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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 77 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SPSC SPS COMM INC Technology 232,146.0 $13.3M 0.00% -37K -13.7% $57.17 +41.8%
1522 SCHO SCHWAB STRATEGIC TR 547,077.0 $13.2M 0.00% NEW $24.14 -0.2%
1523 ITRI ITRON INC Technology 152,390.0 $13.2M 0.00% -86K -36.0% $86.53 +15.6%
1524 USAR USA RARE EARTH INC Basic Materials 610,832.0 $13.2M 0.00% +109K +21.7% $21.58 -10.8%
1525 CFR CULLEN FROST BANKERS INC Financial Services 85,294.0 $13.2M 0.00% +4K +5.4% $154.52 +6.3%
1526 ROAD CONSTRUCTION PARTNERS INC Industrials 110,745.0 $13.2M 0.00% +6K +5.5% $118.77 -5.6%
1527 OSIS OSI SYSTEMS INC Technology 59,977.0 $13.1M 0.00% $218.70 -5.5%
1528 CPB CAMPBELL SOUP CO Consumer Defensive 586,145.0 $13.1M 0.00% +72K +14.0% $22.27 +7.5%
1529 ARI APOLLO COML REAL ESTATE FIN Real Estate 1,221,853.0 $13.0M 0.00% +887K +264.8% $10.68 -35.1%
1530 TRMK TRUSTMARK CORP Financial Services 283,400.0 $13.0M 0.00% -88K -23.6% $46.01 +1.1%
1531 ULS UL SOLUTIONS Industrials 127,629.0 $13.0M 0.00% NEW $101.86 -26.3%
1532 BRKR BRUKER CORP Healthcare 215,895.0 $13.0M 0.00% -183K -45.9% $60.18 -1.0%
1533 RYN RAYONIER INC Real Estate 609,449.0 $13.0M 0.00% -140K -18.7% $21.28 -0.4%
1534 PLNT PLANET FITNESS INC Consumer Cyclical 248,576.0 $13.0M 0.00% +2K +1.0% $52.17 +3.9%
1535 APPS DIGITAL TURBINE INC Technology 998,579.0 $12.9M 0.00% +752K +305.8% $12.90 -15.7%
1536 PATH UIPATH INC Technology 1,183,409.0 $12.9M 0.00% +176K +17.5% $10.87 +50.8%
1537 WEX WEX INC Technology 90,827.0 $12.8M 0.00% -1K -1.2% $141.09 +41.7%
1538 VERA VERA THERAPEUTICS INC Healthcare 298,410.0 $12.8M 0.00% -100K -25.1% $42.91 -24.8%
1539 DEI DOUGLAS EMMETT INC Real Estate 1,083,903.0 $12.8M 0.00% +48K +4.7% $11.80 -0.1%
1540 QRVO QORVO INC Technology 137,067.0 $12.8M 0.00% +15K +11.8% $93.27 +2.5%
Page 77 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%