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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 96 of 187  ·  3,735 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 676,130.0 $7.1M 0.00% +210K +45.0% $10.57 +8.3%
1902 DRH DIAMONDROCK HOSPITALITY CO Real Estate 585,935.0 $7.1M 0.00% -122K -17.2% $12.18 +4.6%
1903 TPB TURNING PT BRANDS INC Consumer Defensive 84,074.0 $7.1M 0.00% +4K +4.5% $84.81 -1.6%
1904 LAZ LAZARD INC Financial Services 169,584.0 $7.1M 0.00% -2K -1.0% $41.94 +5.1%
1905 SCHY SCHWAB INTERNATIONAL 223,899.0 $7.1M 0.00% NEW $31.73 +6.0%
1906 BHF BRIGHTHOUSE FINL INC Financial Services 112,059.0 $7.1M 0.00% +15K +15.6% $63.30 -18.0%
1907 WOR WORTHINGTON ENTERPRISES INC Industrials 131,903.0 $7.1M 0.00% +48K +58.0% $53.76 +5.6%
1908 ACHR ARCHER AVIATION INC Industrials 1,497,681.0 $7.1M 0.00% -592K -28.3% $4.73 +28.3%
1909 INGRAM MICRO HLDG CORP 257,974.0 $7.1M 0.00% +126K +95.4% $27.43
1910 APPN APPIAN CORP Technology 308,398.0 $7.1M 0.00% -107K -25.7% $22.90 +71.0%
1911 STBA S & T BANCORP INC Financial Services 143,489.0 $7.0M 0.00% -102K -41.5% $49.08 +2.4%
1912 UMC UNITED MICROELECTRONICS CORP Technology 257,707.0 $7.0M 0.00% NEW $27.21 -30.0%
1913 TIGR UP FINTECH HLDG LTD Financial Services 1,590,954.0 $7.0M 0.00% -39K -2.4% $4.40 +18.2%
1914 WGO WINNEBAGO INDS INC Consumer Cyclical 222,992.0 $7.0M 0.00% -89K -28.4% $31.24 +2.9%
1915 MMS MAXIMUS INC Industrials 129,446.0 $7.0M 0.00% -210K -61.8% $53.76 +8.3%
1916 PHR PHREESIA INC Healthcare 675,234.0 $6.9M 0.00% -333K -33.0% $10.29 +13.6%
1917 UNIT UNITI GROUP LLC Real Estate 603,757.0 $6.9M 0.00% -32K -5.1% $11.47 -14.1%
1918 LEU CENTRUS ENERGY CORP Energy 41,192.0 $6.9M 0.00% -6K -11.9% $167.87 +5.5%
1919 VC VISTEON CORP Consumer Cyclical 69,611.0 $6.9M 0.00% +2K +3.7% $99.21 +2.7%
1920 MDU MDU RES GROUP INC Industrials 325,547.0 $6.9M 0.00% +13K +4.2% $21.21 -5.9%
Page 96 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%