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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 93 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 FCEL FUELCELL ENERGY INC Industrials 220,251.0 $7.9M 0.00% NEW $36.01 -47.9%
1842 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 304,016.0 $7.9M 0.00% +134K +78.9% $26.08 +32.6%
1843 KRC KILROY REALTY CORP Real Estate 211,382.0 $7.9M 0.00% +31K +17.3% $37.47 -1.6%
1844 SHC SOTERA HEALTH CO Healthcare 445,566.0 $7.9M 0.00% -10K -2.1% $17.75 +8.0%
1845 LUNR INTUITIVE MACHINES INC Industrials 368,171.0 $7.9M 0.00% +20K +5.6% $21.39 -22.1%
1846 BLMN BLOOMIN BRANDS INC Consumer Cyclical 861,248.0 $7.9M 0.00% +643K +293.9% $9.14 +25.2%
1847 ARKO ARKO CORP Consumer Cyclical 978,507.0 $7.9M 0.00% +723K +282.4% $8.03 -41.2%
1848 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 265,559.0 $7.8M 0.00% +92K +53.0% $29.53 -2.7%
1849 HP HELMERICH & PAYNE INC Energy 239,506.0 $7.8M 0.00% +26K +12.1% $32.74 +29.8%
1850 VKTX VIKING THERAPEUTICS INC Healthcare 200,021.0 $7.8M 0.00% +1K +0.5% $39.01 -14.8%
1851 DV DOUBLEVERIFY HLDGS INC Technology 719,693.0 $7.8M 0.00% +341K +90.0% $10.84 +22.7%
1852 HBM HUDBAY MINERALS INC Basic Materials 330,413.0 $7.8M 0.00% +35K +11.8% $23.61 +25.4%
1853 WAY WAYSTAR HLDG CORP Technology 379,649.0 $7.8M 0.00% +22K +6.1% $20.53 +23.5%
1854 MAT MATTEL INC Consumer Cyclical 561,034.0 $7.8M 0.00% -27K -4.6% $13.88 +6.8%
1855 CHH CHOICE HOTELS INTL INC Consumer Cyclical 70,489.0 $7.8M 0.00% -94K -57.2% $110.27 +0.8%
1856 MORN MORNINGSTAR INC Financial Services 49,783.0 $7.8M 0.00% -11K -18.1% $156.02 +39.4%
1857 FRPT FRESHPET INC Consumer Defensive 131,103.0 $7.8M 0.00% -49K -27.0% $59.12 +29.5%
1858 RITM NEW RESIDENTIAL INVT CORP Real Estate 824,889.0 $7.7M 0.00% -832K -50.2% $9.39 +9.2%
1859 RLI RLI CORP Financial Services 130,981.0 $7.7M 0.00% +13K +11.3% $59.07 +12.8%
1860 JHG JANUS HENDERSON GROUP PLC Financial Services 148,497.0 $7.7M 0.00% -151K -50.4% $51.95 +0.0%
Page 93 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%