $22.3M 0.01% +21K +3.5% $35.09 +1.4%
1193 XMTR XOMETRY INC Industrials 230,398.0 $22.2M 0.01% -83K -26.4% $96.52 -13.4%
1194 PEB PEBBLEBROOK HOTEL TR Real Estate 1,145,594.0 $22.2M 0.01% +741K +183.3% $19.41 -4.8%
1195 AWR AMER STATES WTR CO Utilities 268,766.0 $22.2M 0.01% +147K +121.5% $82.63 +7.3%
1196 AXTA AXALTA COATING SYS LTD Basic Materials 648,806.0 $22.2M 0.01% -338K -34.3% $34.22 +5.8%
1197 MTX MINERALS TECHNOLOGIES INC Basic Materials 299,921.0 $22.2M 0.01% -106K -26.1% $73.97 -3.9%
1198 EHC ENCOMPASS HEALTH CORP Healthcare 219,260.0 $22.2M 0.01% +22K +11.4% $101.08 +19.0%
1199 PINS PINTEREST INC Communication Services 1,052,547.0 $22.1M 0.01% -183K -14.8% $21.03 +11.3%
1200 BROS DUTCH BROS INC Consumer Cyclical 307,157.0 $22.1M 0.01% +3K +1.1% $71.81 -30.6%
Page 60 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%