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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 83 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CELH CELSIUS HLDGS INC Consumer Defensive 368,636.0 $10.8M 0.00% -32K -8.1% $29.28 +18.6%
1642 CAI CARIS LIFE SCIENCES INC Healthcare 604,416.0 $10.8M 0.00% -59K -8.9% $17.82 +47.6%
1643 CALM CAL MAINE FOODS INC Consumer Defensive 133,441.0 $10.8M 0.00% +21K +18.6% $80.56 +6.6%
1644 WTI W & T OFFSHORE INC Energy 3,411,682.0 $10.7M 0.00% +3.2M +1230.2% $3.15 +19.5%
1645 G GENPACT LIMITED Technology 390,755.0 $10.7M 0.00% -11K -2.8% $27.50 +36.7%
1646 GTLB GITLAB INC Technology 351,897.0 $10.7M 0.00% +4K +1.1% $30.53 +37.2%
1647 BC BRUNSWICK CORP Consumer Cyclical 127,242.0 $10.7M 0.00% +9K +8.0% $84.24 -4.0%
1648 VIRIDIAN THERAPEUTICS INC 10,000,000.0 $10.7M 0.00% NEW $1.07
1649 CHDN CHURCHILL DOWNS INC Consumer Cyclical 118,725.0 $10.6M 0.00% +15K +14.8% $89.64 +2.6%
1650 VAL VALARIS LTD Energy 146,035.0 $10.6M 0.00% +14K +10.6% $72.60 +18.0%
1651 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 128,666.0 $10.6M 0.00% NEW $82.40 -3.4%
1652 VSNT VERSANT MEDIA GROUP INC Industrials 294,126.0 $10.6M 0.00% +2K +0.7% $36.01 +8.7%
1653 MEC MAYVILLE ENGR CO INC Industrials 281,914.0 $10.6M 0.00% +234K +494.5% $37.46 -43.3%
1654 NBBK NB BANCORP INC Financial Services 498,869.0 $10.5M 0.00% +11K +2.2% $21.13 +6.8%
1655 PLUS EPLUS INC Technology 126,385.0 $10.5M 0.00% -25K -16.3% $83.23 +3.8%
1656 DOX AMDOCS LTD Technology 207,980.0 $10.5M 0.00% -162K -43.7% $50.54 +22.3%
1657 UVE UNIVERSAL INS HLDGS INC Financial Services 253,066.0 $10.5M 0.00% +6K +2.5% $41.36 +5.6%
1658 KWR QUAKER CHEM CORP Basic Materials 65,817.0 $10.5M 0.00% +14K +27.6% $158.87 +2.6%
1659 YMM FULL TRUCK ALLIANCE CO LTD Technology 1,287,016.0 $10.5M 0.00% NEW $8.12 +4.0%
1660 STWD STARWOOD PPTY TR INC Real Estate 637,642.0 $10.4M 0.00% -124K -16.2% $16.38 -0.9%
Page 83 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%