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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 92 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 VERSIGENT PLC 194,758.0 $8.2M 0.00% NEW $42.01
1822 ELF E L F BEAUTY INC Consumer Defensive 110,402.0 $8.2M 0.00% +4K +3.8% $74.00 +43.2%
1823 DNOW DNOW INC Energy 629,513.0 $8.2M 0.00% -1.1M -63.9% $12.97 +19.3%
1824 Kiniksa Pharmaceuticals Intern 127,255.0 $8.1M 0.00% +100K +372.2% $63.95
1825 DIGITALBRIDGE GROUP INC 515,469.0 $8.1M 0.00% +53K +11.5% $15.78
1826 UPSTART HLDGS INC 9,961,000.0 $8.1M 0.00% +502K +5.3% $0.81
1827 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 101,395.0 $8.1M 0.00% +35K +53.2% $80.04 -9.1%
1828 PK PARK HOTELS & RESORTS INC Real Estate 568,980.0 $8.1M 0.00% +25K +4.7% $14.25 +11.3%
1829 IPGP IPG PHOTONICS CORP Technology 69,091.0 $8.1M 0.00% +24K +53.6% $117.32 -39.7%
1830 POST POST HLDGS INC Consumer Defensive 91,784.0 $8.1M 0.00% -4K -3.9% $88.26 -6.7%
1831 U HAUL HOLDING COMPANY 140,181.0 $8.1M 0.00% -14K -9.2% $57.70
1832 JJSF J & J SNACK FOODS CORP Consumer Defensive 109,905.0 $8.1M 0.00% +77K +233.8% $73.45 +22.3%
1833 MMED MINIMED GROUP INC Healthcare 539,313.0 $8.1M 0.00% NEW $14.95 +33.4%
1834 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 1,693,738.0 $8.0M 0.00% -45K -2.6% $4.74 +12.2%
1835 RIO RIO TINTO PLC Basic Materials 84,478.0 $8.0M 0.00% NEW $94.93 +10.4%
1836 JBLU JETBLUE AIRWAYS CORP Industrials 1,399,429.0 $8.0M 0.00% +124K +9.7% $5.73 -13.6%
1837 ACI ALBERTSONS COMPANIES INC Consumer Defensive 591,868.0 $8.0M 0.00% +31K +5.5% $13.53 -6.8%
1838 TDW TIDEWATER INC NEW Energy 119,823.0 $8.0M 0.00% +13K +11.7% $66.63 +39.5%
1839 HLMN HILLMAN SOLUTIONS CORP Industrials 944,363.0 $8.0M 0.00% -795K -45.7% $8.44 -1.7%
1840 EIG EMPLOYERS HLDGS INC Financial Services 157,218.0 $7.9M 0.00% +101K +179.4% $50.48 -2.6%
Page 92 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%