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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 84 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1661 HAE HAEMONETICS CORP Healthcare 139,139.0 $10.4M 0.00% -52K -27.1% $75.00 +43.7%
1662 BRP GROUP INC 392,561.0 $10.4M 0.00% +122K +45.0% $26.58
1663 LOPE GRAND CANYON ED INC Consumer Defensive 72,577.0 $10.4M 0.00% +20K +39.3% $143.11 +3.1%
1664 CXW CORECIVIC INC Real Estate 341,853.0 $10.4M 0.00% +104K +43.6% $30.38 +11.6%
1665 FBIN FORTUNE BRANDS HOME & SEC IN Industrials 188,593.0 $10.4M 0.00% -13K -6.6% $54.90 -18.9%
1666 CFFN CAPITOL FED FINL INC Financial Services 1,213,480.0 $10.3M 0.00% +62K +5.3% $8.51 +0.6%
1667 BMNR BITMINE IMMERSION TECHS INC Financial Services 774,824.0 $10.3M 0.00% NEW $13.31 +82.1%
1668 CVBF CVB FINANCIAL CORP Financial Services 457,256.0 $10.3M 0.00% +141K +44.6% $22.55 +0.0%
1669 WKC WORLD FUEL SVCS CORP Energy 312,801.0 $10.3M 0.00% -47K -13.2% $32.94 +7.6%
1670 VEA VANGUARD TAX-MANAGED FDS 143,957.0 $10.3M 0.00% +44K +44.5% $71.25 +2.7%
1671 CBU COMMUNITY BK SYS INC COM Financial Services 152,535.0 $10.2M 0.00% +21K +16.0% $67.12 -5.7%
1672 ATRC ATRICURE INC Healthcare 365,825.0 $10.2M 0.00% +29K +8.6% $27.98 +75.5%
1673 YELP YELP INC Communication Services 416,221.0 $10.2M 0.00% +280K +204.8% $24.52 -3.0%
1674 MUX MCEWEN INC. Basic Materials 562,533.0 $10.2M 0.00% NEW $18.13 +14.9%
1675 RCI ROGERS COMMUNICATIONS INC Communication Services 312,659.0 $10.2M 0.00% +3K +1.1% $32.52 +11.6%
1676 ROG ROGERS CORP Technology 62,074.0 $10.2M 0.00% +5K +9.7% $163.73 -25.1%
1677 KBR KBR INC Industrials 293,755.0 $10.1M 0.00% +15K +5.2% $34.53 +9.2%
1678 MZTI MARZETTI COMPANY Consumer Defensive 88,846.0 $10.1M 0.00% -13K -12.5% $114.16 +0.8%
1679 ESAB ESAB CORPORATION Industrials 102,643.0 $10.1M 0.00% -6K -5.6% $98.63 -19.7%
1680 NEU NEWMARKET CORP Basic Materials 12,790.0 $10.1M 0.00% +847.0 +7.1% $791.19 +18.6%
Page 84 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%