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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 78 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 TDUP THREDUP INC Consumer Cyclical 1,865,079.0 $12.8M 0.00% +567K +43.7% $6.85 -59.3%
1542 FIDELIS INSURANCE HOLDINGS L 524,626.0 $12.8M 0.00% -9K -1.7% $24.35
1543 STANDARDAERO INC 426,999.0 $12.8M 0.00% -226K -34.6% $29.91
1544 PZZA PAPA JOHNS INTL INC Consumer Cyclical 345,923.0 $12.7M 0.00% +27K +8.3% $36.77 -34.9%
1545 MSA MSA SAFETY INC Industrials 72,591.0 $12.7M 0.00% +6K +9.2% $174.58 +8.5%
1546 FLAGSTAR BANK NATIONAL ASSOC 841,259.0 $12.6M 0.00% +103K +13.9% $14.94
1547 IESC IES HLDGS INC Industrials 17,077.0 $12.5M 0.00% -3K -14.1% $734.66 -6.8%
1548 TIC TIC SOLUTIONS INC Industrials 1,547,632.0 $12.5M 0.00% +1.2M +351.7% $8.09 +17.6%
1549 FIBK FIRST INTST BANCSYSTEM INC Financial Services 323,328.0 $12.5M 0.00% +24K +7.9% $38.56 -2.8%
1550 OII OCEANEERING INTERNATIONAL IN Energy 307,461.0 $12.5M 0.00% -128K -29.3% $40.52 +30.8%
1551 DEA EASTERLY GOVT PPTYS INC Real Estate 498,370.0 $12.4M 0.00% $24.93 -1.3%
1552 PCOR PROCORE TECHNOLOGIES INC Technology 305,014.0 $12.4M 0.00% -16K -5.1% $40.62 +56.3%
1553 TFII TFI INTERNATIONAL INC Industrials 85,470.0 $12.3M 0.00% +2K +2.7% $143.88 -1.8%
1554 UFPI UFP INDUSTRIES INC Basic Materials 135,335.0 $12.3M 0.00% +11K +8.8% $90.74 -2.1%
1555 AMBQ AMBIQ MICRO INC Technology 138,965.0 $12.3M 0.00% +103K +289.0% $88.30 -33.2%
1556 QS QUANTUMSCAPE CORP Consumer Cyclical 1,620,219.0 $12.2M 0.00% +829K +104.7% $7.56 -20.9%
1557 RRR RED ROCK RESORTS INC Consumer Cyclical 188,214.0 $12.2M 0.00% -8K -4.1% $65.06 -6.1%
1558 VIRT VIRTU FINL INC Financial Services 205,350.0 $12.2M 0.00% +57K +38.4% $59.57 +14.0%
1559 WS Worthington Steel Inc Basic Materials 363,821.0 $12.2M 0.00% +74K +25.7% $33.58 +4.0%
1560 SUPN SUPERNUS PHARMACEUTICALS Healthcare 262,675.0 $12.2M 0.00% +47K +21.6% $46.51 -1.4%
Page 78 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%