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Portfolio (Quarterly) Guide ↗

Nuveen, LLC

· CIK 0001871926
13F Portfolio $369.3B AUM 7,665 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New 1641 Added 1084 Reduced 100 Exited
Page 76 of 162  ·  3,224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 VSNT VERSANT MEDIA GROUP INC Industrials 292,106.0 $10.8M 0.00% NEW $37.02 +16.0%
1502 ACHR ARCHER AVIATION INC Industrials 2,089,450.0 $10.8M 0.00% +339K +19.3% $5.17 +27.9%
1503 RDW REDWIRE CORPORATION Industrials 1,268,657.0 $10.8M 0.00% +1.1M +616.8% $8.50 +161.9%
1504 APOGEE THERAPEUTICS INC 128,115.0 $10.8M 0.00% +7K +5.8% $84.17
1505 AGCO AGCO CORP Industrials 93,032.0 $10.8M 0.00% +3K +3.9% $115.87 -1.8%
1506 HAE HAEMONETICS CORP MASS Healthcare 191,001.0 $10.8M 0.00% -44K -18.6% $56.36 +17.9%
1507 GSAT GLOBALSTAR INC Communication Services 161,861.0 $10.8M 0.00% +2K +1.2% $66.42 +26.1%
1508 NVCR NOVOCURE LTD Healthcare 982,353.0 $10.7M 0.00% -291K -22.9% $10.90 +69.7%
1509 PAYO PAYONEER GLOBAL INC Technology 2,212,037.0 $10.7M 0.00% -1.4M -39.3% $4.83 +2.3%
1510 DEA EASTERLY GOVT PPTYS INC Real Estate 497,900.0 $10.7M 0.00% +240K +93.4% $21.43 +12.2%
1511 KYMR KYMERA THERAPEUTICS INC Healthcare 128,091.0 $10.7M 0.00% +3K +2.4% $83.29 -4.2%
1512 ATLANTA BRAVES HLDGS INC 248,675.0 $10.6M 0.00% -7K -2.9% $42.70
1513 FRPT FRESHPET INC Consumer Defensive 179,646.0 $10.6M 0.00% $58.96 -13.5%
1514 EWTX EDGEWISE THERAPEUTICS INC Healthcare 335,783.0 $10.6M 0.00% +166K +98.1% $31.50 +5.5%
1515 INVX INNOVEX INTERNATIONAL INC Energy 433,026.0 $10.6M 0.00% -3K -0.8% $24.39 +22.8%
1516 GFS GLOBALFOUNDRIES INC Technology 236,445.0 $10.5M 0.00% +47K +24.8% $44.48 +102.9%
1517 ESAB ESAB CORPORATION Industrials 108,719.0 $10.5M 0.00% -58K -34.9% $96.66 -2.6%
1518 PAYC PAYCOM SOFTWARE INC Technology 86,431.0 $10.5M 0.00% -24K -21.8% $121.54 +11.8%
1519 MTH MERITAGE HOMES CORP Consumer Cyclical 169,491.0 $10.5M 0.00% +11K +7.1% $61.84 +3.6%
1520 RRR RED ROCK RESORTS INC Consumer Cyclical 196,344.0 $10.5M 0.00% -108K -35.5% $53.36 +5.7%
Page 76 of 162  ·  3,224 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 32.2%
Financial Services 11.2%
Consumer Cyclical 10.2%
Healthcare 9.8%
Industrials 9.6%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.3%
Utilities 3.0%